A complete list of active advisors currently associated with Colorado Financial Service Corporation

Warmer can help you find a great advisor at Colorado Financial Service Corporation or one who fits your needs even better.

Colorado Financial Service Corporation provides financial planning, consulting and portfolio management to a client base concentrated in high‑net‑worth individuals, pension and profit‑sharing plans, and other legal entities. The firm offers IAR‑directed asset management and one‑time or ongoing financial planning services rather than targeting non‑high‑net‑worth retail individuals. CFSC’s advisors build customized portfolios that may include mutual funds, ETFs, individual stocks and bonds and can manage accounts on either a discretionary or non‑discretionary basis, relying on advisor research and third‑party research rather than proprietary investment programs. For certain advisory services the firm directs clients to specific custodial arrangements (for example, Hilltop Securities for IAR‑directed asset management) and may utilize third‑party managers or platforms for portfolio implementation. The firm is dually registered as an investment adviser and a securities broker‑dealer and is also a licensed insurance agency, enabling it to offer advisory, brokerage and insurance products and to serve in municipal‑advisor capacities—features that are uncommon among peer team firms. CFSC discloses attendant conflicts of interest (for example, advisors who also act as registered representatives or insurance agents may receive commissions) and describes supervisory controls, a Code of Ethics and its public regulatory history to address those conflicts.

To learn more about the advisors currently working at Colorado Financial Service Corporation, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.