Financial ADVSR advisor directory · SEC adviser records
Intentional Wealth Strategies financial advisors in Colorado Springs, CO
Every SEC-registered investment adviser representative at a Intentional Wealth Strategies office in Colorado Springs, A to Z.
The short answer
3 registered advisors work at Intentional Wealth Strategies in Colorado Springs, out of 3 at the firm nationwide; it ranks number 55 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Intentional Wealth Strategies advisors in Colorado Springs, A to Z
Every Intentional Wealth Strategies advisor →- Richard L. CarrollCertified Financial Planner
- Christopher D. LongCertified Financial Planner, Chartered Financial Analyst
- Blake P. LuehlfingInvestment adviser rep
Intentional Wealth Strategies advisors in every city and state →Intentional Wealth Strategies: 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. 173Edward Jones 48LPL Financial LLC 48Strategic Advisers LLC 34Raymond James Financial Services Advisors, Inc. 33T. Rowe Price Associates, Inc. 33Morgan Stanley 31Summit Wealth Group 26Cetera Investment Advisers LLC 25J.P. Morgan Securities LLC 22Merrill Lynch, Pierce, Fenner & Smith Incorporated 18Raymond James & Associates, Inc. 18
Questions
How many financial advisors does Intentional Wealth Strategies have in Colorado Springs?
3 investment adviser representatives are registered at Intentional Wealth Strategies offices in Colorado Springs, Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Intentional Wealth Strategies one of the largest advisor employers in Colorado Springs?
Intentional Wealth Strategies ranks number 55 in Colorado Springs by registered advisors; T. Rowe Price Advisory Services, Inc. has the most, with 173.
How do I check a Intentional Wealth Strategies 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 Intentional Wealth Strategies 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.