Englewood, CO Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$5,088,002,743
ClientsTotal clients
17,207
AdvisorsAdvisors at this office
2
Of 187 advisors across 85 offices
Location
9781 S. Meridian Blvd., Suite 300
Englewood CO 80112
Advisors at this office
2
Advisors at this office
Lucas W
CFP®, ChFC®, Series 66
Englewood, CO
RFG Advisory, LLC
Lucas Wandell is a CFP® and ChFC® with nine years of experience in the financial industry. He is currently a wealth advisor at RFG Advisory, LLC, having previously worked at Mattern Capital Management, Triad Hybrid Solutions, Triad Advisors, Bank of America, and Merrill. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, offering a range of services including portfolio management, financial planning, and alternative investments.
Nathan Y
Series 63, Series 66
Englewood, CO
RFG Advisory, LLC
Nathan Yeomans is a financial advisor at RFG Advisory, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several related firms including Design Wealth Advisors and Accelerated Wealth. In addition to his advisory work, he has operated Yeomans Photography/Photo Booth Bliss, LLC since 2004. RFG Advisory is a multi-team registered investment adviser serving individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm manages client assets using a combination of actively managed and passive strategies, tax-aware approaches, and offers access to model strategies, alternative investments, and annuity management.
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