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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1,400
    MILLION
  • Total Number of Accounts
    1,521
    ACCOUNTS
  • Average Account Value
    $920,283
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Expand Financial, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Sheri A. Baker
CRD#: 3257794
Littleton, CO

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.

2
Gregory M. Bakke
CRD#: 5770043
Littleton, CO

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.

3
Quintan A. Kocher
CRD#: 6011295
Littleton, CO

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.

4
Colin S. Dixon
CRD#: 7473584
Littleton, CO

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.

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