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Addison Ryan Colgrove

Advisor at TIAA-CREF — Morrison, CO

Updated today

Credentials

Series 66

Experience

16 years

Location

Morrison, CO

TIAA-CREF logo

TIAA-CREF

Enterprise

Total advisors

1,698

Across 219 offices

Clients per advisor

43 Low

Avg AUM per client

$523,144 Typical

HNW client ratio

65% Very High

About

Addison Colgrove is a financial advisor with TIAA-CREF in Denver, CO, holding a Series 66 designation and 16 years of industry experience. He has been with TIAA-CREF since 2015. Outside of advising, he is the owner of Natural Medicinals LLC, a company focused on cultivating and selling Lion's Mane mushrooms, which are used for gourmet cooking and potential medicinal benefits. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management using model and customized portfolios, operating within a vertically integrated group that includes affiliated funds.

Client services

Based on TIAA-CREF

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on TIAA-CREF

General estate planning guidance Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on TIAA-CREF

Educators, Teachers, and Academics Founder/Business Owner

Demographic focus

Based on TIAA-CREF

Approaching retirement Mid-Career Professionals

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Fee options

Percentage

$0 - $5,000: 0.30% annually (TIAA Personal Portfolio wrap fee) $5,001 - $25,000: No tier explicitly stated between $5K and $25K; see tiers below for higher levels $25,000+: Range from 1.15% to 0.40% annually (TIAA Portfolio Advisor wrap fee with brackets) No minimum - $1,000,000: 0.50% annually (Private Asset Management asset-based fee) $1,000,000+: From 0.90% to 0.40% annually for blended portfolio (Private Asset Management asset-based fee)

Other

Account minimum: $1,000,000

Location

See office

Morrison, CO

Morrison CO

Advisors at this office

1

Most active in

Colorado

Work history

16 years of industry experience

TIAA-CREF

2015 - Present • 11 years

Denver, CO

Tiaa

2015 - Present • 11 years

Denver, CO

Charles Schwab

2010 - 2015 • 5 years

CO

Waddell & Reed

2009 - 2010 • 1 year

West Chester, OH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Michael H

CFP®, Series 66

Arvada, CO

Clearpath Legacy Planning

Michael Hunter is a CFP® professional with 12 years of industry experience. He currently works at Retire Right Planning, LLC and has prior experience at Motley Fool Wealth Management and Personal Capital Advisors. Retire Right Planning serves individual and high-net-worth clients with discretionary portfolio management, written financial plans, and one-time or hourly financial planning engagements. The firm employs a diversified investment approach combining value, safety, quality, momentum, volatility, and economic-indicator strategies, with a focus on risk control and regular account reviews.

RSUs / ISOs / NSOs Retirement income strategy Early retirement planning College savings (529s, UTMA, etc.) Business succession planning Founder/Business Owner Retired Executive Young Professionals Mid-Career Professionals Approaching retirement Young Families Established Professionals

Jack F

CFP®

Littleton, CO

Elevate Wealth Management

Jonathan Fecko is a CFP® professional at Elevate Wealth Management with four years of industry experience. His prior roles include positions at Frontier Asset Management, Potomac Fund Management Inc., and The Vanguard Group, Inc. He is based in Littleton, CO and Pittsburgh, PA. Elevate Wealth Management provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, families, trusts, retirement plans, and select institutional entities. The firm employs diversified strategic and tactical asset allocation, integrating equities, fixed income, mutual funds/ETFs, and alternatives, and offers impact/ESG options including Biblically Responsible Investing.

Equity compensation tax strategy General tax planning Concentrated stock management Wealth management Tax strategies for small businesses Founder/Business Owner Retired Sales Professional Doctor or Medical Professional Technology Professional HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Young Professionals
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William K

Series 65, Series 66

Denver, CO

Brightward Financial LLC

William Kowalski Jr. is a financial advisor at Brightward Financial LLC in Denver, CO, holding Series 65 and Series 66 licenses with six years of industry experience. His previous roles include positions at The Millstone Evans Group, Atomos Nuclear and Space Corporation, and Raymond James & Associates. Brightward Financial LLC provides discretionary portfolio management, financial planning, and pension consulting services to individuals and business entities. The firm employs a multi-asset investment approach using proprietary models focused on diversification and tax-aware total-return strategies.

Tax-loss harvesting College savings (529s, UTMA, etc.) Life insurance needs analysis Options & derivatives strategies
user avatar

Nicholas W

CFP®, Series 63, Series 65, Series 66

Denver, CO

46 North Financial

Nicholas Weisert is a CFP® with 13 years of industry experience, currently serving as the sole advisor at 46 North Financial. His prior roles include positions at Integra Financial, Inc., MML Investors Services, Mass Mutual Life Insurance Company, and DaVita Healthcare Partners. He operates 46 North Financial under Weisert Wealth Management, LLC and is based in Denver, CO. 46 North Financial is a fee-only registered investment adviser providing investment management, financial planning, and retirement plan consulting for individuals, corporations, charitable organizations, and employer-sponsored plans. The firm is notable for its work with charitable organizations and ERISA fiduciary services, utilizing institutional model marketplaces and sub-advisers to tailor investment solutions.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Retired
user avatar

Bart S

Series 63, Series 65

Denver, CO

Skidmore Advisory Services, Inc.

Bart Skidmore is the principal advisor at Skidmore Advisory Services, Inc. in Denver, CO, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been President of an accounting and tax firm since 2001, where he performs occasional tax work. Skidmore also serves as President of a property management company since 2007. Skidmore Advisory Services provides personalized financial planning and asset management to individuals, trusts, estates, charitable organizations, schools, political subdivisions, and small businesses. The firm tailors investment programs based on clients’ objectives and risk tolerance, uses fundamental analysis and third-party research, and offers both discretionary and non-discretionary portfolio management alongside financial planning services.

Income planning General tax planning Options & derivatives strategies
user avatar

Darren S

Series 66

Denver, CO

Aviator Wealth Group

Darren Spreeuw is a financial advisor with Aviator Wealth Group in Denver, CO, holding a Series 66 credential and nine years of industry experience. Prior to founding Aviator Wealth Group in 2024, he worked at Ratio Wealth Group, LLC from 2016 to 2024 and MML Investors Services from 2016 to 2019. He serves as chairman of the board for the Colorado Student Leaders Institute, a nonprofit organization. Aviator Wealth Group provides investment management and financial planning services to individuals, trusts, foundations, estates, charitable organizations, corporations, and business owners. The firm utilizes a top-down, macro-environmental approach to asset allocation combined with fundamental, quantitative, and technical analysis, offering tailored portfolio management and consulting services including generational transitions and business exit planning.

Retirement income strategy Early retirement planning Private / alternative investments Real estate investing Cash flow / budgeting Founder/Business Owner Executive Approaching retirement Mid-Career Professionals
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