Colorado Springs, CO Office

Team
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T. Rowe Price Advisory Services, Inc.

Enterprise

Firm-wide stats for T. Rowe Price Advisory Services, Inc.

Total advisors

520

Across 66 offices

Clients per advisor

26 Very Low

Avg AUM per client

$436,332 Typical

HNW client ratio

0% Very Low

About

T. Rowe Price Advisory Services, Inc. offers the T. Rowe Price Retirement Advisory Service to individual investors and households focused on retirement goals, combining nondiscretionary goals-based financial planning, retirement income planning, and discretionary investment management with telephone access to a financial advisor supported by an online planning tool. The program generally requires about $250,000 in aggregate investable assets to enroll in planning and the same minimum to open managed accounts, and it delivers point‑in‑time financial plans and annual reviews for enrolled households.

Portfolios are implemented at the household level using model allocations that range roughly from 10% to 100% equity and are invested exclusively in selected T. Rowe Price mutual funds and ETFs; the firm employs asset‑location logic, tax‑aware rebalancing (including minimizing short‑term gains), periodic tactical/opportunistic allocations, and typically uses I‑class shares where available. Financial plans and retirement income projections are produced with Monte Carlo simulations through an interactive online tool, and account management is executed on a discretionary basis once clients enroll and accept the investment proposal.

Several features distinguish TRP Advisory Services from many large enterprise advisers: the firm is registered with the CFTC as a commodity pool operator (an uncommon regulatory posture for firms of this type), it operates from a small office footprint relative to peers and its brochure does not list high‑net‑worth individuals, charitable organizations, or pension/profit‑sharing plans as client types. The Service is also limited to proprietary Price Funds and explicitly does not evaluate or recommend third‑party funds, other advisers, or individual securities, and it requires electronic delivery and electronic signatures as part of enrollment.

Based on T. Rowe Price Advisory Services, Inc.

Expertise

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting

Based on T. Rowe Price Advisory Services, Inc.

Occupation focus

Retired

Based on T. Rowe Price Advisory Services, Inc.

Location

Colorado Springs CO

Advisors at this office

6

Advisors at this office

user avatar

Robert C

Series 63, Series 66

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

Robert Cooper is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked with T. Rowe Price since 2017 and previously spent two years at Wells Fargo. Based in Colorado Springs, CO, Cooper focuses on retirement planning and investment management. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service to individual investors and households, integrating nondiscretionary financial planning, retirement income planning, and discretionary investment management, primarily using T. Rowe Price mutual funds and ETFs. The firm employs model portfolio allocations, tax-aware rebalancing, and interactive online tools to support its clients' retirement goals.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
user avatar

Joseph M

Series 63, Series 66

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

Joseph Majewski is a financial advisor at T. Rowe Price Advisory Services, Inc. with 11 years of industry experience. He has held his current role at T. Rowe Price since 2015 and holds Series 63 and Series 66 designations. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory program for individual investors and households, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management. The firm uses model portfolios invested exclusively in proprietary T. Rowe Price mutual funds and ETFs, employing tax-aware strategies and interactive online planning tools.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
user avatar

Kristina R

Series 66

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

Kristina Radke is a financial advisor with T. Rowe Price Advisory Services, Inc. She holds a Series 66 designation and has seven years of industry experience. Radke previously worked at Wells Fargo from 2012 to 2018 before joining T. Rowe Price. Outside of her advisory role, she is an author working on publishing a cookbook and participates in caregiving through completion of a parent caregiver program. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management for individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, employing tax-aware rebalancing and Monte Carlo simulation-based retirement income projections.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
user avatar

Daniel C

Series 66

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

Daniel Cowles is a financial advisor at T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining T. Rowe Price, he held positions at Glg, The Resource Exchange, and SWL Advisors and Foundation, among others. T. Rowe Price Advisory Services offers a retirement-focused advisory program for individual investors and households, combining nondiscretionary financial planning and discretionary investment management primarily in proprietary mutual funds and ETFs. The firm provides model portfolio allocations and employs tax-aware strategies, with services delivered through both telephone access and an online planning platform.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
user avatar

Jason Z

Series 66

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

Jason Zulkosky is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 credential and bringing 23 years of industry experience. He has worked with T. Rowe Price Investment Services, Inc. since 2006. Based in Colorado Springs, CO, his practice is part of a larger enterprise firm. T. Rowe Price Advisory Services, Inc. offers the Retirement Advisory Service, which combines nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily for individual investors and households with retirement goals. The firm uses proprietary mutual funds and ETFs within model portfolios and employs specialized techniques such as tax-aware rebalancing and Monte Carlo simulations to produce financial plans and income projections.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
user avatar

Michael J

Series 63, Series 66

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

Michael Johnson is a financial advisor at T. Rowe Price Advisory Services, Inc. based in Colorado Springs, CO, with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at T. Rowe Price since 2017. Prior to this, he was employed at The Hertz Corporation. T. Rowe Price Advisory Services, Inc. offers a retirement advisory program for individual investors and households focused on retirement goals, combining financial planning, retirement income planning, and discretionary investment management primarily in T. Rowe Price mutual funds and ETFs. The service includes personalized financial plans, annual reviews, and employs tax-aware rebalancing and tactical allocations.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
View complete list of advisors at this office
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