Colorado Springs, CO Office

Team
Updated today

Client AUM

$41,094,843,456

Clients

71,990

Advisors

6

Of 4,620 advisors across 967 offices

Location

2 North Cascade Ave, Suite 610

Colorado Springs CO 80903

Advisors at this office

6

Advisors at this office

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Matthew C

Series 66

Colorado Springs, CO

Equitable Advisors

Matthew Campbell is a financial advisor with Equitable Advisors in Colorado Springs, CO, holding a Series 66 designation and 21 years of industry experience. He has been with Equitable Advisors since 2004, including its predecessor Axa Advisors. Outside of his advisory role, he is a part-owner of Loyal Coffee, a local coffee business in Colorado Springs. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to meet client needs.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Andrew L

Series 66

Colorado Springs, CO

Equitable Advisors

Andrew Ladrow is a financial advisor at Equitable Advisors with 24 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2002, including its predecessor, Axa Advisors, serving clients primarily from Colorado Springs, CO. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth individuals, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and a broker-dealer.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Aaron H

Series 66

Colorado Springs, CO

Equitable Advisors

Aaron Haynes is a financial advisor with Equitable Advisors in Colorado Springs, CO, holding a Series 66 designation and 25 years of industry experience. He has worked with Equitable Advisors since 2000, including time with its predecessor, Axa Advisors, LLC. Equitable Advisors serves individual investors across wealth levels, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Michael W

Series 63, Series 65

Colorado Springs, CO

Equitable Advisors

Michael Wolfe is a financial advisor with Equitable Advisors in Colorado Springs, Colorado, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory work, Wolfe serves as Grand Knight for the Knights of Columbus Council 12228 and is an officer and director of the Academy Optimist Club. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
user avatar

Evan H

Series 66

Colorado Springs, CO

Equitable Advisors

Evan Hoehne is a financial advisor with Equitable Advisors in Colorado Springs, Colorado. He holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including as a delivery driver and server. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional entities, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through multiple program sponsors and third-party managers to provide advisory and brokerage solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
user avatar

Nicholas C

Series 66

Colorado Springs, CO

Equitable Advisors

Nicholas Camarella is a financial advisor with Equitable Advisors in Colorado Springs, CO, holding a Series 66 designation and 11 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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