Colin Denker (CRD# 6473115) is an Investment Advisor Representative working at Tandem Wealth Advisors in Phoenix, AZ and has over 9 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tandem Wealth Advisors LLC | Scottsdale, AZ | Mar 2015 - Current | 9 |
| Tandem Wealth Advisors LLC | Phoenix, AZ | Jun 2014 - Current | 9 |
| The Wrap LLC | Phoenix, AZ | Sep 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2015 |
- AZ
- TX
- WA
-
Total Assets Under Management197MILLIONS
-
Total Number of Accounts657ACCOUNTS
-
Average Account Value$299,238
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, FL, NH, NY, OH, OR, PA, TN, TX, WA
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