Steven Atkinson
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Steven Atkinson Email & Phone Number

Regional Director at Dimensional Fund Advisors
Location: Edwards, Colorado, United States 4 work roles 2 schools
1 work email found @netzero.net 5 phones found area 408, 402, and 800 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 5 phones

Work email a****@netzero.net
Direct phone (408) ***-****
LinkedIn Profile matched
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Current company
Dimensional Fund Advisors
Role
Regional Director
Location
Edwards, Colorado, United States
Company size
95 employees

Who is Steven Atkinson? Overview

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Quick answer

Steven Atkinson is listed as Regional Director at Dimensional Fund Advisors, a with 95 employees, based in Edwards, Colorado, United States. AeroLeads shows a work email signal at netzero.net, phone signal with area code 408, 402, 800, and a matched LinkedIn profile for Steven Atkinson.

Steven Atkinson previously worked as Managing Director at Cra | Admired Leadership and Managing Director, Advisor Relations at Buckingham Strategic Partners. Steven Atkinson holds Finance, Banking, Finance from University Of Nebraska At Omaha.

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Email format at Dimensional Fund Advisors

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*@netzero.net
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Profile bio

About Steven Atkinson

Dedicated to helping wealth advisors and other professionals who have active lifestyles but want to enrich all of the relationships in their lives, especially with their clients. Learn how to set up your schedule around relationships and not tasks to free up your time to do the things you excel at and love doing.I started my career in 1996 with CLS Investments, which is now Orion, when it was a $200 million TAMP just getting started. I was one of the early advisors helping independent financial advisors make the transition from commission to fee-based. Through this journey I have been able to work closely with some of the best advisors who have built great practices serving their clients while also seeing a lot of what doesn't work. I have had the pleasure of presenting to clients on behalf of advisors nearly a thousand times in the past 27 years and have also coordinated numerous conferences and given keynotes to advisors across multiple industry events. As the Managing Director of Advisor Relations at Buckingham Strategic Partners (formerly with Loring Ward), I led a team that provided a transformational experience to investment advisors who partnered with us (growing from $2.5 billion in 2009 to $37 billion in October 2023) . We helped advisors develop and strengthen their value proposition, which can never be commoditized, through a unique coaching style backed with best practices of what works. I have developed numerous client experience programs that are used by hundreds of advisors including Buckingham's Design Build Protect, Life Discovery and Feedforward.

Listed skills include Financial Advisory, Investment Advisory, Investments, Asset Allocation, and 23 others.

Current workplace

Steven Atkinson's current company

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Dimensional Fund Advisors
Dimensional Fund Advisors
Regional Director
Edwards, CO, US
Website
crainc.com
Employees
95
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4 roles

Steven Atkinson work experience

A career timeline built from the work history available for this profile.

Managing Director

Current
Cra | Admired Leadership

Edwards, Colorado, United States

As a Managing Director at CRA / Admired Leadership I am building out a client base who is looking for support in reaching their goals, overcoming their challenges, or just making a bigger impact with those they choose to lead whether it be clients, teams, colleagues, etc. Areas of expertise include growth, time management, building teams, inspiring others, and creating community. I am available for speaking engagements, small group discussions and individual coaching.

Jan 2024 - Present

Managing Director, Advisor Relations

Buckingham Strategic Partners

I led a team committed to providing a transformational experience to investment advisors who have chosen to partner with Loring Ward. The definition and role of an advisor has changed and continues to evolve. As a result, we help advisors develop and strengthen the one thing they can deliver consistently and which can never be commoditized. The drive to help the end investor is our passion and enabling advisors to do more is our pursuit.Authored two books: The Wealth Solution & 27… Show more I led a team committed to providing a transformational experience to investment advisors who have chosen to partner with Loring Ward. The definition and role of an advisor has changed and continues to evolve. As a result, we help advisors develop and strengthen the one thing they can deliver consistently and which can never be commoditized. The drive to help the end investor is our passion and enabling advisors to do more is our pursuit.Authored two books: The Wealth Solution & 27 Principles Every Investor Should KnowCreated and Hosted the Admired Advisor Podcast (80 episodes)Developed the Design Build Protect Client Experience processCo-developed with Barry LaValley the Life Discovery client processCo-developed with Dan Allison the Feedforward client process Show less

