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Financial Advisor   

$64MM AUM | $606,000 GDC in Colorado Springs, CO

Member Level
Basic
Last Activity
6 months or more

Business Mix:

2% Comm
98% Fee

General

Location
Colorado Springs, CO, US
12 Month Gross Revenue
$606,000
Number of Accounts
800
Avg Client Age
58

Overview

We are a team practice with a strong financial planning bias. We both are CFP's. My partner is a CFA and manages the investments to support the plans. He serves on the El Paso County Retirement Plan Board and Investment Advisory Board for Ft. Lewis College. We plan to evolve our team practice into a business enterprise for a select number of advice and investment clients.

 
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