SD
SD

Stephan Benjamin Dickens-Greenaway

1 Year of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
1,156 clients
Average Client Portfolio
$109K average
Assets Under Management
$125.5M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

12200 East Briarwood Avenue, Suite 165, Centennial, CO, 80112

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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 ActivitiesSells Insurance

Stephan owns WealthFit LLC, a business focused on fitness plans and financial literacy, and WealthFit Marketing, a lead generation business for small business owners. He is also an independent insurance agent and a pension consultant, dedicating nearly full-time hours to each of these activities.

Employment History
Current Registrations
Ele Advisory Services, INC
March 2024 - Present · 1 yr 11 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.