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Colton James Blackman

Advisor at LPL Financial — Rutland, VT Allen St

Updated today

Credentials

Series 66

Experience

10 years

Location

Rutland, VT 05701

LPL Financial logo

LPL Financial

Institution

Total advisors

22,678

Across 10,420 offices

Clients per advisor

87 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Colton Blackman is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Eaton Vance Management and CUNA Brokerage Services, Inc. Outside of his advisory role, he is a business owner of First Chair Syrup, Inc., a company unrelated to investment services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party models.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Rutland, VT Allen St

30 Allen St

Rutland VT 05701

Advisors at this office

1

Most active in

Texas · Vermont

Work history

10 years of industry experience

LPL Financial, llc

2022 - Present • 4 years

Rutland, VT

Heritage Family FCU

2022 - Present • 4 years

Rutland, VT

CUNA Brokerage Services, Inc.

2022 - 2022 • 1 year

Waverly, IA

Eaton Vance Management

2020 - 2022 • 2 years

Boston, MA

Eaton Vance Management

2016 - 2020 • 4 years

Boston, MA

Disclosures

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

Business activities & affiliations

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Timothy R

Series 66

Killington, VT

Alpenglow Advisors LLC

Timothy Ryan is a financial advisor at Alpenglow Advisors LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Personal Capital Advisors, Bank of America, Merrill Lynch, and Morgan Stanley. Alpenglow Advisors LLC provides goals-based financial planning and portfolio management to individuals, families, and small businesses. The firm emphasizes asset allocation and diversification, using automated rebalancing, tax-loss harvesting, and asset-location tools, and leverages Betterment’s institutional platform for trade aggregation and custody-related support.

Tax-loss harvesting
user avatar

Steven M

Series 66

Rutland, VT

Greenhill Financial Partners

Steven Morneau is a financial advisor at Greenhill Financial Partners with 17 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Cuna Brokerage Services, and Heritage Family Credit Union. He serves as a volunteer board member and treasurer for The Rutland Area Food Coop, where he oversees policy and financial reviews. Greenhill Financial Partners advises individuals, families, and select business clients with a planning-driven investment approach that includes asset allocation, model portfolios, and unified managed accounts. The firm offers diverse service paths, including divorce financial planning and short, educational client engagements.

Divorce financial planning Annuities General retirement planning
user avatar

Dominic S

Series 66

Rutland, VT

Greenhill Financial Partners

Dominic Stilwell is a financial advisor at Greenhill Financial Partners with four years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial LLC, Vermont State Employees Credit Union, and Edward Jones. Outside of his advisory role, he is an independent licensed insurance agent. Greenhill Financial Partners serves individuals and families, including trusts, estates, and retirement accounts, offering financial planning, investment management, and divorce financial planning. The firm employs a planning-driven investment approach with asset allocation, diversification, and model portfolios, and provides distinct service paths ranging from introductory consultations to ongoing comprehensive planning.

Divorce financial planning Annuities General retirement planning
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Richard G

Series 63, Series 65

Killington, VT

Woodstock Wealth Management, Inc.

Richard Girgis is a financial advisor at Woodstock Wealth Management, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for LPL Financial, LLC for 22 years. Woodstock Wealth Management, Inc. provides financial planning, discretionary portfolio management, and access to third-party asset managers to individuals, businesses, charities, and retirement plans. The firm manages client assets on a discretionary basis and offers a performance-based fee program alongside standard asset-based fee structures.

Founder/Business Owner
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Collin F

Series 66

Rutland, VT

Global Assets Advisory, LLC

Collin Fingon is a financial advisor with Global Assets Advisory, LLC, holding a Series 66 credential and over 22 years of industry experience. His career includes roles at International Assets Investments Management LLC, Cetera Advisors, and Bright Futures Wealth Management. Outside of advising, he is a member and manager of Brix Bistro, a restaurant and bar in Rutland, VT, and serves on the boards of the Lake Bomoseen Preservation Trust and the Rutland Town School Board. Global Assets Advisory, LLC is an SEC-registered firm serving individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm manages approximately $552 million through a team of advisors, providing investment management, financial planning, and retirement advisory services while employing customized portfolios and a combination of internal and third-party asset management.

Active portfolio management Options & derivatives strategies Concentrated stock management
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Todd W

Series 66

Wells, VT

Vanderbilt Advisory Services

Todd Walker is a financial advisor with Vanderbilt Advisory Services, holding a Series 66 credential and having 21 years of industry experience. He previously worked at Financial West Group and operated FinancialCopy.com. Outside of advisory duties, he is a founder of Greenvest and serves as a board member of 4Winds Nature Institute. Vanderbilt Advisory Services serves a broad range of clients including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation using fundamental, technical, and charting analysis, and offers a variety of portfolio management and financial planning services, with a notable integration of retirement-plan and benefits firms.

Wealth management Active portfolio management Tax-loss harvesting General estate planning guidance
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