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Craig S
Series 63, Series 65
Centennial, CO
ELE Advisory Services, Inc
Craig Sorenson is a financial advisor with ELE Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with multiple firms, including Financial Wealth Solutions Inc. and 1st Consumer Insurance Agency, where he has been involved since 2009. Sorenson is also associated with several related financial and insurance businesses. ELE Advisory Services, Inc. provides portfolio management, financial planning, and retirement-planning services to individuals, business owners, and charitable organizations. The firm employs a fundamental analysis approach with customized Investment Policy Statements, primarily managing client assets on a non-discretionary basis and offering a range of investment products alongside affiliated business services.
Stephan D
Series 65
Centennial, CO
ELE Advisory Services, Inc
Stephan Dickens Greenaway is a financial advisor with ELE Advisory Services, Inc., holding a Series 65 designation and two years of industry experience. He is the owner of WealthFit LLC, a business focused on the youth and athletic market that combines fitness planning with financial literacy education. His prior work includes roles in insurance and pension consulting. ELE Advisory Services, Inc. provides portfolio management, financial planning, and retirement seminars to individuals, business owners, and charitable organizations. The firm emphasizes fundamental analysis and customized Investment Policy Statements, with most client accounts managed on a non-discretionary basis.
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