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1,237 advisors near
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Ryan G
CFP®, Series 63, Series 65
Castle Pines, CO
Sky Ridge Wealth Management LLC
Ryan Green is a CFP® certificant with 24 years of industry experience, currently serving as an advisor at Sky Ridge Wealth Management LLC since 2016. He holds Series 63 and Series 65 licenses. Sky Ridge Wealth Management provides financial planning and portfolio management services to individual and high-net-worth clients, as well as small businesses, using a combination of discretionary and nondiscretionary approaches. The firm integrates technical and cyclical analysis with various investment strategies, including options and derivative techniques, and manages portfolios with regular reviews and formal investment guidelines.
Joseph R
Series 63, Series 65
Parker, CO
Rowley Financial LLC
Joseph Rowley is a financial advisor with Rowley Financial LLC, holding Series 63 and Series 65 credentials and over 32 years of industry experience. His career includes roles at Rowley Financial/Commonwealth Financial Network from 2000 to 2018 and operating as a sole proprietor from 1998 to 2024. Rowley Financial LLC serves individuals, including high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, pension consulting, and financial planning services. The firm employs a combined fundamental and technical analysis approach with long-term trading strategies and maintains personalized investment policies while conducting regular portfolio reviews.
Clinton E
Series 66
Parker, CO
Better Pockets Financial
Clinton Edgar is a financial advisor at Better Pockets Financial with six years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones, OneAmerica Securities, and the Colorado Department of Education. Outside of advising, he has been involved with Amazon Vine for two years. Better Pockets Financial serves individual clients and employer retirement plans, providing financial planning, investment management, and project-based planning services. The firm uses a combination of passive and active strategies through third-party platforms and offers educational seminars and workplace retirement participant support.
Garret J
Series 63, Series 65
Lone Tree, CO
Tier One Wealth Management
Garret Jett is a financial advisor with Tier One Wealth Management in Lone Tree, CO, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Sigma Financial for seven years before joining Tier One Wealth Management in 2022. Outside of advisory work, Jett owns a tax preparation business, FIRST SOURCE TAX LLC, which he operates outside of market hours. Tier One Wealth Management serves individuals, high-net-worth clients, and various institutional entities, offering discretionary portfolio management and comprehensive financial planning. The firm employs a client-centric investment approach that integrates broad-market risk management with proprietary economic analysis, actively managing portfolios that include a range of investment products with an emphasis on tax efficiency.
Gregg D
Series 63, Series 65
Parker, CO
Conexus Capital Management, LLC
Gregg Denhoffer is a financial advisor at Conexus Capital Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Conexus Capital Corp since 2016. He serves as a board member for the nonprofit mylifeline.org, a non-investment related position. Conexus Capital Management advises high-net-worth individuals, families, trusts, estates, and institutional clients with discretionary and non-discretionary portfolio management, financial planning, third-party manager selection, and consulting. The firm employs a strategic asset allocation approach blending passive core exposures with actively managed sector and specialty satellites, supplemented by third-party managers and alternative strategy recommendations for qualified investors.
Nadia S
Series 66
Parker, CO
Shokohi Wealth Management Group LLC
Nadia Shokohi is the principal of Shokohi Wealth Management Group LLC in Parker, CO, holding a Series 66 license with 19 years of industry experience. She previously worked at Sheridan Road Financial and has been associated with LPL Financial since 2008. Outside of her advisory work, she is a commissioned notary. Shokohi Wealth Management specializes in divorce-focused financial planning and advisory services for individuals experiencing divorce, widowhood, retirement, or other family-status transitions. The firm provides tax-aware, individualized analyses and works closely with clients and their attorneys on financial disclosures, settlement analysis, and post-divorce planning, billing through hourly and bundled planning packages rather than asset-based fees.
Gregory D
Series 66
Lone Tree, CO
Tier One Wealth Management
Gregory Dexter is a financial advisor at Tier One Wealth Management with 13 years of industry experience. He holds the Series 66 designation and previously worked at Sigma Planning Corporation and Sigma Financial Corporation from 2015 to 2022. Outside of advisory services, he is involved in a family-operated spray tanning business, Organic Product Solutions, LLC, in Lone Tree, Colorado. Tier One Wealth Management serves individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans, offering discretionary portfolio management and financial planning. The firm employs an active, tax-efficient investment approach using a variety of securities and maintains a broader service set that includes insurance products and real estate-related planning.
