Steven Salter Bio

Steven Salter, Owner and President

Steven Salter started Insight Asset Management in 2002, with the goal of providing personal attention to his clients and offering them valuable, individually tailored financial advice. Steveís credentials include:

  • Masterís Degree from the University of Colorado at Denver
  • Series 7 registration to trade stocks, bonds and mutual funds
  • Series 66 registration to act as an Investment Advisor Representative with SII Investments, Inc., a Registered Investment Advisor (RIA)
  • Colorado Life, Health and Annuity License

Steve has over 27 years of money management experience, working with individuals, businesses, and non-profits. Utilizing his professional accreditations and years of experience, Steve assesses his clientsí needs, then determines and implements suitable options to help achieve them.

Steve is a former member of the Denver/Boulder Better Business Bureau Board of Directors (2000-2005), and currently serves on the Bureauís Committee of Grievances and Standards. Steve was a charter member of the Denver Tech Center Rotary Club and currently serves as Program Chair. He has also devoted many years of volunteering with youth soccer and roller hockey organizations and is proud of being one of the founders of Community Shares, a nonprofit coalition, broadening charitable workplace giving in Colorado

Outside of his business and volunteer affiliations, Steve appreciates spending time with his family, including his wife, Karen, of 35 years, and adult children, daughter Rachel and her husband Owen, and son Nicholas. He also takes pleasure in traveling, exploring beaches, cooking, reading, watching and playing sports and dog-sitting.

IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:
Representatives of a Registered Broker-Dealer ("BD") or Registered Investment Advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state's registration requirements.
Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
Securities and advisory services offered through SII Investments, Inc.
Member FINRA/SIPC, and a Registered Investment Advisor.
Insight Asset Management and SII are separate companies.
SII does not provide tax or legal advice.
Investments and Services available to residents of: CA, CO, IA, MI, NM, OH, OR, TX, VA
FINRA State Registrations: CA, CO, IA, MI, NM, OH, OR, TX, VA
IA State Registrations: CA, CO, IA, MI, NM, OR, TX, VA