Boulder Investment Group

Boulder Investment Group (CRD# 147809) is a financial advisory firm headquartered in Overland Park, KS. They manage $131,542,722 in 214 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
7200 West 132nd Street, Suite 250, Overland Park, KS 66213
http://planhealthdesign.com
By the Numbers
  • Total Assets Under Management
    132
    MILLION
  • Total Number of Accounts
    214
    ACCOUNTS
  • Average Account Value
    $614,686
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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.

KS, MO, TX

Financial Advisors at Boulder Investment Group
Showing 1 - 3 of 3 top financial advisors.
1
James Fair, financial advisor Overland Park KS
James D. Fair
CRD#: 4671104
7200 West 132nd Street, Suite 250, Overland Park, KS 66213
93
Wealthminder
score

James Fair (CRD# 4671104) is an Investment Advisor Representative working at Boulder Investment Group in Overland Park, KS and has over 14 years of experience in the finance industry.

2
Troy Redstone, financial advisor Overland Park KS
Troy L. Redstone
CRD#: 4726874
7200 West 132nd Street, Suite 250, Overland Park, KS 66213
93
Wealthminder
score

Troy Redstone (CRD# 4726874) is an Investment Advisor Representative working at Boulder Investment Group in Overland Park, KS and has over 14 years of experience in the finance industry.

3
Paul Wiederholt, financial advisor Overland Park KS
Paul G. Wiederholt
CRD#: 2767140
7200 West 132nd Street, Suite 250, Overland Park, KS 66213
86
Wealthminder
score

Paul Wiederholt (CRD# 2767140) is an Investment Advisor Representative working at Boulder Investment Group in Overland Park, KS and has over 21 years of experience in the finance industry. Paul Wiederholt 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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