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Find Top Financial Advisors in Broomfield, Colorado

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Broomfield, Colorado
Last Updated - 21-Sep-2022

Broomfield has 11 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 15 non-vetted advisors in your local area. These financial advisors in Broomfield, Colorado have an average of 13 years of experience.

NOTE: The list of financial advisors in Broomfield, Colorado mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Broomfield, Colorado.

Qualified Financial Advisors in Broomfield, Colorado
Financial Advisor Experience AUM Minimum Assets Fee Structure
Matt Ganskopp
CFP®
EDELMAN FINANCIAL ENGINES, LLC
1120 W. 122nd Avenue,,
Suite 300,
Westminster, CO 80234
3 Not Specified Not Specified Fee-Based
Curt Clegg
CFP®
AMA FINANCIAL PARTNERS
357 McCaslin blvd,
#200,
Louisville, CO 80027
16 Not Specified $25,000 Fee-Based
Adam J. Strickman
CFP®, CRPC®, APMA®
ETHOS FINANCIAL PARTNERS
9351 Grant St.,
Suite 300,
Thornton, CO 80229
20 Not Specified Not Specified Fee-Only
Diane Zing
TRILOGY FINANCIAL
101 University Blvd,
Suite 450,
Denver, CO 80206
26 Not Specified $25,000 Fee-Based
Mark Starosciak
CFP®, CRPC®
INFINIUM INVESTMENT ADVISORS, LLC
50 South Steele Street,
#830,
Denver, CO 80209
21 $143,000,000 $500,000 Fee-Only
Personal Capital
PERSONAL CAPITAL
1099 18th Street,
Suite 2400,
Denver, CO 80222
11 $22,400,000,000 $100,000 Fee-Based
Amy Bertle
CFP®, CDFA®
ALLWORTH FINANCIAL
8055 East Tufts Avenue Suite 1310,
Denver, CO 80237
Not Disclosed Not Specified Not Specified Fee-Based
Geoff Keller
CPWA®, CIMA®
WESTERN RETIREMENT CONSULTANTS
5251 DTC Pkwy,
Ste 1045,
Greenwood Village, CO 80111
14 Not Specified Not Specified Fee-Based
Matt Ganskopp
CRPC®
EDELMAN FINANCIAL ENGINES, LLC
10012 Commons Street,
Suite 108,
Lone Tree, CO 80124
3 Not Specified Not Specified Fee-Based
Adam Brunin
NSSA®, AIF®
NAVIGATION WEALTH MANAGEMENT
3500 John F. Kennedy Pkwy.,
Suite 300,
Fort Collins, CO 80525
20 $92,000,000 $25,000 Fee-Based
Matt Ganskopp
CFP®
EDELMAN FINANCIAL ENGINES, LLC
8610 Explorer Drive Suite 120,
Colorado Springs, CO 80920
3 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Broomfield

Qualifications CRD# 6620897
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 1120 W. 122nd Avenue,,
Suite 300,
Westminster,
CO
80234
Phone Number 720-354-3474

My motivation as a financial planner is to assist our clients in prioritizing and planning around their finances in order to help them achieve their retirement and other financial goals. When I am not working, I enjoy golfing, mountain biking and spending time outdoors.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 4905457
Firm CRD# 46947
Series 6, 7, 63

Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets


Office Location 357 McCaslin blvd,
#200,
Louisville,
CO
80027
Phone Number 720-647-6501

Curt grew up in Northern Colorado and attended the University of Colorado Boulder. Having spent 15+ years working with successful financial advisors throughout the country he decided to move home and start AMA Financial Partners. Residing in Superior, CO with his wife Nancy and two children Colin and Lauren.

About AMA Financial Partners

There are a million options to choose from when it comes to your money. We help you design, UNDERSTAND, and implement a tailored solution to help you reach your goals. As an independent financial advisor, we give you many ways to work with us. We work with our ideal client and analyze their complete financial picture and educate them not only on ways to improve but also get the best value for services.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 4559641
Firm CRD# 6363
Series 7, 66

Compensation/Fee Fee-Only, Flat Fee, Based on Assets


Office Location 9351 Grant St.,
Suite 300,
Thornton,
CO
80229
Phone Number 303-252-9777

Private Wealth Advisor, Chief Executive Officer of Ethos Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc. My wife, Tamia, is a full time mom and is my hero! We have 2 children that keep our lives entertaining and exciting, Kinsley and Cohen. We have 2 pups that used to get a lot more attention before kids came into the picture; Kaiah, an Australian Shepherd and Myko, a Golden Retriever mix. We enjoy hiking and other outdoor activities in the summer as well as some snowboarding in the winter. We love to travel and explore new places when we have the chance.

