Aveo Capital Partners, LLC

Aveo Capital Partners, LLC (CRD# 157728) is a financial advisory firm headquartered in Englewood, CO. They manage $1,314,556,813 in 3,791 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,315
    MILLION
  • Total Number of Accounts
    3,791
    ACCOUNTS
  • Average Account Value
    $346,757
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
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IL, IN, LA, NY, OH, OR, TX, UT, VA, WA, WY

Financial Advisors at Aveo Capital Partners, LLC
Showing 1 - 10 of 19 top financial advisors.
1
Susan G. Baldwin
CRD#: 2417706
9635 Maroon Circle, Suite 440, Englewood, CO 80112

Susan Baldwin (CRD# 2417706) is an Investment Advisor Representative working at Aveo Capital Partners, LLC in Englewood, CO and has over 26 years of experience in the finance industry. Susan Baldwin 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
Dana F. Bath
CRD#: 4734564
9635 Maroon Circle, Suite 440, Englewood, CO 80112

Dana Bath (CRD# 4734564) is an Investment Advisor Representative working at Aveo Capital Partners, LLC in Englewood, CO and has over 16 years of experience in the finance industry.

3
Michael W. Beermann
CRD#: 4786277
9635 Maroon Circle, Suite 440, Englewood, CO 80112

Michael Beermann (CRD# 4786277) is an Investment Advisor Representative working at Aveo Capital Partners, LLC in Englewood, CO and has over 19 years of experience in the finance industry.

4
James L. Booth
CRD#: 5634506
9635 Maroon Circle, Suite 440, Englewood, CO 80112

James Booth (CRD# 5634506) is an Investment Advisor Representative working at Aveo Capital Partners, LLC in Englewood, CO and has over 14 years of experience in the finance industry.

5
Alexander G. Cameron
CRD#: 4732008
9635 Maroon Circle, Suite 440, Englewood, CO 80112

Alexander Cameron (CRD# 4732008) is an Investment Advisor Representative working at Aveo Capital Partners, LLC in Englewood, CO and has over 19 years of experience in the finance industry. Alexander Cameron 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
Robert B. Douglas
CRD#: 4826505
9635 Maroon Circle, Suite 440, Englewood, CO 80112

Robert Douglas (CRD# 4826505) is an Investment Advisor Representative working at Aveo Capital Partners, LLC in Englewood, CO and has over 19 years of experience in the finance industry.

7
Rex C. Emery
CRD#: 4739051
9635 Maroon Circle, Suite 440, Englewood, CO 80112

Rex Emery (CRD# 4739051) is an Investment Advisor Representative working at Aveo Capital Partners, LLC in Englewood, CO and has over 19 years of experience in the finance industry. Rex Emery 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
Andrew T. Feldman
CRD#: 4991249
9635 Maroon Circle, Suite 440, Englewood, CO 80112

Andrew Feldman (CRD# 4991249) is an Investment Advisor Representative working at Aveo Capital Partners, LLC in Englewood, CO and has over 13 years of experience in the finance industry.

9
Patrick S. Henderson
CRD#: 4276104
9635 Maroon Circle, Suite 440, Englewood, CO 80112

Patrick Henderson (CRD# 4276104) is an Investment Advisor Representative working at Aveo Capital Partners, LLC in Englewood, CO and has over 23 years of experience in the finance industry.

10
Marsha N. Nuttall
CRD#: 5582067
9635 Maroon Circle, Suite 440, Englewood, CO 80112

Marsha Nuttall (CRD# 5582067) is an Investment Advisor Representative working at Aveo Capital Partners, LLC in Englewood, CO and has over 13 years of experience in the finance industry.

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