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4,234 advisors near
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Out of 400,000+ nationwide
Blaine T
CFP®, Series 66, Series 63
Greenwood Village, CO
Pure Financial Advisors, LLC
Blaine Thiederman is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Pure Financial Advisors, LLC. His prior experience includes roles at Progress Tax Services LLC, Blend Financial LLC, Kaplan Financial LLC, and PricewaterhouseCoopers. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management with an approach grounded in modern portfolio theory and tax-aware strategies.
Matthew D
CFP®, Series 66
Littleton, CO
Sowell Management
Matthew Deller is a CFP® professional with 30 years of experience in the financial services industry. He is currently with Sowell Management and has held roles at firms including 10X Wealth Advisors, Dynamic Employee Solutions, and Sound Financial Solutions. Outside of his advisory work, he serves as president of 10xEmpowerment, LLC, which provides executive coaching, organizational development, and leadership training. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm offers a range of investment strategies and model portfolios, working through an independent-contractor model with over 100 investment adviser representatives.
Christopher W
Series 65
Littleton, CO
Tucker Asset Management LLC
Christopher Wharton is a financial advisor at Tucker Asset Management LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Retirement Matters from 2016 to 2019. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a top-down, macroeconomic asset-allocation process and offers a range of investment strategies including growth, fixed income, direct indexing, and alternative investments.
Scott U
CFA®
Lone Tree, CO
Fifth Third Wealth Advisors LLC
Scott Ulaszek is a CFA® charterholder with six years of industry experience. He is currently with Fifth Third Wealth Advisors LLC and has previously worked at Bank of New York, Bank of the West, and Osterweis Capital Management. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension plans, and institutional investors. The firm employs tailored strategic asset allocation frameworks and commonly manages portfolios on a discretionary basis across multiple asset classes, often delegating to third-party managers and affiliated models.
David B
Series 65
Denver, CO
Buck Wealth Strategies, LLC
David Bartlett is a Series 65-licensed financial advisor with four years of industry experience. He currently works at Buck Wealth Strategies, LLC in Denver, CO, and has prior experience with Global Retirement Partners and Achieve Retirement. Bartlett also serves as a Participant Engagement Specialist and Planner, consulting with employers on employee retirement and deferred compensation plans. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans by providing discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach with tactical asset allocation and uses options strategies and outside money managers to implement portfolios.
Christopher M
Series 66
Greenwood Village, CO
ON Investment Management CO
Christopher Marlin is a financial advisor at ON Investment Management Company with 18 years of industry experience. He holds a Series 66 credential and has worked at The O.N. Equity Sales Company and Ohio National Financial Services since 2015. Outside of his advisory role, he is involved in the sale of collectible items such as vintage sports cards. ON Investment Management Company provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of third-party investment programs and utilizes both discretionary and non-discretionary management approaches.
Darren P
CFP®, Series 65
Littleton, CO
Tucker Asset Management LLC
Darren Petty is a CFP® with 12 years of industry experience, currently serving at Tucker Asset Management LLC since 2015. He also holds roles at Retirement Architects LLC and My Retirement Architect LLC. His background includes activities in the insurance sector. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management and financial planning through a network of independent investment adviser representatives. The firm employs a top-down, macroeconomic asset-allocation approach, integrating a variety of investment strategies including alternative and structured products.
Micah S
Series 66
Englewood, CO
The AmeriFlex Group
Micah Strode is a Series 66 licensed financial advisor with six years of industry experience. He is currently with The AmeriFlex Group and has previously worked at Cambridge Investment Research, OSAIC, SagePoint Financial, Principal Securities, Principal Life Insurance Company, and ALPS Fund Services. Outside of his advisory role, he owns a business focused on insurance, benefits, and human resources. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement consulting through a network of advisory affiliates and multiple program platforms.
John K
Series 66
Englewood, CO
Wealth Watch Advisors, Inc
John Kamm is a financial advisor at Wealth Watch Advisors, Inc with 14 years of industry experience. He holds a Series 66 designation and has been with Wealth Watch Advisors LLC since 2015. Outside of financial advisory, he is a part-owner and director of several non-investment businesses, including a mortuary supplies company and a funeral service company operating in Japan. Wealth Watch Advisors serves a diverse client base, including individuals, pension plans, trusts, and financial institutions. The firm utilizes a range of investment strategies through vetted third-party model managers and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.
Mckenzie L
Series 66
Greenwood Village, CO
CreativeOne Securities, LLC
Mckenzie Lee is a financial advisor at CreativeOne Securities, LLC with four years of industry experience. She holds a Series 66 designation and previously worked at Eide Bailly and Shane Co. Outside of her advisory role, Lee owns and manages a fire, water, and mold restoration business in Denver. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, and retirement-plan fiduciary services, employing a combination of project-based planning and ongoing asset management through its proprietary advisory platform.
Gianluca T
Series 66
Denver, CO
Wedbush Securities Inc.
Gianluca Triennese is a financial advisor with Wedbush Securities Inc. in Denver, CO, holding a Series 66 designation and having 13 years of industry experience. His prior work includes positions at Charles Schwab, TD Ameritrade, and BBVA Wealth Solutions. Outside of financial services, he was involved with Paninomania LLC, operating a business called Sweets of Italy from 2013 to 2016. Wedbush Securities provides investment advisory and broker-dealer services to a range of clients including individuals, high-net-worth investors, and institutional entities. The firm offers wealth management, fixed income, commodities, securities lending, capital markets services, and portfolio management tailored to client objectives and risk tolerances.
