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Kelly I
Series 63, Series 65
Colorado Springs, CO
Advenire Wealth Management
Kelly Ikenberry is a financial advisor at Advenire Wealth Management in Colorado Springs, CO, with three years of industry experience. She holds Series 63 and Series 65 licenses and has operated Kelly Ikenberry Coaching since 2009. Advenire Wealth Management serves high-net-worth individuals, families, trusts, small businesses, and retirement plans, focusing on strategic asset allocation and long-term portfolios. The firm offers wealth management, financial planning, pension consulting, and specialized services such as real estate and 1031 exchange consulting.
Earl V
CFP®, Series 66
Colorado Springs, CO
Advenire Wealth Management
Earl Vaughn III is a CFP® professional with 14 years of industry experience, currently serving at Advenire Wealth Management in Colorado Springs, CO. His prior experience includes roles at Bauer Wealth Management, Altruistic Investing, and Strategic Financial Partners. Advenire Wealth Management offers wealth management, discretionary portfolio management, and financial planning services primarily to high-net-worth individuals, families, and small businesses. The firm emphasizes strategic asset allocation and long-term, asset-class-driven portfolios using a variety of investment vehicles, along with specialized solutions such as private funds and real estate consulting.
Antonia V
Series 65, Series 66
Colorado Springs, CO
Advenire Wealth Management
Antonia Vaughn is a financial advisor at Advenire Wealth Management in Colorado Springs, CO, holding Series 65 and Series 66 licenses with four years of industry experience. Her prior roles include positions at T. Rowe Price Advisory Services and Waddell & Reed. She took a career break as a stay-at-home mother from 2014 to 2022. Advenire Wealth Management serves high-net-worth individuals, families, trusts, small businesses, and retirement plans, providing wealth management, discretionary portfolio management, financial planning, pension consulting, and real estate/1031 exchange consulting. The firm’s investment approach centers on strategic asset allocation and long-term, asset-class-driven portfolios using ETFs, mutual funds, select securities, and specialized solutions including private funds and alternatives.
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