Steven W
Series 63, Series 65
Lone Tree, CO
Stonebridge Financial Solutions, Inc
Steven Weber is a financial advisor at Stonebridge Financial Solutions, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stonebridge since 2002. Outside of advisory services, he is involved full-time in commission-based life insurance. Stonebridge Financial Solutions serves individual and high-net-worth clients as well as employer retirement plans, providing discretionary portfolio management, customized financial planning, and third-party money manager selection. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to guide investment decisions across a diversified range of asset types.
Peter J
Series 65
Highlands Ranch, CO
Callahan Capital Management
Peter Johnson is a financial advisor at Callahan Capital Management with 16 years of industry experience. He holds the Series 65 designation and has been with Callahan Capital Management since 2015. Callahan Capital Management provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth families, estates, trusts, and charitable foundations. The firm’s investment approach focuses on strategic asset allocation and long-term holding, utilizing various asset classes and incorporating both fundamental and technical analysis.
Michael P
CFP®, Series 66
Castle Rock, CO
Forecast Capital Management
Michael Pistilli is a CFP® professional with seven years of industry experience. He is currently with Forecast Capital Management and has prior experience at Great Point Capital, Charles Schwab Bank SSB, and Charles Schwab & Co., Inc. Forecast Capital Management provides investment advisory and financial planning services to individuals, families, trusts, retirement plans, and business clients, including high-net-worth households. The firm uses a Global Macro long/short approach with tactical asset allocation and alternative investments, constructing portfolios using ETFs, options, mutual funds, and individual equities tailored through a proprietary Risk Assessment Questionnaire.
Erika D
Series 65
Highlands Ranch, CO
Wealth Management Advisors RIA, Inc.
Erika Devlin is a financial advisor at Wealth Management Advisors RIA, Inc. She holds a Series 65 credential and previously worked at Edward Jones Investments, LLC from 2020 to 2025. She has been with Wealth Management Advisors since 2025. Wealth Management Advisors serves individual and high-net-worth clients as well as small businesses, providing discretionary and non-discretionary asset management, financial planning, and annuity management. The firm employs active mutual fund and ETF strategies tailored to client goals and risk tolerance, and it maintains a formal due-diligence process for recommended third-party managers.
Keith D
Series 65
Parker, CO
Stonegate Capital Management, LLC
Keith Davis is a Series 65-registered financial advisor with Stonegate Capital Management, LLC, where he has worked since 2017. He has nine years of industry experience, including prior roles at Brown Brothers Harriman and Amerita. Stonegate Capital Management provides portfolio management and advisory services to individuals, high-net-worth clients, and charitable organizations. The firm uses a range of analytical techniques and offers diversified exposure across mutual funds, ETFs, fixed income, commodities, and non-U.S. securities, including the use of options and derivatives.
Calvin L
Series 65
Highlands Ranch, CO
Advanced Investments
Calvin Lennberg is a financial advisor at Advanced Investments with 12 years of industry experience. He holds a Series 65 designation and has worked as an independent insurance agent since 2010. Advanced Investments serves individual clients, small businesses, and retirement plans by providing fee-based financial planning and discretionary portfolio management, along with education planning and advice on income and estate tax matters. The firm combines fundamental and technical analysis with strategies such as buy-and-hold and dollar-cost averaging, and offers additional services including insurance products, real estate sales, and mortgage services.
Manuel M
Series 65
Parker, CO
Stonegate Capital Management, LLC
Manuel Mendez is a financial advisor at Stonegate Capital Management, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Brown Brothers Harriman and Showingly Inc. In addition to his advisory role, he serves as the CFO of a technology consulting firm that assists companies in software development. Stonegate Capital Management provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, and charitable organizations. The firm employs a range of investment techniques and incorporates options and derivative strategies while managing a small, focused client roster.
