Colin Robb Peldo
Advisor at LPL Financial — Sheridan, WY N Main St
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
26 years
Location
Sheridan, WY 82801
LPL Financial
Institution
Colin Peldo is a financial advisor with LPL Financial in Sheridan, Wyoming, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at ICA Group Wealth Management, Investment Centers of America, Bancwest Investment Services, and Cetera Investment Services. Outside of his advisory work, he serves as an 8th grade basketball coach for Sheridan County School District #2. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing various investment strategies and advisor-support tools.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Sheridan, WY N Main St
45 N Main St
Sheridan WY 82801
Advisors at this office
5
Texas · Wyoming
26 years of industry experience
ICA Group Wealth Management, LLC
2022 - 2024 • 2 years
Sheridan, WY
LPL Financial
2017 - Present • 9 years
Sheridan, WY
Investment Centers of America, Inc.
2008 - 2017 • 9 years
Sheridan, WY
Bancwest Investment Services, Inc.
2006 - 2008 • 2 years
WY
Cetera Investment Services Llc
2006 - 2006 • 1 year
Sheridan, WY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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