Advised Assets Group, LLC

Advised Assets Group, LLC (CRD# 112058) is a financial advisory firm headquartered in Greenwood Village, CO. They manage $25,171,544,827 in 28,609 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    25,172
    MILLION
  • Total Number of Accounts
    28,609
    ACCOUNTS
  • Average Account Value
    $879,847
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Advised Assets Group, LLC
Showing 1 - 10 of 102 top financial advisors.
1
Sean M. Brennan
CRD#: 3166669
8515 East Orchard Rd, Greenwood Village, CO 80111
96
Wealthminder
score

Sean Brennan (CRD# 3166669) is an Investment Advisor Representative working at Advised Assets Group, LLC in Greenwood Village, CO and has over 18 years of experience in the finance industry. Sean Brennan 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
Kevin L. Combs
CRD#: 1975113
8515 East Orchard Rd, Greenwood Village, CO 80111
96
Wealthminder
score

Kevin Combs (CRD# 1975113) is an Investment Advisor Representative working at Advised Assets Group, LLC in Greenwood Village, CO and has over 12 years of experience in the finance industry.

3
Judith R. Friedman
CRD#: 868847
Lincolnwood, IL
96
Wealthminder
score

Judith Friedman (CRD# 868847) is an Investment Advisor Representative working at Advised Assets Group, LLC in Lincolnwood, IL and has over 35 years of experience in the finance industry. Judith Friedman 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
Daniel R. Moroney
CRD#: 3188284
8515 East Orchard Rd, Greenwood Village, CO 80111
96
Wealthminder
score

Daniel Moroney (CRD# 3188284) is an Investment Advisor Representative working at Advised Assets Group, LLC in Greenwood Village, CO and has over 18 years of experience in the finance industry. Daniel Moroney 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.

5
Jennifer G. Preston
CRD#: 4988505
400 W 15th St, Suite 317, Austin, TX 78701
96
Wealthminder
score

Jennifer Preston (CRD# 4988505) is an Investment Advisor Representative working at Advised Assets Group, LLC in Austin, TX and has over 13 years of experience in the finance industry. Jennifer Preston 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.

6
Ross L. Sadoff
CRD#: 5498333
545 Mainstream Drive, Suite 407, Nashville, TN 37228
96
Wealthminder
score

Ross Sadoff (CRD# 5498333) is an Investment Advisor Representative working at Advised Assets Group, LLC in Nashville, TN and has over 9 years of experience in the finance industry. Ross Sadoff 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
Daniel D. Armstrong
CRD#: 4811027
11500 Outlook St, Overland Park, KS 66211
93
Wealthminder
score

Daniel Armstrong (CRD# 4811027) is an Investment Advisor Representative working at Advised Assets Group, LLC in Overland Park, KS and has over 13 years of experience in the finance industry.

8
Valerie L. Baker
CRD#: 5203346
8515 East Orchard Rd, Greenwood Village, CO 80111
93
Wealthminder
score

Valerie Baker (CRD# 5203346) is an Investment Advisor Representative working at Advised Assets Group, LLC in Greenwood Village, CO and has over 10 years of experience in the finance industry.

9
Jessica Bigueur
CRD#: 5796719
Redlands, CA
93
Wealthminder
score

Jessica Bigueur (CRD# 5796719) is an Investment Advisor Representative working at Advised Assets Group, LLC in Redlands, CA and has over 7 years of experience in the finance industry.

10
Danny A. Bramlett
CRD#: 3082105
116 Inverness Dr E, Fl 3, Englewood, CO 80112
93
Wealthminder
score

Danny Bramlett (CRD# 3082105) is an Investment Advisor Representative working at Advised Assets Group, LLC in Englewood, CO and has over 11 years of experience in the finance industry.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.