SL
CFP · ChFC
SL
CFP · ChFC

Steven Davis Lynds

11 Years of Experience
May Earn Commission
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningCharitable GivingHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
499 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$790.0M

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
Minimum Annual Fee:$9,500
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Location

4582 S. Ulster St., Suite 1400, Denver, CO, 80237

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Steven is a partial owner of Kehrli Family LLC, a commercial real estate venture in the San Francisco Bay Area, since 2005. His role is passive and requires minimal time.

Employment History
Current Registrations
Gill Capital Partners
May 2024 - Present · 1 yr 9 mos
Previous Registrations
Empower Advisory Group, LLC
April 2023 - April 2024 · 1 yr
Personal Capital Advisors Corporation
June 2018 - April 2023 · 4 yrs 10 mos
Gwfs Equities, INC.Broker
June 2016 - May 2018 · 1 yr 11 mos
Nylife Securities LLCBroker
August 2014 - June 2016 · 1 yr 10 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.
Steven Davis Lynds - Financial Advisor | TrueAdvisor