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Find Top Financial Advisors in Colorado Springs


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Qualifications of Financial Advisor in Colorado Springs

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Financial Advisors in Colorado Springs, Colorado
Financial Advisor Office Location Phone Number
Nick Naseman, RICP®, CFEd®, CFEI,
Iron Mountain Financial
2480 WAYNOKA RD #212,
Colorado Springs, CO  80915
(719) 623-7433
Phil Wilson,
Edelman Financial Engines, LLC
5134 North Nevada Avenue Suite 140,
Colorado Springs, CO  80918
(719) 594-6800
Paul OHara,
Asbury Wealth Partners
6385 Corporate Drive,
Colorado Springs, CO  80919
(719) 531-6276
Don Leander, CFP®,
Financial Planning Strategies
6645 Delmonico Blvd.,
Colorado Springs, CO  80919
(719) 266-5335
Phil Wilson,
Edelman Financial Engines, LLC
10012 Commons Street,
Lone Tree, CO  80124
(303) 799-4565
Herb White, CFP®,
Life Certain Wealth Strategies
8400 E Prentice Ave.,
Greenwood Village, CO  80111
(303) 793-3999
Martin Walsh,
Brown and Company
1700 Broadway,
Denver, CO  80290
(303) 863-7112

Information on Qualified Financial Advisors in Colorado Springs

Qualifications CRD# 5516605
FirmCRD# 171999
Series 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Flat Fee


Office Location 2480 WAYNOKA RD #212,
Colorado Springs,
CO 
80915
Phone Number (719) 6237433

Nick is a retired USAF officer, having served throughout the world including a tour in Baghdad, Iraq. After serving his country, he continued to serve locally by becoming a financial advisor with a national level company. After realizing he did not want to be a salesman pushing products, he joined a local advisory firm to help investors prepare for retirement. After several years with the local firm, Nick decided to start his own company, Iron Mountain Financial and focus on preparing investors for a great retirement. He has earned the Retirement Income Certified Professional designation in pursuit of that focus. As an independent fiduciary advisor, Nick focus on those things that impact you financially, not just your portfolio. By coordinating your investments, Social Security, taxes, and estate planning, he's able to address the multitude of risks associated with retirement. Nick is also a Financial Educator, having earned the CFED and CFEI designations. He's taught adult financial literacy classes at Pikes Peak Community College for three years before offering classes at the Pikes Peak Library District.

About Iron Mountain Financial

As a local independent financial advisor in Colorado Springs, I have a fiduciary duty to act in the best interests of my clients. My clients' retirement years are secured by addressing and fixing overlooked financial and non-financial issues before they become a problem. Some of these issues include: Making sure a wife doesn't lose half of their Social Security income when the husband passes away. Ensuring at least two years of long-term care cost assistance without paying annual premiums. Making sure your Powers of Attorney have the appropriate language to work with Social Security, Medicare, the IRS and other organizations. "I live by a simple rule: treat others the way I want to be treated. I would never recommend something I wouldn't do in a similar situation or recommend to my parents. I welcome the opportunity to earn your trust and show you how I do things differently."



Qualifications CRD# 2144263
FirmCRD# 104510
Series 6, 26, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 5134 North Nevada Avenue Suite 140,
Colorado Springs,
CO 
80918
Phone Number (719) 5946800

Joined Financial Engines in 2017. Began his career in the financial services industry in 1993. Successfully completed the Series 7, 9, 10, 63, and 66 examination(s) administered by FINRA. Earned the CERTIFIED FINANCIAL PLANNER® certification(s). Bachelor or Arts in Business Administration from Hanover College. Married to Wenda for 25 years. They have two children, Oliver and Mason and two dogs, Gomer and Earnest T. Phil enjoys bike riding, camping and trail motorcycle riding in his free time.

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 advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 2754305
FirmCRD# 6413
Series 7, 24, 63, 66

Compensation/Fee I am a fee-based financial professional, Based on Assets, Flat Fee, Hourly


Office Location 6385 Corporate Drive,
Suite 200,
Colorado Springs,
CO 
80919
Phone Number (719) 5316276

Paul OHara is a Certified Financial Planner (CFP) professional with vast knowledge and experience in the investment management and financial planning. He earned his undergraduate degree in History from Rutgers University. Paul began his career as a bond trader with Patriot Securities in New York. He has worked as a Vice President of Trading and Market Maker for Fleet Bank and Hudson Securities before moving from New Jersey to Colorado with his family in 2006. Paul has been directly serving individual and institutional clients on a one on one basis since 2008 thru his relationship with LPL Financial Corporation.

About Asbury Wealth Partners

At Asbury Wealth Partners, it is our mission to help you prosper by implementing comprehensive financial strategies developed to help grow and protect the assets entrusted to us. We specialize in investment management and financial planning options tailored to your goals. Our diversified approach towards portfolio design & management combines both strategic and tactical principles that strive to protect what you have worked so hard for while prudently taking advantage of opportunities. Portfolios are managed in-house using proprietary, state-of-the-art techniques. We deliver best in class service while helping you achieve your goals. No matter your stage in life, give us a call today to schedule a consultation session and find out how we can be a part of your success story.



