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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| CO | RA | APPROVED | 2021-03-22 |
Branch Locations
4645 18Th Street Suite 300, Greeley, CO 80634 • United States
275 Wyman Street, Ste. 400, Waltham, MA 02451 • UNITED STATES
Loveland, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Greeley | CO | 11/2015 | 03/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Greeley | CO | 01/2016 | Present |
| Stephen Waechter | Greeley | CO | 02/2016 | Present |
| Intrinsic Financial Design Group (Dba) | Greeley | CO | 11/2017 | Present |
| Stephen Waechter | Greeley | CO | 02/2016 | 10/2018 |
| Commonwealth Financial Network | Waltham | MA | 03/2021 | Present |
1. Fixed insurance sales; as of 02/11/2021; Less than 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Intrinsic Financial Design Group; a Private Entity established to facilitate securities, advisory, and insurance business; as of 02/11/2021; 25% of time spent during business hours; Conducted at branch; Investment related. 3. Co-owner, Main Sail Holdings LLC, an entity created for the purpose of buying and managing commercial real estate, located in Greeley, CO 80634, as of 1/11/20233; 0% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-16 |
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