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Paul H

Series 63, Series 65

Fort Collins, CO

Adage Investment Advisors, L.L.C.

Paul Huebner is the sole advisor at Adage Investment Advisors, L.L.C. in Fort Collins, CO, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has managed Adage since 2011 and maintains a separate tax practice, dedicating a small portion of his time to tax-related work. Adage Investment Advisors is an independent firm serving a limited number of primarily high-net-worth individuals, along with some small businesses and trusts. The firm employs a value-oriented, fundamentally driven investment approach focused on asset allocation aligned with clients' income needs and loss tolerance, managing accounts on a discretionary basis through the Charles Schwab institutional platform.

Wealth management
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