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Kenton Hillard Huff

Advisor at LPL Financial — Evergreen, CO Castle Ct

Updated today

Credentials

Series 63, Series 65

Experience

36 years

Location

Evergreen, CO 80439

LPL Financial logo

LPL Financial

Institution

Total advisors

22,761

Across 10,460 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Kenton Huff is a financial advisor with LPL Financial in Evergreen, CO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he is involved in insurance sales through Huff Insurance Services and participates in direct sales of nutritional products. 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 a range of financial planning and advisory programs supported by research and multiple management options.

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

Evergreen, CO Castle Ct

32186 Castle Ct Ste 210

Evergreen CO 80439

Advisors at this office

1

Most active in

Colorado · Texas

Work history

36 years of industry experience

LPL Financial, llc

2010 - Present • 16 years

Evergreen, CO

Equitable Advisors

2007 - 2010 • 3 years

CO

1717 Capital Management Company

2004 - 2007 • 3 years

Evergreen, CO

Disclosures

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

Business activities & affiliations

Michael H

CFP®, Series 66

Arvada, CO

Clearpath Legacy Planning

Michael Hunter is a CFP® professional with 12 years of industry experience. He currently works at Retire Right Planning, LLC and has prior experience at Motley Fool Wealth Management and Personal Capital Advisors. Retire Right Planning serves individual and high-net-worth clients with discretionary portfolio management, written financial plans, and one-time or hourly financial planning engagements. The firm employs a diversified investment approach combining value, safety, quality, momentum, volatility, and economic-indicator strategies, with a focus on risk control and regular account reviews.

RSUs / ISOs / NSOs Retirement income strategy Early retirement planning College savings (529s, UTMA, etc.) Business succession planning Founder/Business Owner Retired Executive Young Professionals Mid-Career Professionals Approaching retirement Young Families Established Professionals
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Victor G

CFP®, Series 63, Series 65

Arvada, CO

Blueprint Financial Services

Victor Guettlein is a CFP® professional with 25 years of industry experience, currently serving as the sole advisor at Blueprint Financial Services in Arvada, Colorado. He has worked extensively with Blueprint Financial Services since 1996, with a two-year period at Wealthsource Partners. In addition to his advisory role, he operates a separate insurance practice. Blueprint Financial Services offers discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and small businesses. The firm emphasizes risk-aware, downside-focused portfolios and utilizes structured notes and other instruments to reduce volatility and protect capital, while providing both ERISA 3(21) advisory and ERISA 3(38) discretionary investment manager services for retirement plans.

Retirement income strategy Social Security optimization College savings (529s, UTMA, etc.) Wealth management Founder/Business Owner
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Ronald M

Series 66

Evergreen, CO

Manning Financial Advisors

Ronald Manning II is a financial advisor at Manning Financial Advisors in Evergreen, CO, with 24 years of industry experience. He holds the Series 66 designation and has previously worked at Eggert Financial Management, Inc. and Colorado Financial Service Corp. Manning Financial Advisors serves high-net-worth accredited investors, trusts, and business entities with concentrated real-estate investments, focusing on specialized financial planning and tax-deferred exchange reporting. The firm emphasizes an asset-allocation approach aimed at reducing concentration risk and increasing income through conservative, long-term net-leased real estate portfolios.

Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Steven F

Series 63, Series 65

Evergreen, CO

Fossel Capital Management LLC

Steven Fossel is the sole advisor at Fossel Capital Management LLC in Evergreen, Colorado. He holds Series 63 and Series 65 licenses and has 15 years of industry experience, having led his firm since 2003. Fossel Capital Management provides discretionary portfolio management to high-net-worth individuals, their trusts, and not-for-profit organizations. The firm uses a relative-value investment approach with bottom-up fundamental analysis, offering customized, broadly diversified, and tax-aware portfolios.

Active portfolio management Options & derivatives strategies
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Devika K

CFP®, Series 66

Evergreen, CO

Sohum Financial Planning, LLC

Devika Kamboh is a financial advisor at Sohum Financial Planning, LLC with 25 years of industry experience. She holds the CFP® and Series 66 designations. Outside of advising, she is the owner and CEO of Sohum Mountain Ranch LLC, a non-investment related business. Sohum Financial Planning LLC provides discretionary asset management, comprehensive financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers customized investment programs and quarterly subscription services, using fundamental and technical analysis alongside Monte Carlo planning, with accounts custodied at Charles Schwab and reviewed at least quarterly.

General retirement planning Medicare planning Life insurance needs analysis Long-term care insurance Cash flow / budgeting
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Mark M

CFP®, Series 65

Littleton, CO

Mogle Financial Solutions

Mark Mogle is a CFP® and Series 65-licensed financial advisor with 11 years of industry experience. He is the sole advisor at Mogle Financial Solutions, an independent firm he founded in 2026. Prior to establishing his own practice, he worked at Paller Financial Services, Virtue Capital Management, Legacy Financial, and Jack Nadel International. Mogle Financial Solutions serves high-net-worth families with investable assets above $500,000, offering discretionary asset management and financial planning contingent on investment management engagement. The firm uses a blended active and passive investment approach tailored to client objectives and employs proprietary and third-party model portfolios while providing portfolio monitoring and investor behavior coaching.

Cash flow / budgeting General retirement planning
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