Dustin M
Series 66
Denver, CO
Buck Wealth Strategies, LLC
Dustin Mc Donald is a financial advisor with Buck Wealth Strategies, LLC in Denver, CO, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Cedrus LLC, Cambridge Investment Research Advisors, Sigma Financial Corporation, and Woodbury Financial Services. Outside of his advisory work, he is an independent insurance agent and owns My Blueprint Financial, LLC. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a top-down macro investment approach that includes tactical asset allocation and sector rotation, and is notable for its use of options strategies and integration of outside money managers.
Wade O
CFP®, Series 66
Greenwood Village, CO
Western Wealth Management LLC
Wade Olson is a CFP® professional at Western Wealth Management LLC with 17 years of industry experience. He has been with Western Wealth Management and LPL Financial since 2016. Olson provides investment advisory services under multiple business names affiliated with Western Wealth Management. Western Wealth Management serves individual, corporate, retirement plan, charitable, advisor, and institutional clients through a decentralized network of investment adviser representatives. The firm offers diversified portfolio management, financial planning, and institutional services, combining proprietary model portfolios with access to multiple third-party programs and strategies.
Steven H
Series 63, Series 65
Greenwood Village, CO
Western Wealth Management LLC
Steven Hinkle is a financial advisor at Western Wealth Management LLC with 48 years of industry experience. He has held positions at Western Wealth Management since 2019 and previously worked at Neidiger, Tucker, Bruner Inc. from 2015 to 2019. He holds Series 63 and Series 65 licenses. Western Wealth Management serves a diverse client base, including individuals, charitable and corporate entities, other advisers, and pension plan sponsors, offering portfolio management, financial planning, and institutional investment services. The firm operates as a decentralized network of 88 advisors and employs a variety of investment strategies across multiple asset classes.
Daniel T
Series 63, Series 66
Denver, CO
Buck Wealth Strategies, LLC
Daniel Thyfault is a financial advisor at Buck Wealth Strategies, LLC with 10 years of industry experience. His prior roles include positions at Fidelity Investments and Charles Schwab, where he worked for a combined eight years. He is licensed with the Series 63 and Series 66 certifications. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a top-down macro approach with tactical asset allocation and sector rotation, incorporating equities, fixed income, and alternatives, and is known for its use of options strategies and collaboration with outside money managers and TAMPs.
Elizabeth A
Series 65
Centennial, CO
RFG Advisory, LLC
Elizabeth Allam is a financial advisor at RFG Advisory, LLC with one year of industry experience. She previously worked at Johnson & Johnson Vision for seven years and held a short-term unemployment period. Outside of her advisory role, she is a partner in Three Thirds Enterprises, LLC, which manages short-term rental properties. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, and is notable for serving investment companies and state and municipal clients.
Anthony M
CFP®, Series 66
Greenwood Village, CO
Western Wealth Management LLC
Anthony Mirenda is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Western Wealth Management LLC since 2016. His prior experience includes roles at Morgan Stanley and Merrill. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates as a decentralized network of investment adviser representatives and offers a broad range of portfolio management and consulting services, utilizing firm-designed model portfolios alongside multiple sponsored and third-party investment programs.
Brandon L
Series 63, Series 66
Littleton, CO
Arax Advisory Partners
Brandon Lorenz is a financial advisor with Arax Advisory Partners in Littleton, CO, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at Cedrus LLC and Equitable Advisors, LLC, as well as experience in the energy sector with SRC Energy Inc. Lorenz is also an independent insurance agent focused on variable products, accident and health, and life insurance. Arax Advisory Partners is an SEC-registered multi-team wealth manager overseeing approximately $26.5 billion in assets through more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans using a combination of internal portfolio management, third-party models, and tailored asset allocation. Arax offers a range of services including financial planning, portfolio management, retirement consulting, and advisory services to private funds, with distinctive use of performance-based fee arrangements and a broad institutional footprint.
Timothy K
Series 63, Series 65
Englewood, CO
Geneos Wealth Management, Inc.
Timothy Kenkel is a financial advisor at Geneos Wealth Management, Inc. with 28 years of industry experience. He has held positions at firms including Cascade Financial Management and Wells Fargo Clearing. Outside of his advisory work, he volunteers with the Boulder Mountain Bike Patrol. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm offers financial planning, portfolio management, and access to third-party money managers, utilizing a variety of investment strategies including discretionary and non-discretionary advisory supervision across equity, options, and tactical asset-allocation approaches.
Terry A
CFP®, Series 63
Denver, CO
Maia Wealth
Terry Anderson is a CFP® professional with 32 years of industry experience, currently serving at Maia Wealth. His career includes roles at multiple firms such as Integrated Financial Architects, LLC, and First Allied Advisory Services, Inc. Outside of his advisory work, he participates actively in nonprofit organizations, including serving as a board member for IT IS WRITTEN and a committee member at Campion Academy. Maia Wealth provides discretionary and non-discretionary investment management and advisory services to individuals, trusts, estates, and businesses, employing a blend of fundamental, technical, and cyclical analysis with a long-term strategic focus supplemented by tactical adjustments. The firm integrates traditional advisory oversight with technology platforms and offers specialized estate and tax coordination services.
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4,234 advisors near
80125
within the area shown on the map
Out of 400,000+ nationwide