Colorado Springs, CO Hidden Pool Heights Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$90,482,548
ClientsTotal clients
139
AdvisorsAdvisors at this office
2
Of 3 advisors across 2 offices
Location
10855 Hidden Pool Heights, Suite 330
Colorado Springs CO 80908
Advisors at this office
2
Advisors at this office
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, holding Series 63 and Series 65 licenses with two years of industry experience. She has been operating Kelly Ikenberry Coaching since 2009. Advenire Wealth Management provides wealth management, financial planning, pension consulting, and real estate/1031 exchange consulting for individuals, families, trusts, small businesses, and other organizations, focusing primarily on high-net-worth clients. The firm employs a long-term, asset-class investment approach with diversified portfolios and integrates financial planning through a values-based, life-centered process.
Antonia V
Series 66, Series 65
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. Prior to joining Advenire Wealth Management in 2022, she was a stay-at-home mother for eight years. Advenire Wealth Management provides wealth management, discretionary portfolio management, financial planning, pension consulting, and real estate/1031 consulting services to high-net-worth individuals, families, trusts, small businesses, and retirement plans. The firm focuses on strategic asset allocation and long-term, asset-class-driven portfolios using ETFs, mutual funds, and select securities, with tailored investment policies and periodic rebalancing.
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