Contact Us

We look forward to helping you toward financial peace of mind

Call today to schedule a convenient time for a conversation about your needs and how we can help you; or if you prefer email us today and let’s get started soon.

David L. Stevens CPA,PFS,CFP®
6500 South Quebec Street, Suite 330
Centennial, Colorado 80111
Phone: 303-759-8608
Fax: 303-759-8501
Email: Dave@irongatefinancial.com
Gay Bocks
6500 South Quebec Street, Suite 330
Centennial, Colorado 80111
Phone: 303-759-8608
Fax: 303-759-8501
Email: Gay@irongatefinancial.com

Kathie Macre
6500 South Quebec Street, Suite 330
Centennial, Colorado 80111
Phone: 303-759-8608
Fax: 303-759-8501
Email: Kathie@irongatefinancial.com

Office Address

6500 South Quebec Street, Suite 330
Centennial, Colorado
80111

Securities and Advisory Services offered through Geneos Wealth Management, Inc., Member FINRA/SIPC

Financial Planning offered through Irongate Financial Services, Inc., A Registered Investment Advisor with the State of Colorado

Geneos Wealth Management and Irongate Financial Services, Inc. are not affiliated.

Geneos Privacy Policy

Securities and Investment Advisory Services offered through Geneos Wealth Management, Inc., Member
FINRA/SIPC 

Investment Advisory Services offered through Irongate Financial Services, Inc., A Registered Investment Advisor

 Geneos Privacy Policy 

David L. Stevens is a Registered Representative of and offers securities products & advisory services through Geneos Wealth Management, Inc., a Registered Broker-Dealer, member FINRA/SIPC.

David L. Stevens is also separately registered as an investment advisor representative under Irongate Financial Services, Inc., a Registered Investment Advisor registered with the State of Colorado. Advisory services are offered through Irongate Financial Services Inc.

IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator and/or FINRA at www.finra.org.

Irongate Financial Services, Inc. Privacy Statement

 

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