Colorado Springs, CO Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Seamount Financial Group Inc
Team
Firm-wide stats for Seamount Financial Group Inc
About
Seamount Financial Group serves individual clients, including high-net-worth households, as well as pension and profit‑sharing plans, offering discretionary wealth management, stand‑alone financial planning, and pension consulting. The firm reports managing approximately $745 million in discretionary assets through a team of six advisors and serves roughly 485 client relationships.
Seamount typically constructs customized portfolios and manages accounts on a discretionary basis through LPL Financial’s Strategic Wealth Management program, monitoring holdings and periodically rebalancing to align with clients’ objectives and risk tolerances. It also provides hourly financial planning and participant education for retirement plans, and discloses use of methods such as fundamental and technical analysis and, where appropriate, margin or short sales strategies based on client suitability.
Distinctive aspects disclosed in the brochure include the firm’s transition to LPL Financial (completed in 2025) and that its investment adviser representatives are dually registered as LPL broker‑dealer representatives and licensed insurance agents, arrangements the firm identifies as creating potential conflicts (including receipt of transition assistance and forgivable loans). The brochure also highlights practices that are less common for peers — assistance applying for securities‑backed lines of credit, a limited stance on direct cryptocurrency recommendations (outside LPL‑approved publicly traded securities), use of AI tools to record or transcribe meetings (with an opt‑out), and an explicit policy not to vote client proxies.
Based on Seamount Financial Group Inc
Expertise
Based on Seamount Financial Group Inc
Location
90 So Cascade Avenue, Suite 970
Colorado Springs CO 80903
Advisors at this office
3
Advisors at this office
Christopher D
CFP®, Series 63, Series 65
Colorado Springs, CO
Seamount Financial Group Inc
Christopher Dorsett is a CFP® professional with 27 years of industry experience, currently serving at Seamount Financial Group Inc in Colorado Springs, CO. His career includes roles at LPL Financial LLC and Grove Point Investments, LLC, and he has been involved with Seamount Financial Group since 1998. He also operates Dorsett Wealth Management, LLC. Seamount Financial Group provides wealth management, financial planning, and pension consulting services to individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm manages over $665 million and delivers discretionary portfolio management through LPL Financial’s Strategic Wealth Management program, employing both fundamental and technical analysis tailored to client objectives.
Leon C
CFP®, Series 63, Series 65
Colorado Springs, CO
Seamount Financial Group Inc
Leon Colafrancesco is a CFP® professional with 44 years of experience in the financial services industry. He is currently with Seamount Financial Group Inc and has previously worked at Grove Point Investments, LLC and LPL Financial. He has been associated with Seamount Financial Group since 1998. Seamount Financial Group serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities by providing wealth management, discretionary portfolio management, financial planning, and pension consulting. The firm manages over $665 million and integrates fundamental and technical analysis in discretionary wealth management.
Nicholas D
CFP®, Series 66
Colorado Springs, CO
Seamount Financial Group Inc
Nicholas Dorsett is a CFP® certificant and holds a Series 66 license, with four years of experience in the financial industry. He is affiliated with Seamount Financial Group Inc and has prior experience at LPL Financial, Grove Point Investments, Podium, Inc, and Qualtrics International. Seamount Financial Group provides wealth management, financial planning, and pension consulting services to individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm manages approximately $745 million in discretionary assets through a team of six advisors and employs customized portfolios monitored and rebalanced via LPL Financial’s Strategic Wealth Management program.
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