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Steven Bernard Powers

Mount Yale Investment Advisors, LLC

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About Steven Bernard Powers

Steven Bernard Powers is a financial advisor with Mount Yale Investment Advisors, LLC based in Denver, Colorado. Steven has been working in the financial services industry since May 30, 2001. Steven has a wide range of experience with various financial products and services, including financial planning, portfolio management for individuals, and consulting. Steven holds several licenses and certifications including Series 7, 63, and 66. Steven is registered to provide investment advice in 33 states and the District of Columbia.

Firm Information

Steven Powers is currently registered with Mount Yale Investment Advisors, LLC. Mount Yale Investment Advisors, LLC is a Denver, CO-based investment advisor with $2,187,125,977 in regulatory assets under management. They serve individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, pension and profit-sharing plans, and other investment advisors. Their services include financial planning, portfolio management for individuals, selection of other advisors, and consulting.
Mount Yale Investment Advisors, LLC

1580 LINCOLN STREET

DENVER, CO 80203

$2.19B

Assets Under Management

Not reported

Total Clients

10

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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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.

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consulting

Consulting

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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Steven Powers’s Registration & Firm History

MN

01/10/2024 - Present

Mount Yale Investment Advisors, LLC (Plymouth MN)

MN

02/15/2018 - 01/09/2024

LPL FINANCIAL LLC (PLYMOUTH MN)

MN

04/08/2004 - 02/16/2018

HARBOUR INVESTMENTS, INC. (Plymouth MN)

MO

05/30/2001 - 04/12/2004

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 12/01/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/01/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/29/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Bernard Powers.
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