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Cameron Cole Williams

Advisor at STIFEL — Glenwood Springs, CO

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

39 years

Location

Glenwood Springs, CO 81601

STIFEL logo

STIFEL

Institution

Total advisors

3,340

Across 469 offices

Clients per advisor

69 Very Low

Avg AUM per client

$773,556 Very High

HNW client ratio

32% High

About

Cameron Williams is a CFP® professional with 39 years of industry experience, currently serving as a financial advisor at Stifel since 2009. He holds Series 63 and Series 65 licenses and is based in Glenwood Springs, Colorado. Outside of finance, he is a partner in a cooperative art gallery, Gallery 809 DBA Cooper Corner Gallery, in Glenwood Springs. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

Client services

Based on STIFEL

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

Expertise

Based on STIFEL

General retirement planning Income planning

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Fee options

Commissions

Commissions applicable when implementing securities transactions via brokerage accounts; separate and not included in financial planning fees

Other

Minimum fee: Up to $5,000 for fee-based financial planning services, negotiable depending on complexity and scope Fee-only: Fee-based financial planning services charged as a fixed fee up to $5,000

Location

See office

Glenwood Springs, CO

2520 S. Grand Ave., Suite 210

Glenwood Springs CO 81601

Advisors at this office

5

Most active in

Colorado · Texas

Work history

39 years of industry experience

STiFEL NICOLAUS & CO INC

2009 - Present • 17 years

Glenwood Springs, CO

Disclosures

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

Business activities & affiliations

Gus J

CFP®

Glenwood Springs, CO

Systematic Wealth Management, Inc.

Gus Jepsen is the President and CEO of Systematic Wealth Management. He has a proven track record working with high-net-worth individuals, foundations, and institutional investors. He was instrumental in building a rapidly growing Denver-based Registered Investment Advisor practice, which was ultimately acquired by a private equity-backed group. His diverse client roster has included entrepreneurs, executives, former State Governors, and senior members of Congress. Gus holds an MSc in Carbon Finance from the University of Edinburgh and a B.S. in Business Administration from the University of Denver. His background includes work in sustainable finance and collaboration with academic and institutional partners on investment data strategy. Outside the office, Gus is an avid adventurer. He has bikepacked the Great Divide Mountain Bike Route, rafted the Grand Canyon, snowboarded the Canadian Rockies, the French Alps, and Hokkaido, and completed multiple mountaineering expeditions in Alaska. He lives with his wife and son in Glenwood Springs, Colorado.

General retirement planning General tax planning Factor investing / smart beta Exec comp design Business ownership considerations Engineering Professional Technology Professional Attorney Founder/Business Owner Retired Established Professionals Approaching retirement Retired Widow/Widower Divorced

Brian L

CFP®, CFA®

Basalt, CO

Sherwood Wealth Management

Brian Littlejohn is a CFP® and CFA® credentialed financial advisor with 19 years of industry experience. He is the sole advisor at Sherwood Wealth Management, an independent firm based in Basalt, Colorado. His prior work includes roles at Opus Financial Solutions LLC and Sherwood Investment Management LLC. Sherwood Wealth Management serves a selective group of individual clients, providing comprehensive financial planning, investment consultation, and discretionary portfolio management. The firm employs a documented, disciplined process that incorporates fundamental, technical, and cyclical analysis to build diversified portfolios tailored to client risk tolerances.

Wealth management General estate planning guidance General tax planning
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Antonio A

Series 63, Series 65

Glenwood Springs, CO

Antunes International Investment Management

Antonio Antunes is the sole advisor at Antunes International Investment Management in Glenwood Springs, CO, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Antunes International Investment Management since 2007. The firm provides fee-only investment management and financial planning to individuals, trusts, and nonprofit organizations, with a focus on discretionary portfolio management and written financial plans. Its investment approach combines long-term strategic asset allocation with shorter-term tactical adjustments, using fundamental, technical, and cyclical analyses, and serves a notable international client base including charitable organizations.

Cash flow / budgeting Tax strategies for small businesses General estate planning guidance Real estate investing
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Bradley Z

Series 65

Carbondale, CO

Aspen Financial Solutions, LLC

Bradley Zanin is a Series 65 licensed financial advisor with 26 years of industry experience. He has been with Aspen Financial Solutions, LLC, an independent firm based in Carbondale, CO, since 2011 and also operates Cow Horse Productions, LLC. Aspen Financial Solutions provides discretionary portfolio management to individuals, high-net-worth clients, and charitable organizations. The firm follows a long-term, low-cost, index-based asset allocation strategy combined with options and diversified securities, managing approximately $17 million across 13 client accounts as a solo adviser.

Active portfolio management Options & derivatives strategies Passive / index investing
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Martin K

CFP®, Series 65

Basalt, CO

Flagstone Financial Advisors, Inc.

Martin Knous is a CFP® with seven years of industry experience, currently serving at Flagstone Financial Advisors, Inc. since 2018. Prior to joining Flagstone, he worked at Anton Collins Mitchell LLP for three years. Flagstone Financial Advisors, Inc. provides discretionary investment management and financial planning to individuals, trusts, charitable organizations, corporations, and estates. The firm manages approximately $75 million and emphasizes customized, client-driven portfolios using no-load mutual funds, ETFs, and equities, with a focus on long-term investing complemented by periodic account reviews and tax-informed planning.

College savings (529s, UTMA, etc.) Cash flow / budgeting General retirement planning Income planning
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Ryan P

CFP®, ChFC®, Series 63

Glenwood Springs, CO

Sunlight Peaks Financial Partners, LLC

Ryan Parson is a financial advisor with Sunlight Peaks Financial Partners, LLC, holding the CFP® and ChFC® designations and seven years of industry experience. He previously worked at Colonial Capital Management, LLC and has been associated with Heritage Capital USA, Inc. since 2012. Outside of his advisory role, Parson is involved in various business management and ownership activities, including several non-investment-related entities focused on real estate and transportation. Sunlight Peaks Financial Partners provides investment consulting, private investment sourcing, and financial planning primarily to accredited and qualified investors with significant investable assets. The firm operates on a non-discretionary, consultative basis, emphasizing buy-and-hold strategic asset allocation and due diligence for private funds, and offers services including a Virtual Family Office for complex household relationships.

Wealth management Private / alternative investments Charitable giving & philanthropy
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