John Gutierrez, financial advisor Berthoud CO

John Gutierrez

CRD Number: 3050071
Current 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

303-250-2430

[email protected]

 

Indelible Wealth Group ® is a Registered Investment Advisor (RIA) in Colorado, California, & Texas, serving clients on a national basis.

CONTACT
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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
Contact Info for John J. Gutierrez
Phone Number: (970) 532-5842
Registered State(s):
  • CA
  • CO
By the Numbers
  • Total Assets Under Management
    120
    MILLIONS
  • Total Number of Accounts
    412
    ACCOUNTS
  • Average Account Value
    $292,139
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Firm Disclaimer:

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. 

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