Denver, CO Cherry Creek North Office
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Huntington Financial Advisors
Enterprise
Firm-wide stats for Huntington Financial Advisors
About
The Huntington Investment Company, doing business as Huntington Financial Advisors, serves individuals (including high‑net‑worth clients), charitable organizations, corporations and other business entities with advisory and brokerage services. It sponsors multiple wrap‑fee programs on the Envestnet MAS platform—including SMA, UMA, RPM, PWC, Premier, Select and Foundations strategies—and is also a registered broker‑dealer and licensed insurance agency.
Huntington’s programs use an open‑architecture model that combines third‑party Sub‑Managers and Wrap Strategists with affiliate model offerings from its Private Bank (Huntington Dynamic Portfolios); accounts may be managed discretely by advisors (RPM), by model providers, or through Envestnet overlay services (tax and impact overlays), with periodic rebalancing and custodial services provided via National Financial Services. Advisory arrangements are predominantly percentage‑of‑assets wrap fees that cover portfolio management, trade execution and manager fees, and Huntington discloses how advisor compensation and program fee structures can vary by program.
Distinctive features in the brochure include an explicit affiliation with an institutional broker‑dealer and municipal advisor (Huntington Securities) and the prominent use of proprietary Private Bank models for which the Private Bank receives specified payments (for example, 0.15% for Huntington Dynamic Portfolios and stated 0.25% manager payments for certain SMA sleeves), a structural conflict the firm documents and supervises. The disclosure also shows limited focus on pension/profit‑sharing plan business and that financial planning is referenced as provided in the broker‑dealer capacity rather than as a standalone advisory program; the firm notes a temporary dual registration with Ameriprise to support an administrative account conversion.
Based on Huntington Financial Advisors
Expertise
Based on Huntington Financial Advisors
Location
Cherry Creek North, 2787 E 2nd Ave
Denver CO 80206
Advisors at this office
3
Advisors at this office
Michael R
Series 66, Series 65
Denver, CO
The huntington Investment company
Michael Robb is a financial advisor at The Huntington Investment Company with 23 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at firms including U.S. Bancorp Investments, Morgan Stanley, and BOK Financial Securities. He serves on the executive board of Scouting Colorado, where he participates in fundraising and awareness activities. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that includes third-party sub-managers and proprietary Private Bank strategies.
William B
CFP®, Series 63, Series 66
Denver, CO
The huntington Investment company
William Baird is a CFP® with seven years of industry experience, currently serving as a financial advisor at The Huntington Investment Company in Denver, CO. His prior roles include positions at Ameriprise Financial Services, Charles Schwab Bank, and Charles Schwab & Co. Inc. before joining Huntington. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm employs an open-architecture model combining third-party sub-managers and proprietary Private Bank portfolios, offering multiple wrap-fee programs through the Envestnet MAS platform.
Katherine K
CFP®, Series 63, Series 66
Denver, CO
The huntington Investment company
Katherine Kellen is a CFP®-certified financial advisor with 25 years of industry experience. She is currently with The Huntington Investment Company, where she has worked since 2022, following previous roles at Wells Fargo Advisors from 2011 to 2022. Kellen serves on the board of Lotus Network, a community organization focused on empowering and connecting women. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party sub-managers and proprietary Private Bank models.
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