Advisor at Colorado Financial Service Corporation
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.
Location
Forsyth, MT 59327
Credentials
Series 66
Industry experience
28 years
Nick Hubbard is a financial advisor with Colorado Financial Service Corporation, holding a Series 66 designation and bringing 28 years of industry experience. He has worked at Colorado Financial Service Corporation since 2009 and also owns Hubbard Financial, where he manages fixed annuities and life insurance sales. Colorado Financial Service Corporation provides financial planning, consulting, and portfolio management primarily to high-net-worth individuals, pension and profit-sharing plans, and other legal entities. The firm offers customized portfolios using mutual funds, ETFs, individual stocks, and bonds, with options for discretionary or non-discretionary account management.
Based on Colorado Financial Service Corporation
Fixed fee range of $200 to $1,500 for financial planning services
Less than $100,000 - $100,000: 2.5% $100,001 - $500,000: 2.0% $500,001 - $1,000,000: 1.75% $1,000,001 - $2,500,000: 1.5% Over $2,500,000+: Negotiable
Separate compensation in the form of commissions for securities and insurance product transactions
$200 per hour for financial planning services
Fee-only: Hourly fee of $200 per hour; Fixed fee range of $200 to $1,500 for financial planning services
775 Main Street
Forsyth, MT 59327
Alaska · California · Montana · Wyoming
Colorado Financial Service Corporation
2009 - Present (17 years)
Hubbard Financial
2004 - Present (22 years)
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.
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:
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.
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