Jeffrey Engelman, financial advisor Englewood CO

Jeffrey Engelman

CRD Number: 4338185
Current Firm: Integrated Wealth Concepts LLC
Compensation Model: Fee Only

Jeff Engelman, CFP® is an independent financial planner committed to helping his clients pursue long-term financial success.  In September 2000, Jeff entered the investment industry by participating in a full time college internship program with Highland Financial Group, Inc.  He graduated from the University of Nebraska at Kearney with a Bachelor of Science degree in Business Administration with an emphasis in Finance in May 2001.  In addition to his education and experience, Mr. Engelman currently holds the CERTIFIED CERTIFIED FINANCIAL PLANNER™ designation.

 

Born and raised in Diller, Nebraska, Mr. Engelman learned the Midwestern values of hard work, responsibility and integrity.  He now resides in Denver, Colorado with his wife three children.  Outside of work Jeff enjoys spending time with his family and friends as well as watching sporting events.  The Engelman's are members of Good Shepherd Catholic Church.

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Professional Designations
Company Name Location Dates Years
Integrated Wealth Concepts LLC Waltham, MA May 2023 - Current < 1
Prism Financial Strategies, LLC Denver, CO Aug 2017 - Current 6
Highland Financial Group Denver, CO Apr 2013 - Dec 2022 9
Vision Brokerage Services Denver, CO May 2013 - Aug 2017 4
Vision Investment Advisors, LLC Denver, CO Apr 2013 - Aug 2017 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2001
S65 NASAA Investment Advisors Law Examination Apr 2003
Contact Info for Jeffrey G. Engelman
By the Numbers
  • Total Assets Under Management
    7,466
    MILLIONS
  • Total Number of Accounts
    17,089
    ACCOUNTS
  • Average Account Value
    $436,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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