About Ethos Financial Partners

You are not just another face in the crowd. You are unique, and so are your financial goals. Thats why I take the time to understand whats truly important to you. I can help you prepare for whatever life brings - both the expected and the unexpected - with personalized advice tailored to you. I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. Working together, I can help you feel more confident, connected, and in control of your financial life.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities


Qualifications CRD# 5294493
Firm CRD# 281597
Series 6, 7, 63, 65

Compensation/Fee Fee-Based, Based on Assets


Office Location 101 University Blvd,
Suite 450,
Denver,
CO
80206
Phone Number 303-749-6115

About Trilogy Financial

Diane is a Vice President of Wealth Planning at Trilogy Financial Services, as well as an Investment Advisor Representative at Trilogy Capital. She holds the Securities Series 6, 63 and 7 registrations with LPL Financial, and her Series 65 registration with Trilogy Capital. In addition, Diane is licensed in Life, Health, Disability and Long Term Care. Diane also works closely with professionals in Tax & Estate Planning, Business Planning, Real Estate, Mortgage, and other areas of financial services, to assist her with the planning efforts of her clients. These entities together create a pillar of education, knowledge and collaboration to help Diane's clients work towards their financial goals. Diane strives to stay on the cutting edge of information.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 4018163
Firm CRD# 149123
Series 66

Compensation/Fee Fee-Only, Hourly, Based on Assets


Office Location 50 South Steele Street,
#830,
Denver,
CO
80209
Phone Number 720-253-1818

Mark is a CERTIFIED FINANCIAL PLANNER® in Denver and the founder of Infinium Investment Advisors, LLC. He earned his undergraduate and MBA from the University of Michigan and focuses primarily on partnering with investors in the Technology industry and advising them on personal financial planning and investment management strategies. Mark is the past president of the Denver Business Series and Founder of WineLeague®, a Denver-based 501c(3) nonprofit corporation that has turned wine tasting into a sport, all of the name of helping other dynamic nonprofits.

About Infinium Investment Advisors, LLC

Like many start-up businesses, Infinium Investment Advisors was born out of two driving forces: to build a better mouse trap to deliver personal financial services, and to fix the problems prevalent in the industry today. In 2008, founder Mark Starosciak had spent a decade with Merrill Lynch as a financial advisor to dozens of families. A little thing called the Great Recession came along and brought down Wall Street giants such as Bear Sterns, Lehmann Brothers, and Merrill Lynch (until Bank of America saved them). Although the large Wall Street firms had years of history and success behind them, their purpose had slowly been lost to the endless pursuit of fees and bottom-line financial results. The legacy of "Firm first, client second," that got those stalwarts into trouble still exists. The recent examples of Wells Fargo, Morgan Stanley, and others remind us that there is plenty of room for objective and unbiased financial advice in a sea of just the opposite. We invite you to learn more about us and our mission to deliver valuable, low-cost financial advice to Technology investors, executives & entrepreneurs.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management


Qualifications Firm CRD# 155172

Compensation/Fee Fee-Based


Office Location 1099 18th Street,
Suite 2400,
Denver,
CO
80222
Phone Number 650-556-1310

About Personal Capital

Ready to take control of your finances? Personal Capital is here to help. We have objective fiduciary advisors ready to analyze your financial situation, and help you build a personalized, holistic plan.

The holistic financial plan recommendation is yours to keep, no strings attached.

There's never been a better time to get a second opinion on your financial future. Schedule a call with Personal Capital today.

WHY USE PERSONAL CAPITAL

Personal Capital provides a unique combination of award-winning financial tools and personalized, human advice.

Work with our team of licensed fiduciary advisors to build a free Personalized Plan that's yours to keep. You and your advisor will use our comprehensive array of free money management tools to identify and alert you to opportunities for investment management, retirement planning, and cash flow.

Setting up your dashboard will make your discussion with an advisor -- whether ours or a competitor's -- more productive. And it's completely free to get started:

  1. Customization begins by learning about your entire financial situation and goals. Use our free dashboard to get a 360-degree view of your money and see all your accounts in one place, including your investments. And go deeper with our planning and analytics tools.
  2. Our team of licensed fiduciary advisors understands that every investor is unique. With the dynamic tools, work with your advisor to build a complimentary Personalized Plan that is yours to keep, whether you decide to work with us or not.
  3. Get Wealth Management custom-tailored to your unique situation. Together, we design a portfolio that's based on your preferences, and what stage you are in your life. We charge one all-inclusive management fee at a fraction of the cost of traditional financial institutions. There are no hidden fees, no trailing fees and no trade commissions.

Personal Capital Advisors Corporation ("PCAC") compensates WiserAdvisor ("Company") for new leads. ("Company") is not an investment client of PCAC.

Advisory Services Provided:

Portfolio Management, Wealth Management


Qualifications CRD# 6302419
Firm CRD# 111167

Compensation/Fee Fee-Based


Office Location 8055 East Tufts Avenue Suite 1310,
Denver,
CO
80237
Phone Number 888-242-6766

A Colorado native, Allworth Advisor Amy Bertle, CFP® and CDFA®, is based in the Denver region. A graduate of the University of Colorado, Amy likes to remind clients that with proper advance planning almost any financial goal can be achieved. An avid outdoors person, she spends her free time hiking and fly fishing in the Rockies with her two 100-pound Bernese Mountain Dogs.

