Steven Weigandt has been CEO and CCO of Perspective Wealth Advisors since August 2024, is a control person of the firm and directly owns 75% or more of it.
Perspective Wealth Advisors LLC is a Loveland, CO firm with $158M under management, 177 clients and 4 advisers in one office, as of its March 2026 filing.
- Perspective Wealth AdvisorsCurrent– present · 2 yearsLoveland, CO · Adviser representative · Firm CRD 332574
Investment adviser representative registrations
Steven Weigandt is registered as an investment adviser representative in 2 states. Each was approved in September 2024.
- ColoradoSince 16 September 2024
- TexasSince 16 September 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 September 2024 |
| Series 7TO | General Securities Representative Examination | 31 July 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 30 December 2014 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 13 November 2014 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Steven Jacob Weigandt
- CRD
- 6313922
- Firm
- Perspective Wealth Advisors · CRD 332574
- Role
- CEO and CCO
- Office
- 1615 FOXTRAIL DRIVE, SUITE 260, Loveland, CO 80538
- Registration
- Investment adviser registration
- In the industry since
- November 2014
- Disciplinary history
- Not yet shown here · SEC record
Where does Steven Weigandt work?
Steven Weigandt has been CEO and CCO of Perspective Wealth Advisors LLC since August 2024, and is a control person of the firm.
Is Steven Weigandt a financial advisor?
Yes. Steven Weigandt has a current investment-adviser registration in Colorado and Texas, through Perspective Wealth Advisors since September 2024.
How many years of experience does Steven Weigandt have?
Steven Weigandt has 11 years in the financial industry, since November 2014, across 1 adviser firm.
What exams has Steven Weigandt passed?
Steven Weigandt has passed 4 licensing exams: the Series 6, Series 63, Series 7TO and Series 65. The earliest, the Series 6, was passed in November 2014. FINRA credited Steven Weigandt with the SIE, which began in October 2018.
Where is Steven Weigandt based?
Steven Weigandt’s registered office is in Loveland, CO.
Is Steven Weigandt registered with FINRA?
No. Steven Weigandt has no current broker registration.
How can I verify Steven Weigandt’s record?
Search CRD 6313922 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Steven Weigandt’s full registration record.