Aveo Capital Partners, LLC

Aveo Capital Partners, LLC (CRD# 157728) is a financial advisory firm headquartered in Englewood, CO. They manage $1,453,324,190 in 3,991 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,453
    MILLION
  • Total Number of Accounts
    3,991
    ACCOUNTS
  • Average Account Value
    $364,150
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, LA, NY, OH, OR, TX, UT, VA, WA, WY

Financial Advisors at Aveo Capital Partners, LLC
Showing 11 - 18 of 18 top financial advisors.
11
Brian P. Rorick
CRD#: 4525184
9635 Maroon Circle, Suite 440, Englewood, CO 80112

Brian Rorick (CRD# 4525184) is an Investment Advisor Representative working at Aveo Capital Partners, LLC in Englewood, CO and has over 20 years of experience in the finance industry. Brian Rorick 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.

12
Micah J. Sanchez
CRD#: 6259773
6400 S. Fiddlers Green Circle, Suite 350, Greenwood Village, CO 80111

Micah Sanchez (CRD# 6259773) is an Investment Advisor Representative working at Aveo Capital Partners, LLC in Greenwood Village, CO and has over 8 years of experience in the finance industry.

13
Kenneth R. Senour
CRD#: 6394604
9635 Maroon Circle, Suite 440, Englewood, CO 80112

Kenneth Senour (CRD# 6394604) is an Investment Advisor Representative working at Aveo Capital Partners, LLC in Englewood, CO and has over 7 years of experience in the finance industry. Kenneth Senour 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.

14
Jeremy M. Shevlin
CRD#: 4839266
9635 Maroon Circle, Suite 440, Englewood, CO 80112

Jeremy Shevlin (CRD# 4839266) is an Investment Advisor Representative working at Aveo Capital Partners, LLC in Englewood, CO and has over 17 years of experience in the finance industry.

15
Michael C. Thompson
CRD#: 4310408
9635 Maroon Circle, Suite 440, Englewood, CO 80112

Michael Thompson (CRD# 4310408) is an Investment Advisor Representative working at Aveo Capital Partners, LLC in Englewood, CO and has over 21 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.

16
Keys E. Tinney
CRD#: 3031776
9635 Maroon Circle, Suite 440, Englewood, CO 80112

Keys Tinney (CRD# 3031776) is an Investment Advisor Representative working at Aveo Capital Partners, LLC in Englewood, CO and has over 24 years of experience in the finance industry. Keys Tinney 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.

17
Chad A. Williams
CRD#: 3216904
9635 Maroon Circle, Suite 440, Englewood, CO 80112

Chad Williams (CRD# 3216904) 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. 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.

18
Tanner L. Cameron
CRD#: 6787153
9635 Maroon Circle, Suite 440, Englewood, CO 80112

Tanner Cameron (CRD# 6787153) is an Investment Advisor Representative working at Aveo Capital Partners, LLC in Englewood, CO and has over 5 years of experience in the finance industry.

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