Financial ADVSR advisor directory · SEC adviser records
Everoak Wealth Co. financial advisors in Colorado Springs, CO
Every SEC-registered investment adviser representative at a Everoak Wealth Co. office in Colorado Springs, A to Z.
The short answer
6 registered advisors work at Everoak Wealth Co. in Colorado Springs, out of 6 at the firm nationwide; it ranks number 29 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Everoak Wealth Co. advisors in Colorado Springs, A to Z
Every Everoak Wealth Co. advisor →- Alexander W. LippertChartered Financial Analyst
- Matthew MachaCertified Financial Planner
- Joshua D. SchneiderInvestment adviser rep
- Silas StowellInvestment adviser rep
- Randy J. WardCertified Financial Planner
- Timothy S. WatsonCertified Financial Planner
Everoak Wealth Co. advisors in every city and state →Everoak Wealth Co.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Colorado Springs
All Colorado Springs advisors →T. Rowe Price Advisory Services, Inc. 173LPL Financial LLC 49Edward Jones 48Strategic Advisers LLC 38Morgan Stanley 34Raymond James Financial Services Advisors, Inc. 33T. Rowe Price Associates, Inc. 33Cetera Investment Advisers LLC 23J.P. Morgan Securities LLC 22Summit Wealth Group 22Ausdal Financial Partners, Inc. 18Merrill Lynch, Pierce, Fenner & Smith Incorporated 18
Questions
How many financial advisors does Everoak Wealth Co. have in Colorado Springs?
6 investment adviser representatives are registered at Everoak Wealth Co. offices in Colorado Springs, Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Everoak Wealth Co. one of the largest advisor employers in Colorado Springs?
Everoak Wealth Co. ranks number 29 in Colorado Springs by registered advisors; T. Rowe Price Advisory Services, Inc. has the most, with 173.
How do I check a Everoak Wealth Co. advisor in Colorado Springs?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Everoak Wealth Co. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.