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Sean Robert Kommerstad

Advisor at Grimes & Company — Indian Hills, CO

Updated today

Credentials

ChFC®, Series 63, Series 65

Experience

10 years

Location

Indian Hills, CO

Grimes & Company logo

Grimes & Company

Multi-team

Total advisors

38

Across 10 offices

Clients per advisor

96 Very High

Avg AUM per client

$1,579,649 High

HNW client ratio

49% Very High

About

Sean Kommerstad is a financial advisor at Grimes & Company with 10 years of industry experience. He holds the Chartered Financial Consultant (ChFC®) designation as well as Series 63 and Series 65 licenses. Prior to joining Grimes & Company in 2025, he worked at Two Rivers Capital Consulting for nine years and Invesco Advisers, Inc. for one year. Grimes & Company provides discretionary portfolio management and financial planning services to individual and institutional clients, including estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm employs customized investment strategies based on proprietary research and offers trustee services, sub-advisory arrangements, and allocates across a range of investment vehicles, including mutual funds, ETFs, individual securities, and private funds.

Client services

Based on Grimes & Company

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Grimes & Company

Private / alternative investments Options & derivatives strategies

Occupation focus

Based on Grimes & Company

Founder/Business Owner Retired Executive

Demographic focus

Based on Grimes & Company

Values-based investing

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Fee options

Percentage

$0 - $500,000: 1.25% $500,000.01 - $2,000,000: 1.00% $2,000,000.01 - $7,000,000: 0.75% $7,000,000.01 - $10,000,000: 0.65% $10,000,000.01+: 0.50%

Other

Account minimum: $500,000

Location

See office

Indian Hills, CO

Indian Hills CO

Advisors at this office

1

Most active in

Colorado · Texas

Work history

10 years of industry experience

Grimes & Company

2025 - Present • 1 year

Indian Hills, CO

Two Rivers Capital Consulting

2016 - 2025 • 9 years

Indian Hills, CO

Invesco Advisers, Inc.

2015 - 2016 • 1 year

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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Brynna W

Series 63, Series 65

Denver, CO

Citrine & Gold LLC

Brynna Wilson is a financial advisor at Citrine & Gold LLC in Denver, CO, with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at New York Life Insurance Company and NYLIFE Securities, LLC. Outside of her advisory work, she owns The Sauna Room, a business offering infrared sauna rentals, and serves as a board member for The Jamin Fund, a nonprofit that provides scholarships and builds schools in developing countries. Citrine & Gold provides portfolio management and comprehensive financial planning services to individuals, trusts, estates, corporations, and other business entities. The firm employs model portfolios and a three-stage framework focused on asset allocation and distribution planning, serving a small client base with both discretionary and standalone planning engagements.

General retirement planning Cash flow / budgeting Wealth management Active portfolio management

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

Jack F

CFP®

Littleton, CO

Elevate Wealth Management

Jonathan Fecko is a CFP® professional at Elevate Wealth Management with four years of industry experience. His prior roles include positions at Frontier Asset Management, Potomac Fund Management Inc., and The Vanguard Group, Inc. He is based in Littleton, CO and Pittsburgh, PA. Elevate Wealth Management provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, families, trusts, retirement plans, and select institutional entities. The firm employs diversified strategic and tactical asset allocation, integrating equities, fixed income, mutual funds/ETFs, and alternatives, and offers impact/ESG options including Biblically Responsible Investing.

Equity compensation tax strategy General tax planning Concentrated stock management Wealth management Tax strategies for small businesses Founder/Business Owner Retired Sales Professional Doctor or Medical Professional Technology Professional HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Young Professionals
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William K

Series 65, Series 66

Denver, CO

Brightward Financial LLC

William Kowalski Jr. is a financial advisor at Brightward Financial LLC in Denver, CO, holding Series 65 and Series 66 licenses with six years of industry experience. His previous roles include positions at The Millstone Evans Group, Atomos Nuclear and Space Corporation, and Raymond James & Associates. Brightward Financial LLC provides discretionary portfolio management, financial planning, and pension consulting services to individuals and business entities. The firm employs a multi-asset investment approach using proprietary models focused on diversification and tax-aware total-return strategies.

Tax-loss harvesting College savings (529s, UTMA, etc.) Life insurance needs analysis Options & derivatives strategies
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Nicholas W

CFP®, Series 63, Series 65, Series 66

Denver, CO

46 North Financial

Nicholas Weisert is a CFP®-credentialed financial advisor with 13 years of industry experience, currently serving as the sole advisor at 46 North Financial in Denver, CO. His prior roles include positions at Integra Financial, Inc., MML Investors Services, Mass Mutual Life Insurance Company, and DaVita Healthcare Partners. 46 North Financial is a fee-only registered investment adviser that provides investment management, financial planning, and retirement plan consulting for individuals, corporations, charitable organizations, and employer-sponsored pension or profit-sharing plans. The firm manages approximately $60.4 million and is notable for its work with charitable entities and employer retirement plans, offering ERISA fiduciary services and utilizing institutional model portfolios and sub-advisers in client strategies.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Bart S

Series 63, Series 65

Denver, CO

Skidmore Advisory Services, Inc.

Bart Skidmore is the principal advisor at Skidmore Advisory Services, Inc. in Denver, CO, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been President of an accounting and tax firm since 2001, where he performs occasional tax work. Skidmore also serves as President of a property management company since 2007. Skidmore Advisory Services provides personalized financial planning and asset management to individuals, trusts, estates, charitable organizations, schools, political subdivisions, and small businesses. The firm tailors investment programs based on clients’ objectives and risk tolerance, uses fundamental analysis and third-party research, and offers both discretionary and non-discretionary portfolio management alongside financial planning services.

Income planning General tax planning Options & derivatives strategies
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