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422 advisors near
80913
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Out of 400,000+ nationwide
Bryan L
Series 63, Series 65
Colorado Springs, CO
Raymond James Financial
Bryan Ladrow is a financial advisor with Raymond James Financial Services Advisors, Inc. in Colorado Springs, Colorado, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior work includes roles at Ameriprise Financial Services, LLC, Securian Financial Services Inc., Strategic Financial Partners, and Minnesota Life Insurance Company. Outside of his advisory work, he is associated with Outdoor Lifestyle Strategies, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools, and it supports municipal and public finance activities through unique affiliations uncommon among large institutional advisors.
Devan Z
Series 66
Colorado Spring, CO
Raymond James Financial
Devan Zahl is a financial advisor with Raymond James Financial in Colorado Springs, holding a Series 66 designation and beginning his advisory career in 2023. His work history includes roles at Amerprise Financial Services and Springs Wealth Group. Outside of finance, he has experience running a small business, Devans Yardwork Company, from 2015 to 2022. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individuals, institutions, and corporations, using analytical tools and risk profiling to tailor recommendations. The firm supports a broad advisor network and provides specialized services including municipal finance and SIMPLE IRA employer advisory programs.
Deron H
Series 66
Colorado Springs, CO
Ameriprise
Deron Hickman is a financial advisor with Ameriprise in Colorado Springs, CO, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing, spanning from 2009 to 2023. Outside of his advisory work, he owns a real estate business, Kirby Enterprise. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its clients, with a focus on assets held in Ameriprise-managed accounts.
Michael L
Series 66
Colorado Springs, CO
Fidelity
Michael Lamb currently serves as Vice President and Private Wealth Management Advisor at Fidelity Investments. In this role, he supports clients by developing personalized financial strategies that align with their goals and values. He holds the Certified Financial Planner™ designation and is committed to educating and empowering families in their financial decision-making. Michael has extensive experience within Fidelity Investments, having held several positions since 2015, including Vice President, Wealth Planner; Vice President, Financial Consultant; Financial Consultant; and Workplace Planning Consultant III. Prior to joining Fidelity, he worked as a Financial Representative at TD Ameritrade from 2014 to 2015. Outside of his professional career, Michael enjoys camping, family activities, fitness, golf, hiking, and traveling.
Curtis C. B
Series 63, Series 65
Colorado Springs, CO
UBS Financial Services
Curtis C. Brown is a financial advisor with UBS Financial Services in Colorado Springs, CO, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves on the board of the Colorado Baptist Foundation, overseeing investments and loans to affiliated churches, and is a board member of the Colorado Springs Health Foundation, where he monitors investments and participates in grant distribution. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management, and utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.
Janica G
Series 66
Colorado Springs, CO
Wells Fargo Advisors
Janica Gillette Backstrom is a financial advisor with Wells Fargo Advisors in Colorado Springs, CO, holding a Series 66 designation. She has one year of industry experience and also has a business interest as a 50% owner of Dentists of Broadmoor LLP, a dental office in Colorado Springs. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and financial planning services that include cash-flow, retirement, education, and specialized planning for business transitions, sports and entertainment, special needs, and divorce. The firm employs Wells Fargo research and planning tools to deliver tailored recommendations, with clients choosing their level of implementation through various brokerage or advisory programs.
Ryan H
Series 63, Series 66
Colorado Springs, CO
Raymond James & Associates
Ryan Hickey is a financial advisor with Raymond James & Associates in Colorado Springs, CO, holding Series 63 and Series 66 licenses with 25 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He has been with Raymond James & Associates since 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.
Harold T
Series 63
Colorado Springs, CO
LPL Financial
Harold Tomlinson is a financial advisor with LPL Financial in Colorado Springs, CO, holding a Series 63 designation and possessing 41 years of industry experience. Prior to joining LPL Financial in 2025, he worked for Next Financial Group, Inc. for 25 years and operated H W Tomlinson MoneyMaster for 28 years. Outside of his advisory role, he has been active as a non-variable insurance agent since 1984. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by proprietary and third-party research.
Tyler D
Series 63, Series 65
Colorado Springs, CO
RBC Capital Markets
Tyler De Young is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including City National Bank and Gwfs Equities, Inc., as well as experience as a self-employed advisor. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to client risk profiles.
