A complete list of active advisors currently associated with Newell Financial Services

Warmer can help you find a great advisor at Newell Financial Services or one who fits your needs even better.

Newell Financial Services is a Colorado‑registered investment adviser that provides portfolio management to individuals — including high‑net‑worth individuals — as well as pension and profit‑sharing plans and businesses. The firm constructs and monitors portfolios using individual stocks, ETFs, mutual funds and model portfolios available on custodial platforms, and performs ongoing reviews to align holdings with clients’ objectives. The firm combines fundamental and technical analysis (including charting) with strategic asset allocation and model‑based inputs, and may employ either long‑term or short‑term trading depending on market conditions. NFS generally operates with discretionary trading authority and conducts at least annual reviews, inviting clients to meet annually to reassess suitability and objectives. The brochure discloses that certain supervised persons are licensed insurance agents and may receive commissions when acting in that capacity, a potential conflict of interest that the firm highlights and which is relatively uncommon among peers. The firm is operated by a single investment professional who also serves as chief compliance officer and holds CLU and ChFC designations, and — despite listing high‑net‑worth individuals among its client types — reported zero discretionary and non‑discretionary assets under management as of December 26, 2025.

To learn more about the advisors currently working at Newell Financial Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
John Newell	Greenwood Village, CO	32

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