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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
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.
Loveland
has
4
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
33
non-vetted advisors in your local area. These financial advisors in
Loveland, Colorado
have an average of
17
years of experience.
NOTE: The list of financial
advisors in
Loveland, 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
Loveland, Colorado.
| Qualified Financial Advisors in Loveland, Colorado | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| 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 |
| Adam J. Strickman
CFP®, CRPC®, APMA® ETHOS FINANCIAL PARTNERS 9351 Grant St., Suite 300, Thornton, CO 80229 |
20 | Not Specified | Not Specified | Fee-Only |
| Personal Capital
PERSONAL CAPITAL 1099 18th Street, Suite 2400, Denver, CO 80222 |
11 | $22,400,000,000 | $100,000 | Fee-Based |
| Allworth Financial
ALLWORTH FINANCIAL 8055 East Tufts Avenue Suite 1310, Denver, CO 80237 |
Not Disclosed | $10,000,000,000 | Not Specified | Fee-Based |
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
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# 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.
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
Firm CRD# 155172
Compensation/Fee Fee-Based
Office Location
1099 18th Street,
Suite 2400,
Denver,
CO
80222
Phone Number
650-556-1310
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:
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
Firm CRD# 111167
Compensation/Fee Fee-Based
Office Location
8055 East Tufts Avenue Suite 1310,
Denver,
CO
80237
Phone Number
888-242-6766
Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.
Advisory Services Provided:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts
Top Financial Advisor Firms in Loveland, Colorado (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| KEYSTONE FINANCIAL SERVICES
4090 Clydesdale Pkwy , Suite 201, Loveland, CO 80538 |
$218,646,355 | 236 |
A percentage of AUM Hourly charges Fixed fees |
| VITAL INVESTMENT MANAGEMENT LLC
4045 St. Cloud Drive , Suite 220, Loveland, CO 80538 |
$156,341,725 | 477 |
A percentage of AUM Hourly charges Fixed fees Other (MONTHLY RECURRING FINANCIAL PLANNING SERVICES FEE) |
| GROWSTRONG WEALTH STRATEGIES
1635 Foxtrail Drive, Loveland, CO 80538 |
$60,100,000 | 365 |
A percentage of AUM Hourly charges Fixed fees Other (SOLICITOR FEES) |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Adam Goble Inquire with Adam |
6125 Sky Pond Drive, Loveland, CO 80538 | 970-776-5512 |
| Morgan Stanley Financial Advisors Inquire with Morgan |
6125 Sky Pond Drive, Loveland, CO 80538 | 970-776-5501 |
| Retirement Planning Center of the Rockies Inquire with Retirement |
750 W Eisenhower Blvd, Suite 300, Loveland, CO 80537 | 970-663-3211 |
| Sara Hemmings Inquire with Sara |
6125 Sky Pond Drive, Loveland, CO 80538 | 970-776-5506 |
| G Bruce Hemmings Inquire with G |
6125 Sky Pond Drive, Loveland, CO 80538 | 970-776-5514 |
| Gary H Perl Inquire with Gary |
6125 Sky Pond Drive, Loveland, CO 80538 | 970-776-5507 |
| Gary W Edgar Inquire with Gary |
6125 Sky Pond Drive, Loveland, CO 80538 | 970-776-5513 |
| Fred Spoliansky Inquire with Fred |
6125 Sky Pond Drive, Loveland, CO 80538 | 970-776-5517 |
| THE PERL GROUP Inquire with PERL |
6125 Sky Pond Drive, Loveland, CO 80538 | 970-776-5507 |
| Robert Johnson Inquire with Robert |
6125 Sky Pond Drive, Loveland, CO 80538 | 970-776-5521 |
Grow your AUM with pre-qualified leads!
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