David Lee Stevens
Investment adviser representative at A & I Wealth Management
31 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$560MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
31 years in the industry.
- A & I Wealth ManagementJan 2019 to now
- A&i Financial Services LLCJan 2019 to now
- Geneos Wealth Management, Inc.Apr 2008 to now
- Irongate Financial ServicesSep 1995 to Jan 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 1 state (CO).
A & I Wealth Management
Legal name: A & I Financial Services, LLC
$560MAssets managed
518Clients
11Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1444819
- Firm CRD
- 148357