Aveo Capital Partners, LLC

Aveo Capital Partners, LLC (CRD# 157728) is a financial advisory firm headquartered in Greenwood Village, CO. They manage $554,206,946 in 2,669 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    554
    MILLION
  • Total Number of Accounts
    2,669
    ACCOUNTS
  • Average Account Value
    $207,646
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
  • Pension consulting services
  • 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.

AZ, CA, CO, FL, GA, IL, IN, TX, WA

Financial Advisors at Aveo Capital Partners, LLC
Showing 1 - 10 of 14 top financial advisors.
1
Michael C. Thompson
CRD#: 4310408
6400 S. Fiddlers Green Circle, Suite 350, Greenwood Village, CO 80111
101
Wealthminder
score

Michael Thompson (CRD# 4310408) is an Investment Advisor Representative working at Aveo Capital Partners, LLC in Greenwood Village, CO and has over 16 years of experience in the finance industry. Michael Thompson 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
Chad A. Williams
CRD#: 3216904
6400 S. Fiddlers Green Circle, Suite 350, Greenwood Village, CO 80111
96
Wealthminder
score

Chad Williams (CRD# 3216904) is an Investment Advisor Representative working at Aveo Capital Partners, LLC in Greenwood Village, CO and has over 18 years of experience in the finance industry. Chad Williams 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
Dana F. Bath
CRD#: 4734564
6400 S. Fiddlers Green Circle, Suite 350, Greenwood Village, CO 80111
93
Wealthminder
score

Dana Bath (CRD# 4734564) is an Investment Advisor Representative working at Aveo Capital Partners, LLC in Greenwood Village, CO and has over 9 years of experience in the finance industry.

4
Michael W. Beermann
CRD#: 4786277
6400 S. Fiddlers Green Circle, Suite 350, Greenwood Village, CO 80111
93
Wealthminder
score

Michael Beermann (CRD# 4786277) is an Investment Advisor Representative working at Aveo Capital Partners, LLC in Greenwood Village, CO and has over 13 years of experience in the finance industry.

5
Robert B. Douglas
CRD#: 4826505
6400 S. Fiddlers Green Circle, Suite 350, Greenwood Village, CO 80111
93
Wealthminder
score

Robert Douglas (CRD# 4826505) is an Investment Advisor Representative working at Aveo Capital Partners, LLC in Greenwood Village, CO and has over 13 years of experience in the finance industry.

6
Dean D. Dowson
CRD#: 5321540
6400 S. Fiddlers Green Circle, Suite 350, Greenwood Village, CO 80111
93
Wealthminder
score

Dean Dowson (CRD# 5321540) is an Investment Advisor Representative working at Aveo Capital Partners, LLC in Greenwood Village, CO and has over 10 years of experience in the finance industry.

7
Andrew T. Feldman
CRD#: 4991249
6400 S. Fiddlers Green Circle, Suite 350, Greenwood Village, CO 80111
93
Wealthminder
score

Andrew Feldman (CRD# 4991249) is an Investment Advisor Representative working at Aveo Capital Partners, LLC in Greenwood Village, CO and has over 7 years of experience in the finance industry.

8
Patrick S. Henderson
CRD#: 4276104
6400 S. Fiddlers Green Circle, Suite 350, Greenwood Village, CO 80111
93
Wealthminder
score

Patrick Henderson (CRD# 4276104) is an Investment Advisor Representative working at Aveo Capital Partners, LLC in Greenwood Village, CO and has over 16 years of experience in the finance industry.

9
Marsha Nuttall
CRD#: 5582067
6400 S. Fiddlers Green Circle, Suite 350, Greenwood Village, CO 80111
93
Wealthminder
score

Marsha Nuttall (CRD# 5582067) is an Investment Advisor Representative working at Aveo Capital Partners, LLC in Greenwood Village, CO and has over 7 years of experience in the finance industry.

10
Timothy B. Balfe
CRD#: 5978858
6400 S. Fiddlers Green Circle, Suite 350, Greenwood Village, CO 80111
90
Wealthminder
score

Timothy Balfe (CRD# 5978858) is an Investment Advisor Representative working at Aveo Capital Partners, LLC in Greenwood Village, CO and has over 5 years of experience in the finance industry.

1 2 ... 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.