Fort Collins, CO Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$5,338,566,390
ClientsTotal clients
3,468
AdvisorsAdvisors at this office
2
Of 65 advisors across 9 offices
Location
145 North College Avenue, Suite G
Fort Collins CO 80524
Advisors at this office
2
Advisors at this office
John C
Series 63, Series 66
Fort Collins, CO
One Capital Management, LLC
John Clagett is a financial advisor with One Capital Management, LLC in Fort Collins, CO, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior work includes roles at 2 Four2 LLC, Q4 Wealth Management, Inc., Crump Life Insurance, and Nations Financial Group, Inc. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients with a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm offers wealth management, financial planning, sub-advisory and retirement plan solutions, advisory consulting, and cash management services, and acts as investment adviser to the FundX suite of ETFs.
Kristine C
Series 66
Fort Collins, CO
One Capital Management, LLC
Kristine Clagett is a financial advisor at One Capital Management, LLC with 13 years of industry experience. She holds a Series 66 designation and has previously worked at 2Four2, LLC, Q4 Wealth Management, and Nations Financial Group, Inc. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients through a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm offers wealth management, financial planning, sub-advisory, retirement plan solutions, advisory consulting, and cash management services, and acts as investment adviser to the FundX suite of ETFs.
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