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Stephen Thompson Warren

Causey Wealth LLC

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About Stephen Thompson Warren

Stephen Warren is an investment advisor representative at Causey Wealth LLC. Stephen is registered with the state of Colorado. Stephen has been in the financial industry for over 7 years, and has been with Causey Wealth LLC since July of 2024. Previously, Stephen was employed by Causey Demgen & Moore PC and Washington State University. Stephen has a Series 65 license and is an Investment Advisor Representative with the firm. Stephen specializes in financial planning, portfolio management for individuals and businesses.

Firm Information

Stephen Warren is currently registered with Causey Wealth LLC. Causey Wealth LLC is an investment advisor registered with the SEC. They have approximately $292,542,974 in regulatory assets under management and serve both high-net-worth individuals and individuals other than high-net-worth. The firm offers financial planning and portfolio management services for individuals and businesses. They also provide services to pension and profit-sharing plans.

$292.54M

Assets Under Management

Not reported

Total Clients

3

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Stephen Warren’s Registration & Firm History

CO

08/23/2024 - Present

Causey Wealth LLC (GREENWOOD VILLAGE CO)

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Licenses & Designations

IA

Issued 08/23/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Thompson Warren.
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