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Tiffany Elaine Riedel

Advisor at Advisory Solutions Group — Evergreen, CO

Updated today

Credentials

Series 63, Series 65

Experience

13 years

Location

Evergreen, CO

Advisory Solutions Group logo

Advisory Solutions Group

Multi-team

Total advisors

38

Across 26 offices

Clients per advisor

21 Very Low

Avg AUM per client

$506,035 Typical

HNW client ratio

13% Low

About

Tiffany Riedel is a financial advisor with Advisory Solutions Group, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. She previously worked at Avior Wealth Management, LLC and SC Financial Services, Inc. before joining her current firm. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and offers turnkey business and back-office services to other RIAs. The firm constructs diversified portfolios using quantitative, momentum, and fundamental analysis, providing both discretionary and non-discretionary strategies alongside model portfolios and research for advisor firms.

Client services

Based on Advisory Solutions Group

Financial planning Portfolio management Selection of other advisers Turnkey asset management for ria firms

Expertise

Based on Advisory Solutions Group

Options & derivatives strategies Passive / index investing Active portfolio management

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Fee options

Fixed

Fixed fee projects payable as agreed; specific amounts not detailed

Percentage

$0+: Up to 2.50% annually for retail client portfolio management (maximum, negotiable) $0 - $10,000,000: 0.55% annually for RIA Firm clients (FocusPoint Solutions) $10,000,001 - $15,000,000: 0.50% annually for RIA Firm clients (FocusPoint Solutions) $15,000,001 - $20,000,000: 0.45% annually for RIA Firm clients (FocusPoint Solutions) $20,000,001+: Flat 0.45% annually on all assets for RIA Firms with over $20,000,000 in assets (FocusPoint Solutions)

Commissions

Commission-based compensation possible for some associated persons when selling insurance or securities products separately, not fees earned by Advisory Solutions Group

Project-based

Hourly rate projects invoiced to clients; specific rates not clearly stated

Other

Minimum fee: $20,000 per quarter minimum fee for FocusPoint Solutions services for RIA Firms with over $20,000,000 in assets Fee-only: Financial Planning and Consulting service fees up to $25,000 depending on complexity

Location

See office

Evergreen, CO

Evergreen CO

Advisors at this office

1

Most active in

Colorado

Work history

13 years of industry experience

Advisory Solutions Group

2026 - Present • 1 year

Evergreen, CO

Avior Wealth Management, LLC

2023 - 2026 • 3 years

Omaha, NE

SC Financial Services, Inc.,

2007 - 2023 • 16 years

Scottsdale, AZ

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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Joseph B

CFP®, Series 63, Series 66

Arvada, CO

Rock Financial Planning

Joseph Brady is a CFP® professional with nine years of experience in financial services. He is the sole advisor at Rock Financial Planning, an independent firm he has been with since 2019. His prior experience includes roles at Transitions Wealth Management, Centennial State Financial, and Fidelity Brokerage Services. Rock Financial Planning provides discretionary investment management and various financial planning services to individuals, high-net-worth clients, and small businesses. The firm focuses on individualized investment policy statements and primarily uses passive portfolios with index mutual funds and ETFs, conducting quarterly account reviews and managing client relationships through custodian statements and trade confirmations.

Cash flow / budgeting Business ownership considerations
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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
user avatar

Perry V

CFP®

Arvada, CO

Vascorp Wealth Advisors

Perry Vasquez is a CFP® professional with 27 years of industry experience, currently serving as the sole advisor at Vascorp Wealth Advisors in Arvada, CO. He has worked at Genesee Wealth Strategists since 2003 and has been associated with Financial Planning Centers of America, Inc. since 1991. Vascorp Wealth Advisors serves individuals, families, and family trusts, focusing on retirement and estate planning, investment management, insurance planning, and tax preparation. The firm works primarily with professionals, farmers, ranchers, and business owners transitioning into retirement or restructuring business assets for multigenerational estate purposes, offering tailored planning and discretionary portfolio management that incorporates a variety of investment vehicles and strategies.

General retirement planning Retirement income strategy Medicare planning Annuities Multi-generational wealth transfer Founder/Business Owner Retired Approaching retirement Intergenerational Families
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