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Showing 1 - 12 of 14 results
ADVISORS ASSET MANAGEMENT, INC.
ADVISORS ASSET MANAGEMENT, INC.
Monument, Colorado
100-499 employees
Established in 1979, AAM has become a highly respected financial force providing complete portfolio solutions tailored to the individual needs of financial professionals. Our results-oriented advisor-centric service model and industry experience differentiates us from the competition by adding real value to your financial services business. For over 40 years, AAM has been a trusted resource for financial professionals. The firm offers access to alternatives, exchange-traded funds, the fixed income markets, managed accounts, mutual funds, structured products, and unit investment trusts. Advisors Asset Management, Inc. (AAM) is a SEC registered investment advisor and member FINRA/SIPC.
Retirement Benefits Rank
Top Benefits
RIOT PLATFORMS, INC.
RIOT PLATFORMS, INC.
Castle Rock, Colorado
500+ employees
World-class research doesn't make compromises, so BiOptix exists to make superior label-free detection technologies more accessible to researchers worldwide. BiOptix has developed a new class of analytical biosensor instrumentation utilizing a patented high-throughput label-free technology known as ESPR – Enhanced Surface Plasmon Resonance - which was developed by BiOptix in conjunction with Dr. John ‘Jan’ Hall, Professor Adjunct of Physics at the University of Colorado, who was awarded the Nobel Prize for Physics in 2005. Our flagship ESPR product is the 404pi, a groundbreaking SPR instrument providing scientists that require label-free, real-time detection of biomolecular interactions with an extremely high sensitivity, low noise instrument at a price point that is hundreds of thousands of dollars less than systems with equivalent performance. The 404pi concurrently offers industry-leading reliability, easy to use software for experimental design and instrument control, greater experimental flexibility, and far lower operating costs than competing instruments. BiOptix instrumentation allows researchers to study almost any biomolecular interaction in a label-free manner, including protein-protein interaction, protein-small molecule interaction, antibody-antigen interactions, and much more. Further applications include include kinetic rate determination, fragment screening, epitope mapping and affinity measurement. For more information, please visit our website at www.bioptix.com
Retirement Benefits Rank
Market Laggard
SUMMIT WEALTH GROUP
SUMMIT WEALTH GROUP
Colorado Springs, Colorado
50-99 employees
Summit Wealth Group is an independent wealth management firm whose vision was born out of a simple desire to enable clients to reach their fullest financial and personal potential. What is at the heart of Summit Wealth Group? Simply put, it is the individuals and families we proudly serve. It is about their hopes, dreams, and aspirations. It is about being at our best so our clients can be at their best. Our clients have significant goals, goals that are the real reason for investing and planning. By partnering with Summit Wealth Group, these goals come into focus through effective planning, as we custom-tailor financial strategies to help make these dreams a reality. This communication is strictly intended for individuals residing in the states ofAL,AR,AZ,CA,CO,DC,FL,GA,HI,IA,ID,IL,IN,KS,KY,LA,MD,MI,MN,MO,MS,MT,NC,ND,NE,NM,NV,NY,OH,OK,OR,PA,SC,SD,TN,TX,VA,WA,WI,WV,WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Please see our Terms of Use here:http://www.commonwealth.com/termsofuse.html. 13710 Struthers Road, Suite 115 | Colorado Springs, CO 80921 | 877.320.0379
Retirement Benefits Rank
Market Leading
EVEROAK WEALTH CO.
EVEROAK WEALTH CO.
Colorado Springs, Colorado
1-24 employees
Financial Planning, Asset Management, Corporate Asset Management, Retirement Plan Consulting, Business Exit Planning, Tax Strategy & Planning Certain individuals associated with EverOak Wealth Co. are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. (“Securian”), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with EverOak Wealth Co. are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205. EverOak Wealth Co. is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.
Retirement Benefits Rank
Market Leading
THE COMPASS WEALTH GROUP, LLC
THE COMPASS WEALTH GROUP, LLC
Colorado Springs, Colorado
1-24 employees
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
Retirement Benefits Rank
Market Leading
I.C.C. SALES CORP.
I.C.C. SALES CORP.
Castle Rock, Colorado
1-24 employees
For more than 35 years ICC Sales Corporation has been one of the world’s largest premier wholesalers of designer skincare, cosmetics, and beauty products — supplying name-brand lines to retailers and online sellers across the globe. In addition, we carry a very large selection in both designer and mass brand closeouts and opportunity buys. We offer excellent customer service and efficient shipping with no markups or hidden fees.
Retirement Benefits Rank
Market Laggard
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INTERVEST INTERNATIONAL, INC.
INTERVEST INTERNATIONAL, INC.
