Stephen Moorman
Investment adviser representative at Libra Wealth LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$639.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Libra Wealth LLCJul 2025 to now
- Consolidated Portfolio Review CorpJan 2023 to Jun 2025
- Vanderbilt Securities, LLCAug 2022 to Jun 2025
- Planmember Securities CorporationDec 2020 to Aug 2022
- Hattig FinancialJul 2020 to Dec 2020
- Flatirons Community ChurchApr 2017 to Jul 2020
- University of ColoradoJan 2014 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CO).
Libra Wealth LLC
$639.8MAssets managed
143Clients
4Advisers
5 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
- 7282455
- Firm CRD
- 288098