Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
29 years
Location
Buena Vista, CO
Cambridge Investment Research Advisors
Institution
Steve Allender is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Cambridge Investment Research Advisors since 2012. Outside of his advisory role, Allender is involved as the owner of Aspen Creek Investments, LLC, and participates as a volunteer member of the Buena Vista Chamber of Commerce. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent advisors, utilizing both proprietary and third-party investment strategies across multiple platform arrangements.
Based on Cambridge Investment Research Advisors
Based on Cambridge Investment Research Advisors
For financial planning and consulting, flat fees generally do not exceed $25,000 but may be higher based on complexity; For WealthPort setup fee generally less than 1% of assets or $1,000
$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%
Financial Professionals acting as Registered Representatives receive commissions on securities and insurance sales
Generally up to $500 per hour for financial planning and consulting services; up to $500 per hour for retirement plan advisory services
Financial Wellness services paid by employer; flat or hourly fees per agreement
Account minimum: $5,000 Minimum fee: Minimum WealthPort program fee of $250 annually for CAAP® and UMA accounts
Buena Vista, CO
Buena Vista CO
Advisors at this office
1
Colorado · Texas
29 years of industry experience
CAMBRIDGE INVESTMENT RESEARCH Advisors, INC
2012 - Present • 14 years
Fairfield, IA
Cambridge Investment Research, Inc
2012 - Present • 14 years
Fairfield, IA
Woodbury Financial Services, inc.
2002 - 2012 • 10 years
Greenwood Village, CO
Osaic FA, Inc.
2000 - 2002 • 2 years
Denver, CO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
CFP®
Buena Vista, CO
Plan & Act
Robert Schumann is a CFP® professional with 24 years of industry experience. He is currently with Plan & Act, where he has worked since 2020. Prior to this, he spent two decades at Cambridge Financial Advisors, LLC. Outside of his advisory roles, Mr. Schumann owns The Bridge, LLC, a personal development and life coaching business serving individuals and executives. Plan & Act serves individual clients, living trusts, and organizations including non-profits, providing fee-only, fiduciary financial planning, investment advice, portfolio management, and coaching. The firm utilizes an economics-based financial planning framework with a focus on low-cost multifactor passive funds and non-discretionary account management.
Series 65
Buena Vista, CO
Plan & Act
Cameron Moore is a financial advisor at Plan & Act with a Series 65 designation and one year of industry experience. His prior work includes roles at Riverside Community Church and Lake Travis United Methodist Church, and he has been involved with The Imagery Box since 2014. Plan & Act primarily serves individual clients, living trusts, and organizations such as non-profits and institutional clients, providing fee-only, fiduciary financial planning, investment advice, portfolio management, and coaching. The firm uses an economics-based financial planning framework focused on broad, low-cost multifactor passive funds and manages accounts on a non-discretionary basis.
Series 65
Buena Vista, CO
Plan & Act
Christopher Tanner is a financial advisor at Plan & Act with seven years of industry experience. He holds a Series 65 designation and has worked at firms including Cambridge Financial Advisors and Northwestern Mutual. Outside his primary role, he serves as a team advisor providing ERISA 3(38) investment manager services for small-business and non-profit qualified retirement plans. Plan & Act serves individual clients, living trusts, non-profits, and institutional clients, offering fee-only fiduciary financial planning, investment advice, portfolio management, and coaching. The firm uses an economics-based financial planning framework and focuses on broad, low-cost multifactor passive funds while managing accounts on a non-discretionary basis.
Series 65
Buena Vista, CO
Foundry Financial LLC
Elena Dunn is a financial advisor at Foundry Financial LLC with a Series 65 designation and one year of industry experience. Prior to joining Foundry Financial, she held roles at Big Table Records, Summit Wealth Group, and the University of Colorado Boulder. Outside of her advisory work, she has experience in event planning through Leeds Honors and Scholars LLC. Foundry Financial provides discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, and charitable organizations. The firm uses diversified, risk-based portfolios and holds discretion to trade on behalf of clients, emphasizing long-term allocation strategies.
Series 65
Buena Vista, CO
Tlg Advisors, Inc.
Jeffrey Tipton is a Series 65-licensed financial advisor at TLG Advisors, Inc. with one year of industry experience. Prior to joining TLG Advisors, he spent 36 years at Dwitts Inc. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services that include investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services.
CFP®, Series 63, Series 66
Buena Vista, CO
Beacon Pointe Advisors, LLC
Stephanie Rumold is a CFP® professional with 23 years of industry experience, currently serving at Beacon Pointe Advisors, LLC. She has held various roles within Beacon Pointe and its affiliated entities since 2013, including at Beacon Pointe Wealth Advisors and Beacon Pointe Insurance Services, where she is a licensed insurance agent. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced CIO solutions to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.
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