John Gutierrez
CRD Number: 3050071Current Firm: Indelible Wealth Group
Compensation Model: Fee Only
John Gutierrez (CRD# 3050071) is an Independent Financial Advisor working at Indelible Wealth Group LLC, in Colorado and has over 24 years of experience in the finance industry.
Contact information
Indelible Wealth Group ® is a Registered Investment Advisor (RIA) in Colorado, California, & Texas, serving clients on a national basis.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Indelible Wealth Group | Parker, CO | Aug 2019 - Current | 4 |
Schwab Private Client Investment Advisory, Inc. | Lone Tree, CO | Sep 2009 - Aug 2019 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 1998 |
S66 | NASAA Uniform Combined State Law Examination | Nov 2005 |
- CA
- CO
-
Total Assets Under Management120MILLIONS
-
Total Number of Accounts412ACCOUNTS
-
Average Account Value$292,139
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CO, TX
Advisory and financial planning services offered through Indelible Wealth Group, a Registered Investment Adviser. Indelible Wealth Group outgoing and incoming e-mails are electronically archived and subject to review and/or disclosure to someone other than the recipient. We cannot accept requests for securities transactions or other similar instructions through e-mail. We cannot ensure the security of information e-mailed over the Internet, so you should be careful when transmitting confidential information such as account numbers and security holdings. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to this message and deleting it from your computer.
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.