Courtney Mimmo (CRD# 7612792) is an Investment Advisor Representative working at Corundum Group, Inc. in Colorado Springs, CO and has 1 year of experience in the finance industry.
CRD# 6403098
Rfg Advisory, LLC
CRD# 2202065
Adelmann Financial, Inc.
CRD# 6728761
T. Rowe Price Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Corundum Group, Inc. | Colorado Springs, CO | Apr 2022 - Current | 2 |
| Central Bancorp | Colorado Springs, CO | May 2018 - Dec 2022 | 4 |
| Made Agency | Boulder, CO | Feb 2016 - Mar 2018 | 2 |
| Clip Interactive | Boulder, CO | Dec 2013 - Feb 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
- CO
- TX
-
Total Assets Under Management1,408MILLIONS
-
Total Number of Accounts427ACCOUNTS
-
Average Account Value$3,296,844
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
CO, FL, TX
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