Wealthbuilders Investments

Wealthbuilders Investments (CRD# 173306) is a financial advisory firm headquartered in Colorado Springs, CO. They manage $105,708,742 in 588 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    106
    MILLION
  • Total Number of Accounts
    588
    ACCOUNTS
  • Average Account Value
    $179,777
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, LA, TX

Financial Advisors at Wealthbuilders Investments
Showing 1 - 3 of 3 top financial advisors.
1
Chad R. Frantzen
CRD#: 4210741
5160 Golden Hills Court, Colorado Springs, CO 80919

Chad Frantzen (CRD# 4210741) is an Investment Advisor Representative working at Wealthbuilders Investments in Colorado Springs, CO and has over 23 years of experience in the finance industry.

2
Jose Salcedo
CRD#: 2413388
735 State Street, Ste 208, Santa Barbara, CA 93101

Jose Salcedo (CRD# 2413388) is an Investment Advisor Representative working at Wealthbuilders Investments in Santa Barbara, CA and has over 29 years of experience in the finance industry.

3
Otis C. Barnard
CRD#: 7340096
10855 Hidden Pool Heights,, Suite 250, Colorado Springs, CO 80908

Otis Barnard (CRD# 7340096) is an Investment Advisor Representative working at Wealthbuilders Investments in Colorado Springs, CO and has over 3 years of experience in the finance industry.

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