Steven Lee Weber

Employer firm

Stonebridge Financial Solutions, Inc CRD 139911

$41.7M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2002 → Present
  Stonebridge Financial Solution
  Lone Tree, CO

Previous Registrations

• 2006-06-20 → 2021-12-31
  Stonebridge Financial Solutions, Inc
  Lone Tree, CO
• 2004-11-15 → 2006-04-26
  Hornor, Townsend & Kent, Llc
  Lone Tree, CO
• 2004-04-16 → 2004-10-22
  Signator Investors, Inc.
  Englewood, CO
• 2000-06-22 → 2002-09-18
  Principal Securities, Inc.
  Denver, CO

Other Businesses

LIFE INSURANCE - COMMISSION BASED - FULL TIME FIXED AND LIFE

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-05-01
• S63 Uniform Securities Agent State Law Examination
  1994-05-16

Other Names

• Steve Lee Weber
• Steve Weber
• Steven L Weber