Cobiz Wealth

Cobiz Wealth (CRD# 125910) is a financial advisory firm headquartered in Denver, CO. They manage $858,916,644 in 1,116 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    859
    MILLION
  • Total Number of Accounts
    1,116
    ACCOUNTS
  • Average Account Value
    $769,639
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, NY, TX, WA

Financial Advisors at Cobiz Wealth
Showing 1 - 10 of 13 top financial advisors.
1
Tami C. Carroll
CRD#: 5333353
1099 18th Street, Suite 3000, Denver, CO 80202
96
Wealthminder
score

Tami Carroll (CRD# 5333353) is an Investment Advisor Representative working at Cobiz Wealth in Denver, CO and has over 6 years of experience in the finance industry. Tami Carroll 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
Sandra L. Chapman
CRD#: 2470804
1099 18th Street, Suite 3000, Denver, CO 80202
96
Wealthminder
score

Sandra Chapman (CRD# 2470804) is an Investment Advisor Representative working at Cobiz Wealth in Denver, CO and has over 20 years of experience in the finance industry.

3
Christopher C. Freimuth
CRD#: 2195430
1099 18th Street, Suite 3000, Denver, CO 80202
96
Wealthminder
score

Christopher Freimuth (CRD# 2195430) is an Investment Advisor Representative working at Cobiz Wealth in Denver, CO and has over 24 years of experience in the finance industry.

4
Youn J. Kim
CRD#: 3008943
1099 18th Street, Suite # 3000, Denver, CO 80202
96
Wealthminder
score

Youn Kim (CRD# 3008943) is an Investment Advisor Representative working at Cobiz Wealth in Denver, CO and has over 18 years of experience in the finance industry. Youn Kim 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.

5
Gordan C. Post
CRD#: 2002825
1099 18th Street, Suite 3000, Denver, CO 80202
96
Wealthminder
score

Gordan Post (CRD# 2002825) is an Investment Advisor Representative working at Cobiz Wealth in Denver, CO and has over 19 years of experience in the finance industry. Gordan Post 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
Howard T. Alexander
CRD#: 2014470
1099 18th Street, Suite 3000, Denver, CO 80202
93
Wealthminder
score

Howard Alexander (CRD# 2014470) is an Investment Advisor Representative working at Cobiz Wealth in Denver, CO and has over 27 years of experience in the finance industry.

7
Rita K. Day
CRD#: 2024570
1099 18th Street, Suite 3000, Denver, CO 80202
93
Wealthminder
score

Rita Day (CRD# 2024570) is an Investment Advisor Representative working at Cobiz Wealth in Denver, CO and has over 26 years of experience in the finance industry.

8
Daniel E. Owens
CRD#: 4695142
2600 N. Central Ave Ste 2000, Phoenix, AZ 85004
93
Wealthminder
score

Daniel Owens (CRD# 4695142) is an Investment Advisor Representative working at Cobiz Wealth in Phoenix, AZ and has over 7 years of experience in the finance industry.

9
Ryan D. Finch
CRD#: 6379871
1099 18th Street, Suite 3000, Denver, CO 80202
91
Wealthminder
score

Ryan Finch (CRD# 6379871) is an Investment Advisor Representative working at Cobiz Wealth in Denver, CO and has over 2 years of experience in the finance industry. Ryan Finch 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
John R. Cormey
CRD#: 4560359
1099 18th Street, Suite 3000, Denver, CO 80202
90
Wealthminder
score

John Cormey (CRD# 4560359) is an Investment Advisor Representative working at Cobiz Wealth in Denver, CO and has 1 year of experience in the finance industry.

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