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Showing 1 - 12 of 44 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
AMG NATIONAL CORP
AMG NATIONAL CORP
Greenwood Village, Colorado
100-499 employees
AMG National Trust (AMG) is a privately-held wealth management firm headquartered in Denver, Colorado. With more than 45 years of wealth management expertise, AMG has helped individuals and families, corporate executives, business owners and institutions develop strategies for long-term financial success. We provide integrated financial planning, investment management, access to private capital, tax preparation, trust administration, charitable giving, retirement plan administration, and banking services. AMG serves over 1,200 clients across the U.S. from 8 offices.
Retirement Benefits Rank
Market Competitive
ET INVESTMENTS, LLC
ET INVESTMENTS, LLC
Parker, Colorado
100-499 employees
Investing in local, community based title insurance agencies across the West. Holdings include agencies in Arizona, Colorado, Idaho, Nevada, Montana, Texas, and Wyoming. We're changing quickly in an industry that is overdue for our passion for sales, settlement, and service.
Retirement Benefits Rank
Market Laggard
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
GENEOS WEALTH MANAGEMENT, INC.
GENEOS WEALTH MANAGEMENT, INC.
Centennial, Colorado
25-49 employees
Geneos Wealth Management Inc is a Financial Services company located in Centennial, CO. Geneos is an independent broker/dealer with over 250 financial advisors providing financial services, planning and advice across the country.
Retirement Benefits Rank
Market Leading
CONSOLIDATED INVESTMENT GROUP, LLC
CONSOLIDATED INVESTMENT GROUP, LLC
Englewood, Colorado
50-99 employees
Consolidated Investment Group, an entrpreneurial investment management company specializing in private equity, capital markets, real estate, and philanthropy. CIG's mission is to preserve and grow our shareholders’ capital for current and future generations and support their philanthropic endeavors. We accomplish this through innovative processes and our results-oriented team. We are committed to an environment founded on high ethical standards that puts its people first, fosters collaboration, and inspires dedication.
Retirement Benefits Rank
Market Laggard
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SCHAEFER FINANCIAL MANAGEMENT
SCHAEFER FINANCIAL MANAGEMENT
Centennial, Colorado
1-24 employees
Schaefer Financial Management (SFM) was founded in 1987 as a privately owned, independent investment advisory firm. Our firm was built on the belief that clients are best served by working with a firm that maintains complete objectivity and focuses exclusively on your best interests. We work entirely on a "fee-only" basis to minimize any compensation-related conflicts of interest that would impair the advice we provide. SFM maintains no affiliation to any other firm or product provider and receives no indirect compensation. As your wealth management partner, our mission is to bring you and your financial goals together. We’re here to guide you on your financial journey with a customized plan that works for you. Our personalized service will get you where you want to go with direct and achievable advice. We take the time, we build the trust, and we bring the pieces of your financial picture together as your wealth management planning partners.
Retirement Benefits Rank
Top Benefits
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
PROSPERION FINANCIAL ADVISORS
PROSPERION FINANCIAL ADVISORS
Greenwood Village, Colorado
1-24 employees
The financial professionals at Prosperion Financial Advisors offers a unique and reliable approach to financial advice. Before we discuss your finances we want to learn more about you - discover your passions and ambitions. Our experienced professionals offer more than quality advice; they develop a clear strategy best tailored to your individual and personal needs - one that faces your top worries head-on. From retirement income planning to wealth management we aim to instill clarity, confidence and capability into your financial future. At Prosperion we care beyond advice. __________________________________________________________ The LPL Financially Registered Representatives associated with Prosperion Financial Advisors and this Linkedin page may discuss and/or transact securities business only with residents of the states in which they are registered. For a list of states that they are registered to conduct business in, please visit - www.proserion.us. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Securities and advisory services offered through LPL Financial a Registered Investment Advisor. Member SIPC www.sipc.com
Retirement Benefits Rank
Market Leading
THE LEADERS GROUP, INC.
THE LEADERS GROUP, INC.
Littleton, Colorado
25-49 employees
The Leaders Group is a national, independent broker-dealer servicing wholesale organizations, insurance producers, and financial professionals for over 25 years. The Leaders Group, Inc. is proud to be a Simplicity Company office (www.simplicitygroup.com). The Leaders Group’s mission is to provide extraordinary service, expertise, and flexibility to our financial professionals, wholesale organizations, and industry partners. We envision an industry where the complexities of doing business are simplified, and relationships are developed and aligned to deliver the highest level of service to clients. Member FINRA/SIPC
Retirement Benefits Rank
Top Benefits
STORDAHL CAPITAL MANAGEMENT
STORDAHL CAPITAL MANAGEMENT
Greenwood Village, Colorado
1-24 employees
Stordahl Capital Management is an independent, fee-only advisory firm providing personalized financial planning in the Denver area and nationwide. Based in Greenwood Village, Colorado, we are a fiduciary Registered Investment Advisor specializing in one thing only—retirement. We work with people who are nearing retirement or who have already retired and want to make sure they are making good choices about their wealth. We comprehensively address each client’s goals and needs, building a financial plan that incorporates cash flow, distributions, investments, taxes, Social Security, health care, travel, charity, and more. We call our approach life-centered planning since it is based on helping clients make the most of the only life they have. Our financial advisors serve as our clients’ advocates, applying their experience and expertise, including the CPA, CFA®, and CFP® credentials, so our clients can feel confident they are on track. We offer a high-touch, tailored engagement process to help ensure that financial strategies adapt to the changes in our clients’ lives, and we utilize a low-cost, evidence-based investment philosophy that serves as the engine driving the goals in each client’s financial plan. Stordahl Capital Management is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Stordahl Capital Management and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Stordahl Capital Management unless a client service agreement is in place. While our firm appreciates your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm on LinkedIn is forbidden under current securities laws.
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