Fort Collins, CO Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
United Capital Financial Advisors
Multi-team
Firm-wide stats for United Capital Financial Advisors
About
United Capital provides national financial planning and discretionary investment management to a broad mix of clients, including individual and high-net-worth households, retirement plans, and corporate or institutional accounts. The firm also offers sub-advisory and consulting services and operates a technology and practice platform, FinLife Partners, which onboards and supports other independent investment advisors.
Investment teams work from client-specific financial plans to set asset allocation and select between United Capital-managed strategies, third‑party managers, or separately managed accounts, and they typically manage accounts on a discretionary basis with custody options that commonly include Fidelity and Schwab. United Capital’s platform supports customization — including ESG and faith‑based portfoliooptions — access to vetted alternative investments (via providers such as iCapital), and limited Variable Subaccount allocation services for certain clients.
Compared with many large enterprise advisers, United Capital is notable for the breadth of its affiliate network and non‑standard businesses: it is affiliated with a law firm (Creative Planning Legal, P.A.) and a retail trust company (Creative Planning Trust Company), operates lending and referral relationships for bank and securities‑based loans, and maintains a suite of related entities (including SageView and Baseline) that provide cross‑referrals. The firm also provides technology, marketing, and sub‑advisory services to other advisers through FinLife Partners and retains certain legacy arrangements (e.g., wrap program accounts and third‑party class‑action claim services) that can affect how specific client relationships are handled.
Based on United Capital Financial Advisors
Demographic focus
Based on United Capital Financial Advisors
Location
401 W. Mountain Ave
Fort Collins CO 80521
Advisors at this office
6
Advisors at this office
Christopher V
Series 66
Fort Collins, CO
United Capital Financial Advisors
Christopher Villegas is a financial advisor at United Capital Financial Advisors with 13 years of industry experience. He holds the Series 66 designation and has been with United Capital since 2017. United Capital Financial Advisors provides financial planning and investment management services nationwide to individual investors, corporations, retirement plans, charitable organizations, and other institutional clients. The firm employs discretionary portfolio management with asset-allocation models and offers customized strategies, client-facing technology, and access to third-party managers.
David E
CFP®, Series 63, Series 66
Fort Collins, CO
United Capital Financial Advisors
David Essay is a CFP® professional with 23 years of industry experience, currently serving at United Capital Financial Advisers, LLC. His prior roles include positions at Cetera Advisor Networks, Raymond James Financial, and First National Capital Markets. Outside his advisory work, Essay is an assistant basketball coach for a Fort Collins high school. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm offers a range of services including sub-advisory, consulting, and a technology platform supporting customization and access to alternative investments.
Quinn M
CFP®, Series 66
Fort Collins, CO
United Capital Financial Advisors
Quinn Mcelwee is a financial advisor with United Capital Financial Advisors in Fort Collins, CO, holding CFP® and Series 66 credentials and bringing 20 years of industry experience. His work history includes roles at Integrity Alliance, Lion Street Financial, Cetera Advisor Networks, and Girard Securities. Outside of advising, he is the owner of an agriculture Delaware statutory trust, where he manages design, legal, and funding responsibilities. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, and institutional clients. The firm employs discretionary portfolio management with customizable asset-allocation models and offers access to third-party managers, alternative investments, and specialized services such as 529 plan advice and 1031 exchange introductions.
Jonathan M
Series 66
Fort Collins, CO
United Capital Financial Advisors
Jonathan Mertens is a financial advisor with United Capital Financial Advisors in Fort Collins, CO, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at TIAA-CREF Individual & Institutional Services and Lion Street Financial. In addition to his advisory duties, he is involved in insurance agency activities related to fixed insurance and annuity business. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individual, high-net-worth, retirement plan, and institutional clients. The firm supports customizable investment strategies and offers technology and practice platforms for independent advisors.
Kristin H
Series 63, Series 66
Fort Collins, CO
United Capital Financial Advisors
Kristin Howe is a financial advisor with United Capital Financial Advisors in Fort Collins, CO, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. Her career includes roles at Integrity Alliance, Lion Street Financial, CETERA Advisor Networks, and Girard Securities. She has been with United Capital Financial Advisers since 2010. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm offers a range of services, including sub-advisory and consulting, supported by the FinLife Partners platform that assists independent advisors with technology and practice management.
Jack W
CFP®, Series 65
Fort Collins, CO
United Capital Financial Advisors
Jack Weisenbach is a Certified Financial Planner (CFP®) with 10 years of experience, currently practicing at United Capital Financial Advisors in Fort Collins, CO. He has been with United Capital since 2016. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm offers customized investment solutions and operates FinLife Partners, a platform supporting independent investment advisors through technology and practice management services.
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