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3 advisors near
80815
within the area shown on the map
Out of 400,000+ nationwide
Marcelino D
Series 65
Flagler, CO
Archer Investment Corporation
Marcelino Dodge is a Series 65-licensed financial advisor with 29 years of industry experience. He has worked at Archer Investment Corporation since 2018 and previously spent 14 years with HD Vest. In addition to his advisory roles, he serves as a director and officer for the Lamar Congregation of Jehovah's Witnesses and is involved with Young Living Essential Oils as an independent contractor. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm’s approach includes comprehensive financial assessments and diversified portfolio construction across various asset classes, offering both hands-on management and model-driven programs.
Tye A
Series 63, Series 65
Flagler, CO
OSAIC
Tye Amendt is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with OSAIC since 2024, following previous roles at Securities America Advisors, Inc. and SECURITIES AMERICA, inc. Additionally, Amendt serves as a volunteer board member for the Simla Volunteer Fire Department. OSAIC serves a diverse range of clients, including individual investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and advisory services with access to multiple platforms and third-party managers. The firm employs various tools for portfolio construction and management, offering both discretionary and non-discretionary account options.
Mindy W
Series 66
Flagler, CO
Edward Jones
Mindy Witt is a financial advisor at Edward Jones with a Series 66 designation and over 10 years of industry experience, including a decade at Farm Credit of Southern Colorado before joining Edward Jones in 2026. The firm serves more than four million individual and institutional clients with a broad range of wealth management services, offering both discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices nationwide.
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Finding advisors...
3 advisors near
80815
within the area shown on the map
Out of 400,000+ nationwide