Financial advisers in Colorado Springs, Colorado
44 profiles with reported offices in Colorado Springs, Colorado. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
- William FrierInvestment adviser representativeMaia WealthCRD 1029781
- William RoarkManaging Member and Chief Compliance OfficerRS Asset ManagementCRD 1627710
Linda LeitzPresident and Chief Compliance OfficerPeace of Mind FinancialCRD 2311643
Fermin PadillaInvestment adviser representativeCascade Investment GroupCRD 2727411
Daniel BauerPresidentBauer Wealth ManagementCRD 2892722
Todd SmithInvestment adviser representativeLifeworks AdvisorsCRD 2942236
Frank EndrisMemberCity Center AdvisorsCRD 2944732
Kathleen LarouereChief Compliance OfficerSenior Tax Advisory GroupCRD 3186732- Sean SoulvieManaging MemberRS Asset ManagementCRD 4080724
Robert WrubelPresident/Managing DirectorCascade Investment GroupCRD 4487197- Joel TopPresidentPlanWiser FinancialCRD 4870706
- Christopher LongInvestment adviser representativeIntentional Wealth StrategiesCRD 5162120
- Brian ColvertManaging Member, Chief Compliance OfficerBonfire FinancialCRD 5304258
Elliott OrsilloChief Investment OfficerSeason InvestmentsCRD 5345898- Rene BruerManaging MemberSmith Bruer AdvisorsCRD 5354585
Michael MareInvestment adviser representativeNova FinancialCRD 5452644- Theresa BrockInvestment adviser representativeCascade Investment GroupCRD 5481762
- Logan HaagChief Compliance OfficerSeason InvestmentsCRD 5485985
- Richard CarrollChief Compliance OfficerIntentional Wealth StrategiesCRD 5548162
David HouleChief Executive OfficerSeason InvestmentsCRD 5763948
Stephen HeitzmannMember/Chief Compliance Officer/Chief Executive OfficerBauer Wealth ManagementCRD 5900481
Lisa MalickInvestment adviser representativePetra Financial AdvisorsCRD 6015988- Derek MartinManaging Member/Chief Compliance Officer56 Capital PartnersCRD 6059805
- Jonathan ForbesPresident/ChairmanPetra Financial AdvisorsCRD 6142082
Nicholas ColemanInvestment adviser representativeBonfire FinancialCRD 6608763- James MulzerInvestment adviser representativePlanWiser FinancialCRD 6834460
Crystal KarstensChief Compliance OfficerPetra Financial AdvisorsCRD 6876013- Lindsey SimekInvestment adviser representativeCapstone Investment Financial GroupCRD 6979602
Shannon RossInvestment adviser representativePetra Financial AdvisorsCRD 7030233- Kyle HouseholderInvestment adviser representativePetra Financial AdvisorsCRD 7067017
- Daniel EastonInvestment adviser representative56 Capital PartnersCRD 7179724
Chris FranzMember/Investment Advisor RepresentativeBauer Wealth ManagementCRD 7200031- Tiffany AustinInvestment adviser representativeSage Private Wealth GroupCRD 7264327
Danielle Parris-ExlineShareholderPeace of Mind FinancialCRD 7285794- Jennifer HernandezInvestment adviser representativePetra Financial AdvisorsCRD 7296984
Tristan SmithInvestment adviser representativeBauer Wealth ManagementCRD 7361738
Sarah PriceInvestment adviser representativeBonfire FinancialCRD 7597640- Elizabeth BruerInvestment adviser representativeSmith Bruer AdvisorsCRD 7662226
Samuel AddingtonInvestment adviser representativeCity Center AdvisorsCRD 7847718- Daniel RicksInvestment adviser representativeTransce3ndCRD 7989341
- Casey DickinsonInvestment adviser representativeTruAdvisors FinancialCRD 8065441
Albert DipentinoInvestment adviser representativeSenior Tax Advisory GroupCRD 8204647
Kyle DeMersInvestment adviser representativeBonfire FinancialCRD 8221194- Lindsay WhiddonInvestment adviser representative56 Capital PartnersCRD 8229321
Locations reflect the office in each adviser’s sourced profile, rather than their firm’s headquarters or the states where they hold registrations. Profiles without a reported office remain in the main directory. Source dates and links appear on each profile. How this directory is compiled.