Financial ADVSR advisor directory · SEC adviser records
Petra Financial Advisors Inc. financial advisors in Colorado Springs, CO
Every SEC-registered investment adviser representative at a Petra Financial Advisors Inc. office in Colorado Springs, A to Z.
The short answer
7 registered advisors work at Petra Financial Advisors Inc. in Colorado Springs, out of 7 at the firm nationwide; it ranks number 29 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.
Petra Financial Advisors Inc. advisors in Colorado Springs, A to Z
Every Petra Financial Advisors Inc. advisor →- Jonathan S. ForbesCertified Financial Planner
- Jennifer K. HernandezCertified Financial Planner
- Kyle W. HouseholderInvestment adviser rep
- Crystal F. KarstensInvestment adviser rep
- Lisa A. MalickCertified Financial Planner
- John P. PfaffmannCertified Financial Planner
- Shannon J. RossInvestment adviser rep
Petra Financial Advisors Inc. advisors in every city and state →Petra Financial Advisors Inc.: 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 Petra Financial Advisors Inc. have in Colorado Springs?
7 investment adviser representatives are registered at Petra Financial Advisors Inc. offices in Colorado Springs, Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Is Petra Financial Advisors Inc. one of the largest advisor employers in Colorado Springs?
Petra Financial Advisors Inc. 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 Petra Financial Advisors Inc. 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 Petra Financial Advisors Inc. 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.