Stephanie Rae Green

Current Employers

Employment History

• 09/2015 → Present
  Cetera Advisors Llc
  Denver, CO
• 05/2015 → Present
  Spencer Financial Services, Inc
  Liberty, MO
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: SPENCER FINANCIAL SERVICES, INC, INVESTMENT RELATED: YES, ADDRESS: 8/2015, NATURE OF BUSINESS: SAME AS REGISTERED LOCATION, START DATE: 5/2015, APX NUMBER OF HOURS PER WEEK: 45, APX NUMBER OF TRADING HOURS PER WEEK: 32.5, POSITION/TITLE/RELATIONSHIP: PRESIDENT / FINANCIAL ADVISOR, BRIEF DESCRIPTION OF DUTIES: PARTNERS WITH STEVE SPENCER, DBA FOR FINANCIAL SERVICES; 2. NAME OF OTHER BUSINESS: LIBERTY HOSPITAL FOUNDATION; INVESTMENT RELATED: NO; ADDRESS: 2525 GLENN HENDREN DRIVE, LIBERTY, MO 64068; NATURE OF BUSINESS: NON PROFIT FOUNDATION; START DATE: 07/2023; POSITION/TITLE/RELATIONSHIP: PRESIDENT ELECT/BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: FINANCE COMMITTEE MEMBER, OVERSEE FINANCES ATTEND, ATTEND MEETINGS; 3. NAME OF OTHER BUSINESS: NOTARY PUBLIC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: NOTARY PUBLIC; START DATE: 07/2017; POSITION/TITLE/RELATIONSHIP: NOTARY; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: NOTARIZE DOCUMENTS AS NEEDED; 4. FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FIXED INSURANCE, START DATE: 6/2018, INSURANCE AGENT , APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, SELLS LIFE, HEALTH, DISABILITY, ANNUITIES, AND LONG TERM CARE. 5. NAME OF OTHER BUSINESS: GREEN WEALTH MANAGEMENT LLC DBA SPENCER FINANCIAL SERVICES INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES ; POSITION/TITLE/RELATIONSHIP: CO-OWNER START DATE: 01/2020 ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES:FINANCIAL PLANNING, CONSULTING, ADVISING, ACCOUNT MANAGEMENT ; 6. NAME OF OTHER BUSINESS: PURPOSE PLANNING INVESTMENT RELATED: YES, ADDRESS: 1980 DOMINION WAY, SUITE 200, COLORADO SPRINGS, CO, 80918,, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 09/2021, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 20, APX NUMBER OF HOURS DURING TRADING HOURS: 20, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 7. NAME OF OTHER BUSINESS: EARNEST SHEPHERD MEMORIAL YOUTH CENTER INVESTMENT RELATED: NO, ADDRESS: 610 E SHEPHERD RD, LIBERTY, MO, 64068, NATURE OF BUSINESS: NON-PROFIT, START DATE: 01/2022, POSITION/TITLE/RELATIONSHIP: BOARD MEMBER, APX NUMBER OF HOURS PER WEEK: 2, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: GENERAL BOARD DUTIES; 8. NAME OF OTHER BUSINESS: GREEN BUILDING MANAGEMENT LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: COMMERCIAL BUILDING; START DATE: 8/2022; POSITION/TITLE/RELATIONSHIP: CO-OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: PURCHASED BUILDING THAT OFFICE IS LOCATED IN AND TENANTS; 9. NAME OF OTHER BUSINESS: MONT WEALTH, INVESTMENT RELATED: YES, ADDRESS: 1755 TELSTAR DR, STE 300 COLORADO SPRINGS, CO 80920, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE:01/2025, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 10, APX NUMBER OF HOURS DURING TRADING HOURS: 10, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 10. NAME OF OTHER BUSINESS: WILLIAM JEWELL COLLEGE; INVESTMENT RELATED: NO ADDRESS: 500 COLLEGE HILL, LIBERTY, MO 64068 ; NATURE OF BUSINESS: NON-PROFIT; START DATE: 9/15/2026; POSITION/TITLE/RELATIONSHIP: CORPORATE SPONSORSHIP COMMITTEE CHAIR; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS:1; BRIEF DESCRIPTION OF DUTIES: IDENTIFY PROSPECTIVE TABLE SPONSOR & DONORS FOR ACHIEVEMENT DAY.SIGN PROMOTIONAL LETTER;

Exams

• S66 Uniform Combined State Law Examination
  2015-11-17

Designations

Other Names

• Stephanie Rae Spencer
• Stephanie Green
• Stevie Green