Colorado Springs, CO Wimbleton Ct Office

Team
Updated today

Client AUM

$3,630,271,114

Clients

16,436

Advisors

2

Of 184 advisors across 95 offices

Location

2215 Wimbleton Ct

Colorado Springs CO 80920

Advisors at this office

2

Advisors at this office

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Paul M

CFP®, Series 63, Series 65

Colorado Springs, CO

Ausdal Financial Partners, Inc.

Paul Mclemore is a CFP® professional with 27 years of experience in financial advisory roles. He is currently with HFG Advisors, a firm he has been associated with since 2005, and has previously worked at Ausdal Financial Partners, Intervest International Equities Corp, United Planners' Financial Services, and Heartland Financial Consultants. Outside of finance, he is a jazz piano instructor through his business, Mclemore Piano. HFG Advisors provides financial planning, consulting, and portfolio management services to individuals, businesses, and retirement plans, with a focus on non-discretionary advice and collaboration with third-party money managers and sub-advisors. The firm is also involved in financial education through the Heartland Institute of Financial Education.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Timothy O

Series 63, Series 66

Colorado Springs, CO

Ausdal Financial Partners, Inc.

Timothy O'Brien is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior experience includes roles at Intervest International Inc and Intervest International Equities Corp. He also owns and operates TK Financial Services, a separate investment-related business in Colorado Springs. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm serves individuals, trusts, corporations, pension plans, and charitable organizations, offering a range of advisory programs and brokerage services with investment strategies delivered on both discretionary and non-discretionary bases.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
View complete list of advisors at this office
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