Unclaimed
Steven Ehnstrom is a financial advisor at Western Wealth Management LLC. Steven has been in the financial services industry since September 1993. Steven currently holds registrations with the state of Colorado, Arizona, California, Nebraska, New Mexico, Texas, and Wyoming. Steven specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Steven also works with charitable organizations, high-net-worth individuals, and pension and profit-sharing plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CO
12/05/2024 - Present
Western Wealth Management LLC (Golden CO)
CO
11/13/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (DENVER CO)
CO
11/14/2002 - 11/13/2009
U.S. BANCORP INVESTMENTS, INC. (BRIGHTON CO)
NJ
03/05/1999 - 11/19/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
05/19/1994 - 03/10/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MN
11/02/1993 - 05/02/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/02/1993 - 05/02/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
KS
09/14/1993 - 11/08/1993
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 07/05/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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