Financial ADVSR advisor directory · SEC adviser records
Intentional Wealth Strategies financial advisors
Every SEC-registered investment adviser representative at Intentional Wealth Strategies, by the state and city of the office they work from.
The short answer
3 registered advisors work at Intentional Wealth Strategies, in 1 state and 1 city; the most are in Colorado Springs, CO (3). 2 list the CFP designation and 0 are also registered broker representatives.
Search every Intentional Wealth Strategies advisor by name →Who joined and left Intentional Wealth Strategies →Intentional Wealth Strategies: assets, clients and custodians →
Cities with the most Intentional Wealth Strategies advisors
Intentional Wealth Strategies advisors by state
Questions
How many financial advisors does Intentional Wealth Strategies have?
3 investment adviser representatives are registered with Intentional Wealth Strategies, according to the SEC's Investment Adviser Public Disclosure records, in 1 state and 1 cities. 2 list the CFP designation and 0 are also registered as broker representatives.
Where does Intentional Wealth Strategies have the most advisors?
Colorado Springs, CO, with 3 registered advisors. By state, Colorado has the most, with 3.
How do I find a Intentional Wealth Strategies financial advisor near me?
Pick your state below, then your city, to see every Intentional Wealth Strategies advisor registered at an office there. Each one 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. An advisor registered at Intentional Wealth Strategies offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →