user avatar

Andrew Michael Palmasano

Advisor at Concurrent Investment Advisors, LLC — Canon City, CO

Updated today

Credentials

Series 63, Series 65

Experience

18 years

Location

Cañon City, CO 81212

Concurrent Investment Advisors, LLC logo

Concurrent Investment Advisors, LLC

Multi-team

Total advisors

280

Across 91 offices

Clients per advisor

47 Low

Avg AUM per client

$1,183,802 High

HNW client ratio

23% Typical

About

Andrew Palmasano is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at firms including Maverick Wealth Advisors, Canon City Financial Services, Raymond James Financial Services, and Black Creek Group. Palmasano serves as treasurer of the Canon City Area Recreation and Park District. Concurrent Investment Advisors, LLC provides wealth management, investment management, and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm employs a long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, managing approximately $15.7 billion in assets across a multi-office platform.

Client services

Based on Concurrent Investment Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Concurrent Investment Advisors, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k)

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Project-based financial planning fixed fees up to $25,000; ongoing financial planning fixed fees up to $200,000 annually; fixed quarterly fees possible for investment management

Percentage

$0 - $1,000,000: 2.00% annually $1,000,001 - $2,000,000: 1.70% annually $2,000,001 - $3,000,000: 1.60% annually $3,000,001 - $5,000,000: 1.50% annually $5,000,001 - $7,500,000: 1.40% annually $7,500,001 - $10,000,000: 1.30% annually $10,000,001+: 1.00% annually

Commissions

Advisory Persons may earn commissions as Registered Representatives and insurance agents; separate from advisor fees

Project-based

Financial planning services billed up to $500 per hour

Other

Fee-only: Financial planning: up to $500/hour; fixed fee up to $25,000; ongoing fixed annual fee up to $200,000 per year

Location

See office

Canon City, CO

618 Macon Ave

Canon City CO 81212

Advisors at this office

2

Most active in

Colorado

Work history

18 years of industry experience

Maverick Wealth Advisors

2023 - Present • 3 years

Canon City, CO

Concurrent Investment Advisors LLC

2023 - Present • 3 years

Cañon City, CO

Canon City Financial Services

2018 - 2023 • 5 years

Cañon City, CO

Raymond James Financial Services Advisors Inc.

2018 - 2023 • 5 years

Canon City, CO

Raymond James Financail Services, Inc

2018 - 2023 • 5 years

Canon City, CO

Black Creek Group

2012 - 2018 • 6 years

Denver, CO

Disclosures

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

Business activities & affiliations

user avatar

Andrew H

ChFC®, Series 63

Canon City, CO

Hahn Financial Services, LLC

Andrew Hahn is the principal advisor at Hahn Financial Services, LLC in Canon City, Colorado, with 26 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to his current role, he worked at Global Financial Private Capital, LLC and has been affiliated with various Hahn Financial Services entities since 2007. In addition to advisory services, he is a licensed insurance agent offering fixed indexed annuities, long-term care, term, and whole life insurance policies. Hahn Financial Services provides asset management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm’s investment approach focuses on long-term strategies such as asset allocation, dollar-cost averaging, and dividend reinvestment, with ongoing discretionary portfolio reviews to align with clients’ objectives and risk tolerance.

Retirement income strategy Income planning Annuities General estate planning guidance Long-term care insurance
user avatar

Sean M

Series 63, Series 65

Canon City, CO

Concurrent Investment Advisors, LLC

Sean Morton is a financial advisor at Concurrent Investment Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Raymond James Financial and Canon City Financial Services. Morton is also the owner of Maverick Wealth Advisors, where he serves as an independent contractor. Concurrent Investment Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets through customized portfolios using ETFs, mutual funds, individual securities, and alternative investments, employing a primarily long-term investment approach.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

John W

Series 63, Series 65

Florence, CO

Mutual of Omaha Investor Services, Inc.

John Wysong is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and having four years of industry experience. He has worked at Mutual of Omaha Investor Services since 2021 and also serves as an insurance agent. Outside of his financial career, Wysong has been a member of the Florence Volunteer Fire Department since 1992 and serves on the Florence Fire Protection District board. He also provides EMS services as a part-time EMT-intermediate for Gunnison Valley Health and acts as a medical training consultant for Holcim Cement. Mutual of Omaha Investor Services, Inc. offers advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm delivers financial planning, third-party money manager programs, and retirement plan consulting primarily through its network of Investment Advisor Representatives.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
user avatar

Jeffrey M

PFS™

Canon City, CO

Waverly Advisors, LLC

Jeffrey Mueller is a financial advisor at Waverly Advisors, LLC with 27 years of industry experience. He holds the PFS™ designation and has previously operated Mueller Financial Solutions Co. and Mueller and Associates PC. Outside of his advisory work, he serves as a shareholder and treasurer for a family stone company and is a trustee of a local family trust. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations and offers a range of investment management and planning services.

Private / alternative investments Real estate investing Options & derivatives strategies Tax-loss harvesting Multi-generational wealth transfer Founder/Business Owner Executive
user avatar

Christian P

Series 66

Canon City, CO

LPL Financial

Christian Pineda is a financial advisor with LPL Financial in Canon City, Colorado, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2025, he worked at Edward Jones for three years and held positions outside the financial industry, including at Pueblo Dodge Chrysler Jeep Ram and Colorado State University Pueblo. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options supported by research and model portfolios.

College savings (529s, UTMA, etc.)
user avatar

Janice G

Series 66

Canon City, CO

Cetera

Janice Graham is a Series 66 licensed advisor with Cetera, bringing nine years of industry experience. She has prior experience at Avantax Insurance Agency and Avantax Investment Services and serves as president of Graham & Associates CPAs PC, a tax preparation and accounting firm. She is also actively involved as a fiduciary trustee and court-appointed conservator managing trusts and minor conservatorships. Cetera Investment Advisers LLC is a large SEC-registered adviser supporting individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform that offers a range of portfolio management and advisory services. The firm enables advisors to implement various investment strategies with discretionary and non-discretionary options across multiple program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")