Izabela Betlinska (CRD# 7726779) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has 1 year of experience in the finance industry.
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
CRD# 1473328
Brookstone Capital Management LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Summit Global Investments | Lakewood, CO | Nov 2023 - Current | < 1 |
Netlaw | Louisville, KY | Mar 2022 - Current | 2 |
Vasa Fitness | Englewood, CO | Mar 2020 - Current | 4 |
Professional Interpreting Services | Denver, CO | Jan 2019 - Current | 5 |
City Of Lakewood Recreation Department, Lakewood, Co | Lakewood, CO | Jul 2016 - Current | 7 |
Izabela Designs | Lakewood, CO | May 2005 - Current | 19 |
Transamerica Financial Advisors, Inc. | Greenwood Village, CO | Apr 2023 - Nov 2023 | < 1 |
World Financial Group, Inc. | Greenwood Village, CO | Mar 2021 - Nov 2023 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- CO
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Total Assets Under Management2,029MILLIONS
-
Total Number of Accounts6,110ACCOUNTS
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Average Account Value$332,062
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AL, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, LA, MA, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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