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Eric Veve

Epiqwest Culver Wealth Advisors LLC

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About Eric Veve

Eric Veve is a financial advisor associated with Epiqwest Culver Wealth Advisors LLC. Eric has over 10 years of experience in the financial services industry, having worked at multiple firms including American Portfolios Financial Services, Inc., Centaurus Financial, Inc., and Fidelity Brokerage Services LLC. Eric holds the Series 6, 7, and 66 licenses. Eric specializes in providing financial planning, pension consulting, and selection of other advisors.

Firm Information

Eric Veve is currently registered with Epiqwest Culver Wealth Advisors LLC. Epiqwest Culver Wealth Advisors LLC is a registered investment adviser based in Broomfield, Colorado. The firm has a total of 7 licensed agents, 8 investment adviser representatives, and $216,963,992 in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
Epiqwest Culver Wealth Advisors LLC

370 INTERLOCKEN BLVD.,

BROOMFIELD, CO 80021

$216.96M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Eric Veve’s Registration & Firm History

CO

06/15/2020 - Present

Epiqwest Culver Wealth Advisors LLC (BROOMFIELD CO)

CO

05/10/2013 - 10/02/2018

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (LAFAYETTE CO)

CO

07/13/2012 - 06/07/2013

CENTAURUS FINANCIAL, INC. (LAFAYETTE CO)

CO

09/21/2010 - 07/09/2012

FIDELITY BROKERAGE SERVICES LLC (BROOMFIELD CO)

CO

10/26/2009 - 08/26/2010

METLIFE SECURITIES INC. (GREENWOOD VILLAGE CO)

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Licenses & Designations

BOTH

Issued 03/22/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/15/2010

Series 7 - General Securities Representative Examination

BC

Issued 10/24/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Veve.
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