A & I Financial Services, LLC

A & I Financial Services, LLC (CRD# 148357) is a financial advisory firm headquartered in Englewood, CO. They manage $207,659,372 in 1,473 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    208
    MILLION
  • Total Number of Accounts
    1,473
    ACCOUNTS
  • Average Account Value
    $140,977
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, FL, NE, TX

Financial Advisors at A & I Financial Services, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Judson E. Cass
CRD#: 4366653
9800 Mt. Pyramid Court, #450, Englewood, CO 80112
96
Wealthminder
score

Judson Cass (CRD# 4366653) is an Investment Advisor Representative working at A & I Financial Services, LLC in Englewood, CO and has over 16 years of experience in the finance industry. Judson Cass has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Peter F. Lengsfeld
CRD#: 2602766
9800 Mt. Pyramid Court, #450, Englewood, CO 80112
96
Wealthminder
score

Peter Lengsfeld (CRD# 2602766) is an Investment Advisor Representative working at A & I Financial Services, LLC in Englewood, CO and has over 23 years of experience in the finance industry. Peter Lengsfeld has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Marla A. Mason
CRD#: 4663035
9800 Mt. Pyramid Court, #450, Englewood, CO 80112
96
Wealthminder
score

Marla Mason (CRD# 4663035) is an Investment Advisor Representative working at A & I Financial Services, LLC in Englewood, CO and has over 14 years of experience in the finance industry. Marla Mason has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Robert S. Eberhardt
CRD#: 4758777
9800 Mt. Pyramid Court Suite 450, Englewood, CO 80112
93
Wealthminder
score

Robert Eberhardt (CRD# 4758777) is an Investment Advisor Representative working at A & I Financial Services, LLC in Englewood, CO and has over 14 years of experience in the finance industry.

5
Stacey K. Frank
CRD#: 5055901
9780 Mt. Pyramid Court, Suite 130, Englewood, CO 80112
93
Wealthminder
score

Stacey Frank (CRD# 5055901) is an Investment Advisor Representative working at A & I Financial Services, LLC in Englewood, CO and has over 9 years of experience in the finance industry.

6
Francois Giguere
CRD#: 6382162
9800 Mt. Pyramid Court, #450, Englewood, CO 80112
93
Wealthminder
score

Francois Giguere (CRD# 6382162) is an Investment Advisor Representative working at A & I Financial Services, LLC in Englewood, CO and has over 3 years of experience in the finance industry. Francois Giguere has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Brad D. Hablutzel
CRD#: 4461432
9800 Mt. Pyramid Court, Suite 450, Englewood, CO 80112
93
Wealthminder
score

Brad Hablutzel (CRD# 4461432) is an Investment Advisor Representative working at A & I Financial Services, LLC in Englewood, CO and has over 9 years of experience in the finance industry.

8
Jennifer L. McNulty
CRD#: 4170316
9800 Mt. Pyramid Court, #450, Englewood, CO 80112
93
Wealthminder
score

Jennifer McNulty (CRD# 4170316) is an Investment Advisor Representative working at A & I Financial Services, LLC in Englewood, CO and has over 17 years of experience in the finance industry.

9
Julie C. Morgan
CRD#: 4442645
9780 Mt. Pyramid Court, Suite 130, Englewood, CO 80112
93
Wealthminder
score

Julie Morgan (CRD# 4442645) is an Investment Advisor Representative working at A & I Financial Services, LLC in Englewood, CO and has over 13 years of experience in the finance industry.

10
Karl F. Frank
CRD#: 4769985
9780 Mt. Pyramid Ct, Ste 130, Englewood, CO 80112
86
Wealthminder
score

Karl Frank (CRD# 4769985) is an Investment Advisor Representative working at A & I Financial Services, LLC in Englewood, CO and has over 13 years of experience in the finance industry. Karl Frank has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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