Timothy Balfe, financial advisor Greenwood Village CO
90 score

Timothy Balfe

CRD Number: 5978858
Current Firm: Aveo Capital Partners, LLC

Timothy Balfe (CRD# 5978858) is an Investment Advisor Representative working at Aveo Capital Partners, LLC in Greenwood Village, CO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Aveo Capital Partners, LLC Greenwood Village, CO Oct 2015 - Current 1
Park Avenue Securities Greenwood Village, CO Oct 2011 - Oct 2015 4
Guardian Life Insurance Company Greenwood Village, CO Jul 2011 - Oct 2015 4
Unemployed Centennial, CO Dec 2010 - Jul 2011 < 1
Firebreak Spray System Hood River, OR Jun 2008 - Nov 2010 2
Intuitive Captive Solutions Centennial, CO Feb 2007 - May 2008 1
Jrw Enterprises Centennial, CO Dec 2005 - Jan 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2012
Contact Info for Timothy B. Balfe
Phone Number: (303) 552-0945
Firm Website: http://www.lwp-llc.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • 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


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This advisor has a clean track record with regulators.

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