Kevin Sanderford, financial advisor Montrose CO

Kevin Sanderford

CRD Number: 1708804
Current Firm: Cimarron Wealth Management, Inc.

Kevin Sanderford (CRD# 1708804) is an Investment Advisor Representative working at Cimarron Wealth Management, Inc. in Montrose, CO and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
Cimarron Wealth Management (f/k/a Colorado West Investments) Montrose, CO Jun 2019 - Current 4
Cimarron Wealth Management (f/k/a Colorado West Investments) Montrose, CO Oct 2005 - Current 18
Lpl Financial LLC Montrose, CO Jul 2005 - Current 18
Kevin Sanderford Insurance Montrose, CO Apr 1996 - Current 28
Strategic Wealth Advisors Group Montrose, CO Apr 2015 - Oct 2019 4
Lpl Financial LLC Montrose, CO Jan 2012 - Jan 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1987
S66 NASAA Uniform Combined State Law Examination Jun 2010
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Kevin S. Sanderford
Phone Number: 970-249-9882
Registered State(s):
  • CO
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    205
    MILLIONS
  • Total Number of Accounts
    986
    ACCOUNTS
  • Average Account Value
    $207,526
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CO, FL, LA, TN, TX

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