Glenwood Springs, CO Blake Avenue Office

Team
Updated today

Client AUM

$202,307,647,471

Clients

355,973

Advisors

3

Of 2,776 advisors across 1,213 offices

Location

823 Blake Avenue, Suite 201

Glenwood Springs CO 81601

Advisors at this office

3

Advisors at this office

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Donald C

CFP®, Series 63, Series 65

Glenwood Springs, CO

Commonwealth Financial Network

Donald Click is a financial advisor with Commonwealth Financial Network in Glenwood Springs, CO. He holds the CFP® designation along with Series 63 and Series 65 licenses and has 43 years of industry experience. His prior work includes long-term engagements with Resource Financial Planning Corporation and ownership of the Don Click Insurance Agency. Outside of his advisory role, he owns DM Management, Inc., a holding company for sports tickets. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their individual and institutional clients. The firm provides a broad support platform including managed-account programs, access to third-party asset managers, and custody services, utilizing both internally managed and outsourced investment solutions.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Timothy R

CFP®, Series 66

Glenwood Springs, CO

Commonwealth Financial Network

Timothy Rahmeier is a CFP® with 20 years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked with Commonwealth since 2005, with a brief overlapping role at Resource Financial Planning Corporation where he also maintains an ongoing affiliation. He is the owner and president of Advance Financial, Inc., a private company established for securities and investment advisory business activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform, including managed-account programs, third-party asset manager access, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar

Matthew C

CFP®, Series 66

Glenwood Springs, CO

Commonwealth Financial Network

Matthew Cova is a CFP® professional with nine years of industry experience. He is currently affiliated with Commonwealth Financial Network and has previously worked with Resource Financial Planning Corp and the Roaring Fork School District. Outside of his advisory role, he coaches and provides private training classes through Defiance Strength and Conditioning. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and custody services, while providing a variety of investment options and back-office support.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
View complete list of advisors at this office
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