Deborah P
Series 63, Series 65
Colorado Springs, CO
LPL Financial
Deborah Peterson is a financial advisor with LPL Financial in Colorado Springs, CO. She holds Series 63 and Series 65 credentials and has 45 years of industry experience, including over two decades at Linsco/Private Ledger Corp. She also operates Life Investment Group, LLC as a separate business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions through a national network of advisors, offering a variety of advisory programs and financial planning services.
Andrew I
Series 66
Colorado Springs, CO
Raymond James Financial
Andrew Inman is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 17 years of industry experience. Prior to joining Raymond James in 2025, he worked at Ameriprise and Investment Professionals, Inc., and has operated Outdoor Lifestyle Strategies, LLC, doing business as Springs Wealth Group, since 2020. He serves as a committee member on two condominium owners associations in Colorado Springs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning using analytical tools and supports clients in implementing recommendations through various advisory programs.
Paul H
Series 63
Colorado Springs, CO
LPL Financial
Paul Hoghaug is a financial advisor with LPL Financial, holding a Series 63 designation and having 31 years of industry experience. He has worked at LPL Financial since 2019 and was previously with Ameriprise Financial Services from 2014 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including model and wrap offerings, retirement plan consulting, and brokerage services.
Evan H
Series 66
Colorado Springs, CO
Equitable Advisors
Evan Hoehne is a financial advisor with Equitable Advisors in Colorado Springs, CO, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he has worked in various roles including delivery driver and server. Outside of advising, he has worked as a delivery driver for DoorDash and as a server at The Pinery. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.
Dale W
Series 66
Colorado Springs, CO
Merrill
Dale Warner is a Financial Advisor and a member of the Law & Associates Group, operating within Merrill Lynch Wealth Management. He and his team combine industry expertise with the global resources of Merrill to deliver a comprehensive range of wealth management services. Their approach emphasizes holistic, personalized financial advice, leveraging access to banking, credit, and lending through Bank of America to support clients and their families. With over 15 years of experience as an operations executive and co-founder at various growing corporations across Colorado, Dale has worked closely with boards of directors, business development partners, angel investors, private equity, and non-dilutive capital funding to spur company growth. He holds the Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA) professional designations. Dale uses his experience and credentials to advise business owners on building more valuable companies, strengthening personal financial plans, and aligning personal goals with potential business sales. Dale earned his High School Diploma from Gilroy High School and communicates with clients in English and Spanish. Outside of work, his interests include biking, boating, gardening, and pickleball. He values ongoing professional development and brings advanced training to every client relationship.
Michael P
Series 66
Colorado Springs, CO
Wells Fargo Advisors
Michael Pepper is a financial advisor with Wells Fargo Advisors in Colorado Springs, CO, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Advisors and its related entities since 2009. In addition to his advisory role, he owns PEP LLC, an investment-related business based in Monument, CO. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored recommendations, with clients able to implement these through various brokerage and advisory programs.
Larry B
Series 63, Series 65
Colorado Springs, CO
Charles Schwab
Larry Briscoe is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at USAA Investment Management Company and various USAA financial planning and advisory entities from 2007 to 2020. He is based in Colorado Springs, Colorado. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by due diligence from its financial research center.
Nicholas C
Series 66
Colorado Springs, CO
Equitable Advisors
Nicholas Camarella is a financial advisor at Equitable Advisors with 12 years of industry experience. He holds the Series 66 designation and has previous experience at Morgan Stanley and Fidelity in various advisory roles. He is currently based in Colorado Springs, CO. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses a range of firm-offered programs and third-party advisory models tailored to client risk tolerance and preferences.
David H
Series 66
Colorado Springs, CO
LPL Financial
David Haraway is a financial advisor with LPL Financial in Colorado Springs, CO, holding a Series 66 designation and over 21 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory work, he owns various mineral rights in Oklahoma for lease and drilling. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.
Monika B
Series 66
Colorado Springs, CO
Edward Jones
Monika Batra is a financial advisor at Edward Jones in Colorado Springs, CO, holding a Series 66 designation with over seven years of industry experience. Her previous roles include positions at Sanctum Wealth Management, J M Financial Ltd, and YES Bank Ltd. Outside of advisory work, she has rental income from residential property in India. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.
Matthew W
Series 66
Colorado Springs, CO
Raymond James & Associates
Matthew West is a financial advisor with Raymond James & Associates in Colorado Springs, CO, holding a Series 66 designation and 22 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. He has been with Raymond James & Associates since 2017. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and a variety of portfolio management styles.
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Finding advisors...
422 advisors near
80913
within the area shown on the map
Out of 400,000+ nationwide