Advised Assets Group, LLC

Advised Assets Group, LLC (CRD# 112058) is a financial advisory firm headquartered in Greenwood Village, CO. They manage $26,138,214,518 in 34,219 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    26,138
    MILLION
  • Total Number of Accounts
    34,219
    ACCOUNTS
  • Average Account Value
    $763,851
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 273 top financial advisors.
1
Sean M. Brennan
CRD#: 3166669
255 Bear Hill Rd, Waltham, MA 02453
96
Wealthminder
score

Sean Brennan (CRD# 3166669) is an Investment Advisor Representative working at Advised Assets Group, LLC in Waltham, MA and has over 19 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
Jonas Brier
CRD#: 5252950
8515 East Orchard Rd, Greenwood Village, CO 80111
96
Wealthminder
score

Jonas Brier (CRD# 5252950) is an Investment Advisor Representative working at Advised Assets Group, LLC in Greenwood Village, CO and has over 11 years of experience in the finance industry. Jonas Brier 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
Alfredo G. Calvo
CRD#: 3220214
8515 East Orchard Rd, Greenwood Village, CO 80111
96
Wealthminder
score

Alfredo Calvo (CRD# 3220214) 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.

4
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 13 years of experience in the finance industry.

5
Robert W. Eastburn
CRD#: 6706526
8515 East Orchard Rd, Greenwood Village, CO 80111
96
Wealthminder
score

Robert Eastburn (CRD# 6706526) 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. Robert Eastburn 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
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.

7
Bjorn M. Hauerbach
CRD#: 1897277
8515 East Orchard Rd, Greenwood Village, CO 80111
96
Wealthminder
score

Bjorn Hauerbach (CRD# 1897277) is an Investment Advisor Representative working at Advised Assets Group, LLC in Greenwood Village, CO and has over 20 years of experience in the finance industry. Bjorn Hauerbach 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.

8
Herbert A. Landstreet
CRD#: 5054850
8515 East Orchard Rd, Greenwood Village, CO 80111
96
Wealthminder
score

Herbert Landstreet (CRD# 5054850) 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. Herbert Landstreet 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.

9
Catherine A. Matusiewicz
CRD#: 1263832
8515 East Orchard Rd, Greenwood Village, CO 80111
96
Wealthminder
score

Catherine Matusiewicz (CRD# 1263832) is an Investment Advisor Representative working at Advised Assets Group, LLC in Greenwood Village, CO and has over 23 years of experience in the finance industry.

10
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 19 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.

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