Destiny Capital | Financial Advisor in Golden ,CO

13922 Denver West Parkway
Suite 150
Golden, CO 80401
Phone: (303) 277-9977

Managing Wealth for Generations


Video

https://www.youtube.com/watch?v=pu0YY6A-fTM

About

We help families and entrepreneurs navigate through life to bring
them the freedom to choose. As a professional team of experts, we
specialize in translating your expressed needs into a
comprehensive plan that includes risk management, asset
management, and tax and estate planning. We strive to be a
company this is courageously committed to caring for and about
people.

5 Years of Experience



General Information
Firm Start Year:   1977
No.of Employees:   10-19
Name of Broker/Dealer:   Destiny Capital Securities Corporation
Name of Custodial Firm:   Pershing LLC
States Licensed in:   CO, ID, MN, TX
Number of Years with Current Firm:   5
I work with the following types of clients:   Individual Investors , Businesses


Services
Investment Types:   Insurance , Annuities , Stocks , Mutual Funds , Bonds , Alternative Investments , Exchange Traded Funds (ETFs) , Mortgages & Real Estate , Socially Responsible Investments (SRI)


Qualifications & Memberships
Insurance and Annuity Licenses:   Health , Life , Variable Annuity , Variable Life , Disability


Firm Information
Assets Managed by Firm:   $220,000,000


Compliance
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   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:   $250,000
Compensation Methods:   Flat Fee , Based on Assets


Education
Bachelor of Arts - Economics and Political Science  University of Colorado
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Masters - Public Policy  University of Denver
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FAQs

  • Do you have a customer satisfaction or refund policy? Yes, we offer a prorated refund of fees if the engagement is terminated.
  • Do you have a customer satisfaction or refund policy? Yes, we offer a prorated refund of fees if the engagement is terminated.
  • What are your qualifications? What is your education background? Jarrodís credentials include the General Securities Representative (Series 7), Uniform Combined Registered Investment Advisor (Series 66), a BA in economics and political science from the University of Colorado, and a masterís degree in public policy from the University of Denver. He is currently studying for the Certified Financial Planner (CFP) designation.
  • What is your approach to financial planning? Our process begins with a conversation between you and the Destiny Capital team. Over a series of three meetings, we spend the time to truly understand you, your goals and your aspirations. We then present you with our recommendations on the best way to move forward in all areas of your financial life.
  • What is your approach to financial planning? Our process begins with a conversation between you and the Destiny Capital team. Over a series of three meetings, we spend the time to truly understand you, your goals and your aspirations. We then present you with our recommendations on the best way to move forward in all areas of your financial life.
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Jarrod Musick

Jarrod Musick

Biography


Jarrod works with individuals, families, and business owners on all areas of financial planning and management and is passionate about helping clients find their personal path forward financially. Our mission at Destiny Capital is Managing Family Wealth for Generations and with Jarrod here, the firmís management is now multi-generational as well. Jarrod is also a member of the Destiny Capital Investment Committee and brings his background in public policy analysis to the process of managing client capital. Prior to joining Destiny Capital, Jarrod worked as a senior legislative auditor with the State of Colorado, providing strategic and financial evaluations of public agencies, departments, and programs to the State General Assembly.

My Services


Financial Advice & Consulting

Our process begins with a conversation between you and the Destiny Capital team. Over a series of three meetings, we spend the time to truly understand you, your goals and your aspirations. We then present you with our recommendations on the best way to move forward in all areas of your financial life.

My Team


Amy joined the team in March of 2016. She was brought on as an experienced advisor to work with existing clients as well as help Destiny Capital grow. Amy uses a comprehensive approach to help her clients accomplish their financial goals.


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