Fort Collins, CO Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$1,513,269,367
ClientsTotal clients
2,127
AdvisorsAdvisors at this office
2
Of 69 advisors across 50 offices
Location
215 W. Magnolia Street, Suite 204
Fort Collins CO 80521
Advisors at this office
2
Advisors at this office
Edward M
Series 66
Fort Collins, CO
Fortis Capital Advisors, LLC
Edward Moore is a financial advisor at Belpointe Asset Management LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Fortis Capital Advisors, Mountain Financial Capital, Regulus Advisors, and Regal Investment Advisors. Outside of advising, Mr. Moore is an insurance agent and owns a pass-through company called Love U Moore. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios and a range of strategies tailored to client objectives and risk tolerance.
Wyatt W
Series 66
Fort Collins, CO
Fortis Capital Advisors, LLC
Wyatt Warberg is a financial advisor at Fortis Capital Advisors, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and New York Life. Outside of his advisory role, he serves as secretary on the board of the Janet Shea Education Foundation. Fortis Capital Advisors provides investment advisory and financial planning services to individuals, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers customized portfolio construction across a range of strategies, managing accounts primarily on a discretionary basis.
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