• Follow us on
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:   Commodities , Alternative Investments , Exchange Traded Funds (ETFs) , Mutual Funds , Insurance , Annuities , Stocks , Socially Responsible Investments (SRI)


Qualifications & Memberships
Insurance and Annuity Licenses:   Disability , Casualty , Variable Life , Long Term Care , Variable Annuity , Life , Health , Annuity , Property
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 , Based on Assets , Flat Fee , 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

Advisor Comparison


Ronald Lottridge, CFP

 

Catalyst Financial Strategies


Chad McDonnell

 

Denver Investments


Stephen Gordon

 

Cornerstone Asset Management