Greenwood Village, 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
5655 S Yosemite St, Ste 450
Greenwood Village CO 80111
Advisors at this office
3
Advisors at this office
Brian M
CFA®, Series 63, Series 66
Greenwood Village, CO
United Capital Financial Advisors
Brian Mcdowell is a CFA® charterholder with 25 years of industry experience. He has been with United Capital Financial Advisors since 2015. United Capital provides national financial planning and discretionary investment management for a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm also offers sub-advisory and consulting services, operating a platform that supports customization and access to alternative investments.
Elizabeth S
CFA®, Series 63
Greenwood Village, CO
United Capital Financial Advisors
Elizabeth Schwinghammer is a CFA® charterholder with 17 years of industry experience, currently serving as a financial advisor at United Capital Financial Advisors since 2015. She holds a Series 63 license and is based in Greenwood Village, Colorado. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary portfolio management using asset-allocation models and offers customized solutions including ESG and faith-based preferences, supported by proprietary client technology and a platform for other advisors.
Kara F
Series 65, Series 63
Greenwood Village, CO
United Capital Financial Advisors
Kara Farrow is a financial advisor with United Capital Financial Advisors in Greenwood Village, CO, holding Series 63 and Series 65 licenses and having five years of industry experience. She previously worked at Integrity Alliance, LLC, Lion Street Financial, and Consistent Values. United Capital provides national financial planning and discretionary investment management services to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts, and supports customization through a broad affiliate network and technology platform.
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