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Financial ADVSR advisor directory · SEC adviser records

Intentional Wealth Strategies financial advisors in Colorado

Every SEC-registered investment adviser representative at a Intentional Wealth Strategies office in Colorado, by city and A to Z.

The short answer

3 registered advisors work at Intentional Wealth Strategies in Colorado, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Colorado Springs (3). 2 list the CFP designation and 0 are also registered broker representatives.

Intentional Wealth Strategies advisors by city in Colorado

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Colorado Springs 3

Intentional Wealth Strategies advisors in Colorado, A to Z

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Questions

How many Intentional Wealth Strategies financial advisors are in Colorado?

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

Where in Colorado does Intentional Wealth Strategies have the most advisors?

Colorado Springs, with 3. Intentional Wealth Strategies has advisors in 1 city in Colorado.

How do I check a Intentional Wealth Strategies advisor in Colorado?

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.