Celtic Consulting Services, Inc.

Celtic Consulting Services, Inc. (CRD# 143395) is a financial advisory firm headquartered in , . They manage $7,000,000 in 64 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    64
    ACCOUNTS
  • Average Account Value
    $109,375
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
  • Market timing services
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.

CO, TX

Financial Advisors at Celtic Consulting Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Joseph J. McCusker
CRD#: 1637845
Littleton, CO
93
Wealthminder
score

Joseph McCusker (CRD# 1637845) is an Investment Advisor Representative working at Celtic Consulting Services, Inc. in Littleton, CO and has over 9 years of experience in the finance industry.

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