linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Steven Lloyd Ellis

Colorado Capital Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Steven? Claim Your Profile

About Steven Lloyd Ellis

Steven Lloyd Ellis is an investment advisor representative with Colorado Capital Management. Steven is registered with the state of Colorado and California, and has been in the industry since 1987. Steven specializes in Financial Planning, Portfolio Management for Individuals, and Publication of Periodicals.

Firm Information

Steven Ellis is currently registered with Colorado Capital Management. Colorado Capital Management is a Boulder, CO-based registered investment advisor with over $560 million in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. They also publish periodicals and offer selection of other advisors services.
Colorado Capital Management

4430 ARAPAHOE AVENUE, SUITE 120

BOULDER, CO 80303-1100

$560.33M

Assets Under Management

Not reported

Total Clients

8

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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Steven Ellis’s Registration & Firm History

CO

03/22/2000 - Present

Colorado Capital Management (BOULDER CO)

Not sure if Steven Lloyd Ellis is right for you?

Licenses & Designations

IA

Issued 03/26/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/01/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/01/1987

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Lloyd Ellis.
Not sure if Steven Lloyd Ellis is right for you?