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Financial ADVSR advisor directory · SEC adviser records

Planwiser Financial financial advisors in Colorado Springs, CO

Every SEC-registered investment adviser representative at a Planwiser Financial office in Colorado Springs, A to Z.

The short answer

2 registered advisors work at Planwiser Financial in Colorado Springs, out of 3 at the firm nationwide; it ranks number 57 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Planwiser Financial advisors in Colorado Springs, A to Z

Every Planwiser Financial advisor →

Planwiser Financial advisors in every city and state →Planwiser Financial: assets, clients and custodians →Advisor Moves: who changed firms this week →

Planwiser Financial advisors in other cities

Greenbrier, AR 1

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 Planwiser Financial have in Colorado Springs?

2 investment adviser representatives are registered at Planwiser Financial offices in Colorado Springs, Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Planwiser Financial one of the largest advisor employers in Colorado Springs?

Planwiser Financial ranks number 57 in Colorado Springs by registered advisors; T. Rowe Price Advisory Services, Inc. has the most, with 173.

How do I check a Planwiser Financial 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 Planwiser Financial 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.