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Catalyst Financial Strategies | Financial Advisor in Denver ,CO

Catalyst Financial Strategies

55 Madison St.
Suite 675
Denver, CO 80206
Phone: (303) 593-0308

The Spark to Your Financial Future


About

Much like building a home - the first step is to create the blueprint. Catalyst Financial Strategies starts with understanding you and your goals and then designing a plan to assist you in accomplishing those goals. We're here to provide efficient and effective solutions in financial planning, investment management, personal risk management and wealth protection, and retirement planning. We look forward to starting a conversation with you.

11 Years of Experience


  • CRD# 4502823
  • Series 6, 7, 63, 65, 66

General Information
Name of Broker/Dealer:   NFP Securities
States Licensed in:   CO, CA, IA
Number of Years with Current Firm:   11
I work with the following types of clients:   Individual Investors , Businesses , Non-Profit Organizations


Services
Investment Types:   Insurance , Annuities , Commodities , Stocks , Mutual Funds , Exchange Traded Funds (ETFs) , Alternative Investments , Socially Responsible Investments (SRI)


Qualifications & Memberships
Insurance and Annuity Licenses:   Casualty , Disability , Health , Life , Long Term Care , Property , Variable Annuity , Variable Life , Annuity
Financial Organization Memberships:   Financial Planning Association (FPA)


Compliance
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   100000
Compensation Methods:   Hourly , Flat Fee , Based on Assets , Commissions


Ronald Lottridge, CFP

Ronald Lottridge, CFP

CERTIFIED FINANCIAL PLANNER™ Certificant

Communities Served

CO

Office Hours

Mon. 8:00 AM - 5:00 PM
Tue. 8:00 AM - 5:00 PM
Wed. 8:00 AM - 5:00 PM
Thu. 8:00 AM - 5:00 PM
Fri. 8:00 AM - 5:00 PM