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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Lyons, CO

Every SEC-registered investment adviser representative at a firm office in Lyons, with the firms that employ the most of them.

4 registered advisors work in Lyons; the most are at Sankala Group LLC (3). 0 list the CFP designation and 0 are also registered broker representatives.

Firms with the most advisors in Lyons

FirmAdvisors in Lyons
Sankala Group LLC3
Core Wealth Partners LLC1

Advisors in Lyons, A to Z

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Other cities in Colorado

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Denver 2,523Greenwood Village 1,942Colorado Springs 945Lone Tree 746Boulder 436Littleton 302Fort Collins 299Lakewood 288Centennial 255Englewood 228Aurora 174Highlands Ranch 152Parker 141Loveland 133Broomfield 118Golden 117Westminster 111Castle Rock 103Grand Junction 100Arvada 85Louisville 77Durango 75Greeley 70Longmont 65

Questions

How many financial advisors are in Lyons, CO?

4 investment adviser representatives are registered at firm offices in Lyons, Colorado, according to the SEC's Investment Adviser Public Disclosure records. 0 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Lyons?

Sankala Group LLC, with 3 registered advisors in Lyons, followed by Core Wealth Partners LLC with 1.

How do I check a financial advisor in Lyons?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.