Jul 2005 - Sep 2023

Vice President

Cls Investment Firm, Llc

Wholesaler in the Northeast from 1997-2002 and in the Southwest (CA, HI, AZ, NV, UT) from 2002-2005. Recruited and trained hundreds of advisors to become successful fee-based advisors using the CLS investment management platform.

Jul 1996 - May 2005
Team & coworkers

Colleagues at Dimensional Fund Advisors

Other employees you can reach at crainc.com. View company contacts for 95 employees →

MD Marc Diotte Marc Diotte Colleague at Dimensional Fund AdvisorsGreater Ottawa Metropolitan Area, Canada View → AH Adriana Hernandez Casillas Adriana Hernandez Casillas Colleague at Dimensional Fund AdvisorsTultepec, México, Mexico View → BA Brandon Ali Brandon Ali Colleague at Dimensional Fund AdvisorsNew York City Metropolitan Area, United States View → DC Daniel Crane Daniel Crane Colleague at Dimensional Fund AdvisorsGloucester, England, United Kingdom View → MM María Mape María Mape Colleague at Dimensional Fund AdvisorsMexico City, Mexico View → ST Sally Tsanava Sally Tsanava Colleague at Dimensional Fund AdvisorsWilmington, Delaware, United States View → EB Emily Barnes Emily Barnes Colleague at Dimensional Fund AdvisorsJupiter, Florida, United States View → NS Nikki Spriggs Nikki Spriggs Colleague at Dimensional Fund AdvisorsNewington, Virginia, United States View → CB Carolynne Bernard Thomas Carolynne Bernard Thomas Colleague at Dimensional Fund AdvisorsScottsdale, Arizona, United States View → SH Sierra Holland Sierra Holland Colleague at Dimensional Fund AdvisorsGreater Philadelphia, United States View →
2 education records

Steven Atkinson education

FAQ

Frequently asked questions about Steven Atkinson

Quick answers generated from the profile data available on this page.

What company does Steven Atkinson work for?

Steven Atkinson works for Dimensional Fund Advisors.

What is Steven Atkinson's role at Dimensional Fund Advisors?

Steven Atkinson is listed as Regional Director at Dimensional Fund Advisors.

What is Steven Atkinson's email address?

AeroLeads has found 1 work email signal at @netzero.net for Steven Atkinson at Dimensional Fund Advisors.

What is Steven Atkinson's phone number?

AeroLeads has found 5 phone signal(s) with area code 408, 402, 800 for Steven Atkinson at Dimensional Fund Advisors.

Where is Steven Atkinson based?

Steven Atkinson is based in Edwards, Colorado, United States while working with Dimensional Fund Advisors.

What companies has Steven Atkinson worked for?

Steven Atkinson has worked for Dimensional Fund Advisors, Cra | Admired Leadership, Buckingham Strategic Partners, and Cls Investment Firm, Llc.

Who are Steven Atkinson's colleagues at Dimensional Fund Advisors?

Steven Atkinson's colleagues at Dimensional Fund Advisors include Marc Diotte, Adriana Hernandez Casillas, Brandon Ali, Daniel Crane, and María Mape.

How can I contact Steven Atkinson?

You can use AeroLeads to view verified contact signals for Steven Atkinson at Dimensional Fund Advisors, including work email, phone, and LinkedIn data when available.

What schools did Steven Atkinson attend?

Steven Atkinson holds Finance, Banking, Finance from University Of Nebraska At Omaha.

What skills is Steven Atkinson known for?

Steven Atkinson is listed with skills including Financial Advisory, Investment Advisory, Investments, Asset Allocation, Investment Management, Wealth, Wealth Management, and Retirement Planning.

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