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RIA / WealthAdvisorCertified Financial Planner16 years in industry

STEVEN A SZAFRANSKI

Advisor at BSW WEALTH PARTNERS

BOULDER, CO | AKRON, OH | Boulder, CO

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Search this name across graphsid dfx:ria:2a246657-4b3e-14f2-e64f-d35d66beb749

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Aug 26, 2010 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BSW WEALTH PARTNERS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 25, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 2
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Aug 25, 2010
First registration: Aug 26, 2010
Dual registered: no
IAPD individual key: 5559959

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SEQUOIA FINANCIAL GROUP, L.L.C.	Independent wealth	Jul 15, 2026	n/a	yes	AKRON, OH\|Boulder, CO	Current employment
BSW WEALTH PARTNERS	Independent wealth	Aug 19, 2022	n/a	yes	BOULDER, CO	Current employment
Facet	Independent wealth	Jan 18, 2022	May 6, 2022	no	Willowbrook, IL\|WEST PALM BEACH, FL	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jul 29, 2014	Jul 20, 2021	no	BURR RIDGE, IL	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Mar 13, 2014	May 20, 2014	no	NAPERVILLE, IL\|BELVIDERE, IL	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Aug 26, 2010	May 9, 2013	no	BURR RIDGE, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
Facet	BSW WEALTH PARTNERS	May 6, 2022	Aug 19, 2022	105	Firm change	RIA to RIA
AMERIPRISE FINANCIAL SERVICES, LLC	Facet	Jul 20, 2021	Jan 18, 2022	182	Firm change	Ibd to RIA
PNC WEALTH MANAGEMENT	AMERIPRISE FINANCIAL SERVICES, LLC	May 20, 2014	Jul 29, 2014	70	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	PNC WEALTH MANAGEMENT	May 9, 2013	Mar 13, 2014	308	Firm change	Other

Relationships

Registered with (5)

→ SEQUOIA FINANCIAL GROUP, L.L.C.Registered adviserregistration: current employment
Jul 15, 2026 to presentfactForm ADV
→ BSW WEALTH PARTNERSRegistered adviserregistration: current employment
Aug 19, 2022 to presentfactForm ADV
→ FACETRegistered adviserregistration: previous registration
Jan 18, 2022 to May 6, 2022factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jul 29, 2014 to Jul 20, 2021factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Mar 13, 2014 to May 20, 2014factForm ADV

Dated events

Occurred
May 6, 2022
Advisor changed firm
Steven A Szafranski left Facet for Bsw Wealth Partners (registered 2022-08-19)
Form ADVobserved 4 days ago