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 66
Experience Industry experience
29 years
Location
Forsyth, MT 59327
Colorado Financial Service Corporation
Team
Clients per advisor
13 Very LowAvg AUM per client
$447,110 Very LowHNW client ratio
100% Very HighNick Hubbard is a financial advisor with Colorado Financial Service Corporation, holding a Series 66 designation and 29 years of industry experience. He has been with Colorado Financial Service Corporation since 2009 and also operates Hubbard Financial, which focuses on fixed annuities and life insurance sales. Colorado Financial Service Corporation provides financial planning, consulting, and portfolio management primarily for high-net-worth individuals, pension and profit-sharing plans, and other legal entities. The firm emphasizes customized portfolios using mutual funds, ETFs, individual stocks, and bonds, and offers both discretionary and 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
Forsyth, MT
775 Main Street
Forsyth MT 59327
Advisors at this office
1
Alaska · California · Montana · Wyoming
29 years of industry experience
Colorado Financial Service Corporation
2009 - Present • 17 years
Centennial, CO
Hubbard Financial
2004 - Present • 22 years
Forsyth, MT
PRUCO Securities, LLC.
1999 - 2004 • 5 years
Forsyth, MT
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)