Steven Peter Henningsen
Investment adviser representative at The Wealth Conservancy, Inc.
26 yearsExperience
4 statesRegistered in
$260MFirm assets
43 yearsFirm in business
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
26 years in the industry.
- The Wealth Conservancy, Inc.Sep 2000 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 4 states (CA, CO, NH, TX).
The Wealth Conservancy, Inc.
$260MAssets managed
47Clients
3Advisers
43 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
- 2416247
- Firm CRD
- 112024