Expand Financial, LLC
Expand Financial, LLC (CRD# 152515) is a financial advisory firm headquartered in , . They manage $1,399,749,710 in 1,521 accounts and serve the financial needs of clients across 40 states (or territories).
-
Total Assets Under Management1,400MILLION
-
Total Number of Accounts1,521ACCOUNTS
-
Average Account Value$920,283
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV, WY
Sheri Baker (CRD# 3257794) is an Investment Advisor Representative working at Expand Financial, LLC in Littleton, CO and has over 18 years of experience in the finance industry.
Gregory Bakke (CRD# 5770043) is an Investment Advisor Representative working at Expand Financial, LLC in Littleton, CO and has over 13 years of experience in the finance industry.
Quintan Kocher (CRD# 6011295) is an Investment Advisor Representative working at Expand Financial, LLC in Littleton, CO and has over 12 years of experience in the finance industry.
Colin Dixon (CRD# 7473584) is an Investment Advisor Representative working at Expand Financial, LLC in Littleton, CO and has over 2 years of experience in the finance industry.