Steven Weigandt

Principal and Wealth Management Advisor at Perspective Wealth Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
Loveland, Colorado, United States, US

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Credentials

  • Series 6
    Financial Industry Regulatory Authority (FINRA)
  • Series 63
    Financial Industry Regulatory Authority (FINRA)
  • Series 7
    FINRA

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Principal and Wealth Management Advisor
      • Mar 2014 - Present

      Our approach brings into focus the core tenets of a wholistic financial plan, addresses pain points, and finds answers to the complex questions that our clients often encounter. We believe in the importance of taking great care of the time and resources we have been given and we hope to empower our clients to do the same. We gravitate towards the legacy-minded and forward-thinking individuals that are motivated by generating purposeful wealth and stewarding it for their families, businesses, and community. Show less

    • Owner
      • Apr 2004 - Feb 2022
    • United States
    • Ranching
    • 1 - 100 Employee
    • Sales Representative
      • Jan 2012 - Aug 2013

Education

  • University of Northern Colorado
    Bachelor of Business Administration (B.B.A.), Finance, General

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