Qualifications CRD# 1031780

Compensation/Fee I am a fee-only financial professional, Based on Assets


Office Location 6645 Delmonico Blvd.,
Suite 101,
Colorado Springs,
CO 
80919
Phone Number (719) 2665335

I am originally from the North Texas area and began working in my mid-20's under a Certified Financial Planner in the insurance industry in early 1979. I met my (British) wife, Thea, in Kansas City in 1977 and we were married the next year. I began to study the CFP courses through the College For Financial Planning (Denver) and became a Certified Financial Planner in mid-1983. We traveled to Colorado several times in the 1980's to attend continuing education conferences put on by the College For Financial Planning and that's when Thea and I began to dream of relocating here. Expanding my 20-year practice from Texas into Colorado allowed that dream to be fulfilled in 1998. I continue to stay abreast of the ever-changing investment, economic, and retirement planning fields through constant study. My focus over the last 20 years has been macro-economic research. I’ve seen how my appraisals of macro- economic trends have benefited my clients' portfolios, especially in late 1999 and early 2008. At Financial Planning Strategies we’ve established a system of dynamically-adjusted, asset allocation strategies similar to the management of many university endowments. Historically, this special “asset-synergism” reduces volatility while enhancing returns. My wife has been my clerical assistant since 1979 and is also the mother of my two married daughters, Elissa and Rebecca. In 2015 we became proud grandparents of Aaron, our first grandchild. All seven of us in our expanding family enjoy going to 11-Mile Reservoir to kayak, and to enjoy boating and mountain biking.

About Financial Planning Strategies

FOR OVER 30 YEARS our mission at Financial Planning Strategies is to help you secure every aspect of your financial future and give you peace of mind today in all your investment and financial planning needs. As a Certified Financial Planner since 1983, I am committed to maintaining the highest standards of integrity and professionalism in our relationship. We endeavor to fully understand your total financial situation and provide you with comprehensive and unbiased financial planning services and products to help you achieve all your financial goals.



Qualifications CRD# 2144263
FirmCRD# 104510
Series 7, 9, 10, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 10012 Commons Street,
Suite 108,
Lone Tree,
CO 
80124
Phone Number (303) 7994565

Joined Financial Engines in 2017. Began his career in the financial services industry in 1993. Successfully completed the Series 7, 9, 10, 63, and 66 examination(s) administered by FINRA. Earned the Certified Financial Planner TM (CFP) certification(s). Bachelor or Arts in Business Administration from Hanover College. Married to Wenda for 25 years. They have two children, Oliver and Mason and two dogs, Gomer and Earnest T. Phil enjoys bike riding, camping and trail motorcycle riding in his free time.

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 advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 3125223
FirmCRD# 421
Series 4, 7, 24, 63, 65

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 8400 E Prentice Ave.,
Suite 715,
Greenwood Village,
CO 
80111
Phone Number (303) 7933999

. Herb White is founder and president of Life Certain Wealth Strategies. He is a Certified Financial Planner™, a respected speaker and author with a B.A. in Economics and a Masters in Business Administration. Herb’s mission is to help clients build and maintain wealth and assist them in achieving their financial goals by using time tested strategies and providing objective financial guidance. Herb is committed to helping his clients understand their investment options and alternatives. With nearly 20 years of financial planning experience, Herb has been featured numerous times on Denver television stations KUSA (channel 9), KMGH (channel 7), KCNC (channel 4), and KDVR (channel FOX 31). His financial articles and quotes have appeared locally and nationally in publications including: Accounting Today, Denver Business Journal, National Underwriter, Northern Colorado Business Report, American Banker, 5280 Magazine, Advisor Today, Investment News and many others. Herb is a member of The Financial Planning Association, The National Association of Insurance and Financial Advisors and he has the professional designations Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Certified Financial Planner™ (CFP), and Series 4, 7, 24, 63, and 65 securities licenses. His personalized advisory services include: Comprehensive Financial Planning, Stock Option Exercise Planning, Pre and Post Retirement Income Distribution Planning and Risk Management Strategies. Securities and Investment Services offered through Woodbury Financial Services member FINRA, SIPC and a Registered Investment Advisor. Life Certain Wealth Strategies and Woodbury Financial Services are not affiliated entities.

About Life Certain Wealth Strategies

When your life savings are at stake, you need advice you can trust. You need a financial advisor who is objective; someone who is not paid more to sell you one product rather than another. You need a relationship with a firm that promises always to put your interest first, a firm with proven experience and the right credentials. Life Certain Wealth Strategies, LLC. offers you all this and much more.



Qualifications CRD# 5398190
FirmCRD# 6413
Series 7, 63

Compensation/Fee I am a fee-based financial professional, Based on Assets


Office Location 1700 Broadway,
Suite 500,
Denver,
CO 
80290
Phone Number (303) 8637112

Martin joined Brown and Company, Inc. in 2015 to help lead business development and client acquisition efforts. He is also actively involved with investment research and due diligence, chairing Brown and Company's Investment Committee. Not quite a Colorado native, Martin moved to Colorado in 1995 with his family, attending Kent Denver School. While in high school, he quickly grew to love the mountains, Colorado sunshine, and the Denver Broncos. Martin graduated with a Bachelor's degree from Georgetown University and an MBA from Yale School of Management. Working for Goldman Sachs in San Francisco after business school, Martin left the firm to return to Colorado in 2011. Martin and his wife Jessica live close to Denver with their two young children, Eleanor and Patrick. In his free time, Martin loves to run, ski and play ice hockey. Martin remains active in the Denver community, serving on the board of the Denver Botanic Gardens Endowment and the advisory board of Colorado Uplift

About Brown and Company

Brown and Company, Inc. is a nationally recognized, private wealth management firm specializing in comprehensive financial planning and independent investment advice. Focused on individual families, Brown and Company has been providing strategic financial guidance to help manage the wealth of unique clients just like you since 1988.