Carnick & Kubik, LLC

Carnick & Kubik, LLC (CRD# 283403) is a financial advisory firm headquartered in Denver, CO. They manage $615,206,235 in 506 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    615
    MILLION
  • Total Number of Accounts
    506
    ACCOUNTS
  • Average Account Value
    $1,215,823
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)
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, IL, KS, LA, MI, NC, OK, TX

Financial Advisors at Carnick & Kubik, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Robert L. Campbell
CRD#: 1133176
1777 S. Harrison Street, Suite 1110, Denver, CO 80210
96
Wealthminder
score

Robert Campbell (CRD# 1133176) is an Investment Advisor Representative working at Carnick & Kubik, LLC in Denver, CO and has over 33 years of experience in the finance industry. Robert Campbell 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
Craig E. Carnick
CRD#: 702111
1777 S. Harrison Street, Suite 1110, Denver, CO 80210
96
Wealthminder
score

Craig Carnick (CRD# 702111) is an Investment Advisor Representative working at Carnick & Kubik, LLC in Denver, CO and has over 36 years of experience in the finance industry. Craig Carnick 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.

3
Clarissa R. Hobson
CRD#: 5121067
1777 S. Harrison Street, Suite 1110, Denver, CO 80210
96
Wealthminder
score

Clarissa Hobson (CRD# 5121067) is an Investment Advisor Representative working at Carnick & Kubik, LLC in Denver, CO and has over 10 years of experience in the finance industry. Clarissa Hobson 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.

4
William D. Moyer
CRD#: 2477174
1777 S. Harrison Street, Suite 110, Denver, CO 80210
96
Wealthminder
score

William Moyer (CRD# 2477174) is an Investment Advisor Representative working at Carnick & Kubik, LLC in Denver, CO and has over 20 years of experience in the finance industry.

5
Michael J. Norris
CRD#: 2220059
1777 S. Harrison Street, Suite 1110, Denver, CO 80210
96
Wealthminder
score

Michael Norris (CRD# 2220059) is an Investment Advisor Representative working at Carnick & Kubik, LLC in Denver, CO and has over 23 years of experience in the finance industry. Michael Norris 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
David J. Kubik
CRD#: 4388810
1777 S. Harrison Street, Suite 1110, Denver, CO 80210
93
Wealthminder
score

David Kubik (CRD# 4388810) is an Investment Advisor Representative working at Carnick & Kubik, LLC in Denver, CO and has over 15 years of experience in the finance industry.

7
Nathan J. Kubik
CRD#: 3081407
1777 S. Harrison Street, Suite 1110, Denver, CO 80210
93
Wealthminder
score

Nathan Kubik (CRD# 3081407) is an Investment Advisor Representative working at Carnick & Kubik, LLC in Denver, CO and has over 16 years of experience in the finance industry.

8
Edward H. Sundermann
CRD#: 440063
1777 S. Harrison Street, Suite 1110, Denver, CO 80210
93
Wealthminder
score

Edward Sundermann (CRD# 440063) is an Investment Advisor Representative working at Carnick & Kubik, LLC in Denver, CO and has over 37 years of experience in the finance industry.

9
William D. Van Keulen
CRD#: 4611622
1777 S. Harrison Street, Suite 1110, Denver, CO 80210
93
Wealthminder
score

William Van Keulen (CRD# 4611622) is an Investment Advisor Representative working at Carnick & Kubik, LLC in Denver, CO and has over 13 years of experience in the finance industry. William Van Keulen 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.

10
Kenneth P. Tillman
CRD#: 6192684
1777 S. Harrison Street, Suite 1110, Denver, CO 80210
89
Wealthminder
score

Kenneth Tillman (CRD# 6192684) is an Investment Advisor Representative working at Carnick & Kubik, LLC in Denver, CO and has over 3 years of experience in the finance industry. Kenneth Tillman 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.

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