Colorado Springs, Colorado
1-24 employees
INTERVEST INTERNATIONAL, INC. is an SEC- Registered Investment Advisor that offers advisors an open-architecture platform for asset management and financial planning. We provide access to a variety of third-party money managers and the infrastructure to operate a successful fee-based management practice. INTERVEST INTERNATIONAL EQUITIES CORP. is a retail broker/dealer firm structured to be the most competitive and adaptive platform for your securities, insurance, and alternative investment business. Securities trades can be processed through our trade desk or our online trading platform. We have selling agreements with hundreds of mutual funds, annuities, and insurance companies and are committed to providing the investment products that are key to your business model and clientele. INTERVEST INTERNATIONAL has been providing personalized and responsive service to financial professionals and organizations since 1980. Founded in Europe to provide financial planning services to U.S. military and civilians living in Europe, our headquarters moved to Colorado Springs in 1990. We now serve a growing and diverse group of financial planning and investment professionals in Europe and the U.S. OUR MISSION is to profitably create the environment (products, services, and delivery systems) and structure (personnel and support) needed by financial service professionals to compete and thrive in an ever-changing marketplace. Disclosure: Clicking the Like button is not a testimonial or endorsement of Intervest or any of its Adviser Representatives. "Like" is not meant in the traditional sense. Visitor posts must refrain from recommending investment advisory services or providing testimonials, since they are strictly prohibited by securities regulators. Please note that we must delete such posts since this is a regulatory requirement. Questions about specific investments cannot be answered here. If you wish to convey an opinion to us, please send us a private message.
Retirement Benefits Rank
Market Laggard
INTERGY PRIVATE WEALTH
INTERGY PRIVATE WEALTH
Colorado Springs, Colorado
1-24 employees
Intergy Private Wealth was founded in 2021 by Mark Perrault, CFP®, RICP®, MBA, and Charlie Dunn, CFP®, RICP®, whose partnership began formally in 2016. At the launch of our firm, Mark and Charlie were joined by a third advisor, Geoffrey Thomas Schaefer, CFP®, and five experienced professionals. Together, our advisors have over 30 years of experience in financial planning, and our client service/support team have more than 50 years of experience. Along with our intuition of our experience and acumen, we provide the energy and enthusiasm of our youth. With careers of 20-to-30 years still ahead of us, we intend to grow alongside our clients, nurturing their relationships as we help them prepare for retirement, business succession, and wealth transfer to the next generation. Our clients include business owners, physicians, technology professionals, family foundations, as well as retirees. A common thread among all our clients is their desire to improve the financial decisions that impact their lives and families, and in the case of foundations, their mission. The advice we offer is objective, and we support our actions with transparency and accountability. We achieve this through our independence and employee-ownership. And although we are independent, we are not alone. Intergy Private Wealth is part of the Dynasty Financial Partners network, which provides us access to a full array of capital markets and investment banking capabilities, as well as a vast range of investment research and consulting, advanced technology and proprietary analytical tools, and an online research center – robust resources we employ to benefit our clients.
Retirement Benefits Rank
Market Leading
BENJAMIN HARVEY FINANCIAL SERVICES
BENJAMIN HARVEY FINANCIAL SERVICES
Colorado Springs, Colorado
1-24 employees
Northwestern Mutual is here for what’s most important—helping families and businesses achieve financial security for over 160 years. Through a distinctive big-picture approach, including both insurance and investments, we’re helping people navigate life and guide them to their goals today, and in the days to come. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. With $265.0 billion in assets, $28.1 billion in revenues, and more than $1.8 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.5 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $125 billion of client assets as a part of its wealth management company and investment services. We are strong supporters of our financial workforce nationwide as well as our home office professionals in Milwaukee, WI. We’re continuing to grow, and we believe diversity makes us stronger as we help shape the future of financial security. Help us get to know you by applying for open positions here: https://jobs.northwesternmutual.com/ Financial representatives and interns are independent contractors and not employees of Northwestern Mutual. https://www.northwesternmutual.com/social-media-guidelines
Retirement Benefits Rank
Market Competitive
ALL PRO CAPITAL, LLC
ALL PRO CAPITAL, LLC
Colorado Springs, Colorado
1-24 employees
Providing thoroughly researched real estate investment options.
Retirement Benefits Rank
Market Competitive
BONFIRE FINANCIAL, LLC
BONFIRE FINANCIAL, LLC
Colorado Springs, Colorado
1-24 employees
We believe life is meant to be enjoyed and is best lived by spending time with family and friends. Some of our best memories have been spent around the fire with those closest to us. Our purpose is to help you enjoy and celebrate more of those moments. Bonfire Financial is an Independent Fee-Only RIA & CFP® located in Colorado Springs, CO Financing planning for all of life’s adventures Stoke the Fire, Celebrate the Results 🔥🔥🔥
Retirement Benefits Rank
Top Benefits
BETA FINANCIAL PARTNERS
BETA FINANCIAL PARTNERS
Colorado Springs, Colorado
1-24 employees
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
Retirement Benefits Rank
Below Market