Tell a Friend

We would really appreciate you sending a quick note to your friends and family about our services. We hope we can help them as much as we have helped you.

Filling out the form below is a quick and easy way to let others know about our services. The mandatory fields are denoted with an asterisk (*).

To make it easy and quick we drafted a quick note for you to send in the comments section but of course you can change it any way you like.

Your friend's or families e-mail address and name will not be sent to us and will not be used for any purpose other than to send him/her your message. All information is confidential. Remember that e-mail is not a secure medium, and so any personal information you might choose to send should always be transmitted by more secure means.

We grow our business through client referrals. If you’ve been happy with our services and our work together, please tell a friend!

Filling out the following form is a quick and easy way to let others know about our services. The mandatory fields are denoted with an asterisk (*).

Note that your friend's e-mail address and name will not be sent to us and will not be used for any purpose other than to send him/her your message. All information is confidential. Remember that e-mail is not a secure medium, and so personal information should be transmitted by more secure means.


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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