About Allworth Financial

Based out of Sacramento, California, Allworth Financial is an independent financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. The firm, which was founded in 1993, has grown to serve more than 12,000 clients and manages over $10 billion in client assets.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 5477551
Firm CRD# 6413
Series 6, 7, 63, 65

Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets


Office Location 5251 DTC Pkwy,
Ste 1045,
Greenwood Village,
CO
80111
Phone Number 720-926-0814

I passionately believe working in the best interest of our clients is paramount to creating a long-lasting, and mutually successful relationship. My focus with Western Retirement Consultants is to provide highly personalized solutions to help pursue a successful financial future, so that every client can identify, plan, and pursue their goals. I am a graduate of the University of Colorado at Boulder with a Bachelor of Arts in Communications. I am also a Certified Private Wealth Advisor® (CPWA®) and Certified Investment Management Analyst® (CIMA®), both issued through the Investments and Wealth Institute. As a Colorado native and a University of Colorado Alum, I am eternally a Buff's fan. I met my wife, Krista, at CU, and we are still huge fans of CU Athletics. My wife and I also share a love of travel. We have been fortunate enough to visit some incredible destinations; some of my favorites are Spain, Costa Rica, Italy, and Peru. What I find most compelling is that no matter where I travel in the world, I am always reminded of the thread of human connection that flows through us all; we all want to leave the world a little better than when we found it. If I am not in the office or on a plane, you can find me on the golf course. I started later in life, so my game is still a work in progress, but I enjoy playing often. My most recent trip was to play in Ireland and cannot wait to visit other links courses in Scotland!

About Western Retirement Consultants

Our focus is rooted in engagement and trust we pride ourselves in acting in your best interest and providing quality service. Our commitment to you: Prompt and courteous responses to all inquiries Keep it Simple approach A high touch service model Knowledgeable consultants to oversee your Retirement Program and personal planning needs Confidence regarding your financial situation.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 6620897
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 10012 Commons Street,
Suite 108,
Lone Tree,
CO
80124
Phone Number 303-846-1919

My motivation as a financial planner is to assist our clients in prioritizing and planning around their finances in order to help them achieve their retirement and other financial goals. When I am not working, I enjoy golfing, mountain biking and spending time outdoors.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 4407663
Firm CRD# 282640
Series 63, 65

Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets


Office Location 3500 John F. Kennedy Pkwy.,
Suite 300,
Fort Collins,
CO
80525
Phone Number 970-672-1236

About Navigation Wealth Management

Adam Brunin, AIF®, NSSA®, is the founder and owner of Navigation Wealth Management. Adam entered the financial services industry in August of 2001 after 9 years in the US Naval submarine community. After 3 years of working with a fortune 100 company Adam noted significant improvements that could be made by starting his own company, Navigation Wealth Management. Adam entered the independent advisory business in 2005. He is currently the asset manager of NWMs portfolios. Adam currently holds the Accredited Investment Fiduciary (AIF®) and National Social Security Advisor (NSSA®) designations. Married to his wife, Tara, of 22 years, they have a thirteen-year old son, Seth, and an eleven-year old son, Ryan. Adam enjoys hobbies like hunting, playing basketball and investment research.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 6620897
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 8610 Explorer Drive Suite 120,
Colorado Springs,
CO
80920
Phone Number 408-565-8564

My motivation as a financial planner is to assist our clients in prioritizing and planning around their finances in order to help them achieve their retirement and other financial goals. When I am not working, I enjoy golfing, mountain biking and spending time outdoors.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Top Financial Advisor Firms in Broomfield, Colorado (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Mount Elbert Edgecore Platform Manager, Llc
520 Zang St, Suite 209,
Broomfield, CO 80021
$907,712,500 4 A percentage of AUM
Performance Based
Epiqwest Culver Wealth Advisors Llc
370 Interlocken Blvd., , Suite 290,
Broomfield, CO 80021
$254,928,453 715 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Broomfield, Colorado*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Lighthouse Advisors, LLC
    Inquire with Lighthouse
    8181 Arista Place, Suite 100, Broomfield, CO  80021 858-583-1676
    David L. Shuler Jr., LUTCF
    Inquire with David
    370 Interlocken Boulevard, Suite 600, Broomfield, CO  80021 303-403-5608
    Edward Jones
    Inquire with Edward
    5760 W 120th Ave, Suite 200, Broomfield, CO  80020 720-389-7386
    Edward Jones
    Inquire with Edward
    799 US Hwy 287, Suite E, Broomfield, CO  80020 303-466-5137
    Edward Jones
    Inquire with Edward
    2420 E Midway Blvd, Suite E, Broomfield, CO  80234 303-465-6895
    Edward Jones
    Inquire with Edward
    1170 US Highway 287, Unit 250, Broomfield, CO  80020 303-439-1021
    Edward Jones
    Inquire with Edward
    1170 US Highway 287, Unit 250, Broomfield, CO  80020 303-439-1021
    Edward Jones
    Inquire with Edward
    3303 W 144th Ave, Unit #206, Broomfield, CO  80023 303-466-2700
    Edward Jones
    Inquire with Edward
    8300 Arista Place, Suite 100, Broomfield, CO  80021 303-439-6252
    Edward Jones
    Inquire with Edward
    5760 W 120th Ave, Suite 140, Broomfield, CO  80020 303-460-9661
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?