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Credentials
CFP®, Series 63, Series 65
Experience Industry experience
28 years
Location
Cotopaxi, CO
Strategic Wealth Partners, LLC
Independent
Total advisors
1Clients per advisor
52 HighAvg AUM per client
$273,334 LowHNW client ratio
85% Very HighDavid Vogt is a CFP® professional with 27 years of industry experience. He has served as the principal advisor at Strategic Wealth Partners, LLC since 2011 and has worked concurrently at The Equitable Life Assurance Society of the United States since 1998. In addition to his advisory role, he operates an outside insurance brokerage business. Strategic Wealth Partners provides financial planning and discretionary investment management to individuals, households, and select institutional clients, including trusts, foundations, pensions, and corporations. The firm employs client-specific asset allocation guidelines based on fundamental research and risk assessments and incorporates alternative real-estate-related investments in its portfolios.
Based on Strategic Wealth Partners, LLC
Fixed fees for financial planning ranging from $3,000 to $25,000, negotiable based on complexity
0.50% to 1.75% per annum (fees vary by account size, complexity, and other factors; negotiable)
Commissions are earned by the firm for insurance product transactions through insurance agency services, separate from advisory fees
$425.00 per hour for financial planning
Account minimum: $500,000 Fee-only: Hourly rate at $425 per hour; Fixed fees ranging from $3,000 to $25,000 for financial planning (fees negotiable and depend on complexity)
Cotopaxi, CO
Cotopaxi CO
Advisors at this office
1
Colorado
28 years of industry experience
Strategic Wealth Partners LLC
2011 - Present • 15 years
Cotopaxi, CO
The Equitable Life Assurance Society Of The United States
1998 - Present • 28 years
Falls Church, VA
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.
Is not active or affiliated with:
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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Cotopaxi, CO
Kestra Advisory
Jodi Woodruff is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She previously worked at Commonwealth Financial Network and operated Woodruff Financial Consultants, LLC for over two decades. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, and advisor-managed accounts. The firm serves a diverse client base that includes large institutional investors and sovereign wealth funds, utilizing multiple management platforms and third-party solutions.
ChFC®, Series 63, Series 65
Cotopaxi, CO
Cambridge Investment Research Advisors
David Kaiser is a ChFC® credentialed financial advisor with over 32 years of industry experience. He has been with Cambridge Investment Research Advisors since 2008 and also serves as president of Pinnacor Financial Group, where he has been involved since 2000. Kaiser is engaged in tax preparation services through a related S-corporation and holds independent insurance agency roles. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a range of portfolio management and model-based solutions.
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