Oliver H
Series 63, Series 65
Castle Rock, CO
Castle Pines Investment Management LLC
Oliver Hickel III is a financial advisor at Castle Pines Investment Management LLC with 26 years of industry experience. He has been with the firm since 1999 and holds Series 63 and Series 65 designations. Castle Pines Investment Management provides discretionary portfolio management primarily to high-net-worth individuals, related trusts, retirement plans, and foundations. The firm manages a limited number of client relationships using a written Investment Policy Statement and combines macroeconomic analysis with equity, bond, and technical research to guide investment decisions.
John R
CFA®, Series 63, Series 65
Castle Rock, CO
Brand Asset Management Group, Inc.
John Riddle is a CFA® charterholder with 11 years of industry experience. He is currently with Brand Asset Management Group, Inc., and previously worked at Jackson Creek Investment Advisors LLC, 361 Capital LLC, Duff & Phelps Investment Management Co., and Capital West Asset Management LLC. He is also active at Jackson Creek Investment Advisors LLC in an investment-related role. Brand Asset Management Group provides discretionary investment advisory services to a range of clients, including individuals, trusts, pension plans, and charitable organizations. The firm employs a multi-asset, multi-style approach to portfolio construction and offers specialized services such as the Mosaic Wealth Management© turnkey program and family office support.
Peter L
CFP®, Series 63, Series 65
Lone Tree, CO
A & I Wealth Management
Peter Lengsfeld is a CFP® professional with 30 years of experience in the financial services industry. He is currently with A & I Wealth Management and has held roles at A & I Financial Services LLC, Geneos Wealth Management, and Presidential Brokerage, Inc. His career includes extensive experience in both wealth management and brokerage environments. A & I Wealth Management serves individual clients, retirement plans, trusts, estates, and business entities through a nine-advisor team managing over $463 million in assets. The firm offers customized investment programs using multiple model portfolios and third-party managers, employing various analytical approaches and providing both discretionary and non-discretionary account options.
Quentin S
PFS™, Series 65
Lone Tree, CO
Gallacher Capital Management, LLC
Quentin Stoker is a financial advisor with Gallacher Capital Management, LLC, holding a PFS™ designation and Series 65 license, and has six years of industry experience. His prior experience includes roles at Figure Financial, Capital Performance Advisors, Thomas Doll CPA's, and Deloitte & Touche LLP. He also operates Stoker Advisory, Tax, and Accounting PC, a CPA firm focused on bookkeeping and tax preparation. Gallacher Capital Management provides integrated wealth management and investment services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a consultative investment process using proprietary platforms and offers access to both proprietary and third-party funds, managing accounts primarily on a discretionary basis.
Kevin G
Series 63
Lone Tree, CO
Gallacher Capital Management, LLC
Kevin Gallacher is a financial advisor with Gallacher Capital Management, LLC in Lone Tree, Colorado, holding a Series 63 designation and 27 years of industry experience. He has been with Gallacher Capital Management since 1992 and maintains majority ownership through his management and holding company, Gallacher LLC. In addition to his advisory role, Mr. Gallacher is involved in a Colorado-based construction development company focused on self-storage real estate and oversees a private equity investment management company. Gallacher Capital Management advises individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing integrated wealth management, investment management, financial planning, and retirement consulting. The firm employs a consultative investment process that incorporates proprietary and third-party funds, discretionary account management, and access to various portfolio customization and tax efficiency tools, including its GEM platform and affiliated private investment vehicles.
Joshua B
Series 65
Castle Rock, CO
Future Capital Management Inc.
Joshua Bustos is a financial advisor at Future Capital Management Inc. with one year of industry experience. He holds a Series 65 designation and has prior work experience in contracting and the building industry, including roles at Heritage Builders Electric, KTK General Contracting, and McCarthy Building Companies. Future Capital Management provides fee-based investment management primarily to individual investors, as well as pension and profit-sharing plans, trusts, estates, corporations, and other entities. The firm employs an active and tactical investment approach with proprietary model portfolios overseen by an internal Investment Committee and offers a variety of financial planning and consulting services.
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1,237 advisors near
80109
within the area shown on the map
Out of 400,000+ nationwide