Greenwood Village, CO Dtc Parkway Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$41,094,843,456
ClientsTotal clients
71,990
AdvisorsAdvisors at this office
30
Of 4,620 advisors across 967 offices
Location
5613 Dtc Parkway, Suite 600
Greenwood Village CO 80111
Advisors at this office
30
Advisors at this office
Zakary F
Series 66
Greenwood Village, CO
Equitable Advisors
Zakary Flitter Bilello is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and has prior work experience including a role at Spicer Jeffries, LLP. Before his advisory career, he worked in various positions including at Moe's Broadway Bagels and uBreakiFix. 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 and offers both advisory and brokerage/insurance channels to implement client recommendations.
Logan V
Series 66
Greenwood Village, CO
Equitable Advisors
Logan Van Wyk is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, Logan held various roles outside the financial industry, including positions at Top Golf and Papa Johns. 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 a variety of third-party managers and LPL programs. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to meet client needs.
Jonah F
Series 66
Greenwood Village, CO
Equitable Advisors
Jonah Freund is a financial advisor with Equitable Advisors in Greenwood Village, CO. He holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, his work history includes roles at Sunfridge Brewery, Drakos Clinical Dynamics, and Yale School of Medicine, among others. Equitable Advisors serves a broad range of clients, including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.
Mathieu N
Series 63, Series 66
Greenwood Village, CO
Equitable Advisors
Mathieu Niehues is a financial advisor with Equitable Advisors in Superior, Colorado, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked with Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement plan support, and access to asset management through LPL programs and a range of third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.
Kevin R
ChFC®, Series 63, Series 66
Greenwood Village, CO
Equitable Advisors
Kevin Reilly is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to his current role, he was associated with AXA Advisors, LLC and Korucenter LLC. Outside of his advisory work, he is a licensed real estate agent in Denver, assisting clients with buying and selling properties. 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 operates a hybrid referral and implementation model, offering both advisory and brokerage services tailored to client goals and risk tolerance.
Grant S
Series 65, Series 63
Greenwood Village, CO
Equitable Advisors
Grant Sander is a financial advisor with Equitable Advisors, holding Series 65 and Series 63 licenses and five years of industry experience. His prior roles include positions at Robinhood Financial, LLC, and Open to the Public Investing, Inc. Equitable Advisors serves a diverse range of clients, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, utilizing a delivery model that incorporates LPL-sponsored programs and endorsed third-party managers.
Matthew B
Series 65, Series 63
Greenwood Village, CO
Equitable Advisors
Matthew Brymer is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Equitable Advisors and its predecessor AXA Advisors LLC since 2015. Brymer serves as a board member for the Global Initiative For Talented Students and is on the advisory committee for the Digital Marketing Program at Texas A&M University–Texarkana. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, 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 extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.
Grant L
Series 66
Greenwood Village, CO
Equitable Advisors
Grant Lentz is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2024, he worked in various roles including positions at Gonzaga Bulletin and Tokki. 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 operates a hybrid referral and implementation model, combining advisory and brokerage channels to deliver tailored financial solutions.
Joseph Y
Series 66
Greenwood Village, CO
Equitable Advisors
Joseph Yurglich is a financial advisor with Equitable Advisors in Greenwood Village, CO, holding a Series 66 designation and seven years of industry experience. His prior work includes positions at Prime Capital Investment Advisors, Private Client Services, and Northwestern Mutual Investment Services LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, delivering advisory and brokerage solutions through program sponsors and endorsed third-party managers.
Brian G
Series 66
Greenwood Village, CO
Equitable Advisors
Brian Gibson is a financial advisor with Equitable Advisors in Honolulu, HI, holding a Series 66 designation and seven years of industry experience. He has worked at Equitable Advisors since 2018 and previously at Axa Advisors. Outside of his advisory role, he has engaged in a car-sharing activity through Turo. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management via LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model tailored to client goals and risk tolerance.
W S
Series 66
Greenwood Village, CO
Equitable Advisors
W Spencer is a financial advisor with Equitable Advisors in Denver, CO, holding a Series 66 designation and 15 years of industry experience. He has worked at Equitable Advisors since 2010 and previously at Axa Advisors, LLC. Outside of his advisory role, he is involved as a sales associate with Realty Benefit Services and Dergalis Associates 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 uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.
Todd G
Series 63, Series 66
Greenwood Village, CO
Equitable Advisors
Todd Ganton is a financial advisor with Equitable Advisors in Littleton, CO, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Axa Advisors, GoSpotCheck, Marketo, and Jackson National Life Distributors. 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 a variety of third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.
Ian C
Series 66
Greenwood Village, CO
Equitable Advisors
Ian Cook is a financial advisor with Equitable Advisors in Aurora, CO, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2006. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, 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 tailored through a client intake process and written financial plans.
Mark H
Series 63, Series 65
Greenwood Village, CO
Equitable Advisors
Mark Healiss is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 25 years of industry experience. He previously worked at Lincoln Financial Advisors for 23 years before joining Equitable Advisors in 2025. His outside business activities include various insurance appointments. 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, combining advisory and brokerage/insurance channels to deliver tailored financial solutions.
Brandon M
Series 66
Greenwood Village, CO
Equitable Advisors
Brandon Mc Nairy is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he was involved with the Student Investment Advisory Committee at Colorado Mesa University and has a varied background including roles at The Home Depot and CBM Equipment Services. 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, offering both advisory and brokerage/insurance channels tailored to client goals and risk tolerance.
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