Colorado Springs, CO Delmonico Drive Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

4

Of 24,095 advisors across 14,148 offices

Location

6685 Delmonico Drive Suite A

Colorado Springs CO 80919-6802

Advisors at this office

4

Advisors at this office

Ryan P

Series 66

Colorado Springs, CO

Edward Jones

Ryan Plunkett is a financial advisor at Edward Jones in Colorado Springs, CO, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he served 22 years in the United States Air Force and worked briefly at Financial Engines in 2018. Outside of his advisory role, he provides cybersecurity and leadership consulting to local small businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated services through a nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Business ownership considerations Military & Veterans Founder/Business Owner
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Anne C

Series 66

Colorado Springs, CO

Edward Jones

Anne Childs is a financial advisor at Edward Jones in Colorado Springs, CO, with eight years of experience at the firm and a Series 66 designation. Prior to her current role, she worked at Victor Lundeen Company and has held various positions including retail assistant and administrative work at Wheaton College Student Health Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, managing over $1 trillion in assets through a large network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Aaron Z

CFP®, Series 63, Series 65

Colorado Springs, CO

Edward Jones

Aaron Zimmerman is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. Based in Colorado Springs, CO, he is also a partner in a commercial real estate venture, RMDC Properties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and a variety of affiliated financial services.

Wealth management Business ownership considerations Founder/Business Owner Educators, Teachers, and Academics Doctor or Medical Professional Engineering Professional Intergenerational Families
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Clayton W

CFP®, Series 66

Colorado Springs, CO

Edward Jones

Clayton Worthington is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones in Colorado Springs. Prior to joining Edward Jones in 2021, he was involved with USA Cycling and Progressive CrossFit, where he also offers part-time coaching and personal training. He serves on the board of directors for the Front Rangers Cycling Club, a local youth cycling organization. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, providing a range of advisory programs including discretionary and non-discretionary strategies. The firm is notable for its extensive nationwide network of advisors and branch offices, as well as its affiliated capabilities such as a trust company and proprietary mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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