Colorado Diversified Financial

Colorado Diversified Financial (CRD# 152315) is a financial advisory firm headquartered in Longmont, CO. They manage $819,940 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.


Financial Advisors at Colorado Diversified Financial
Showing 1 - 1 of 1 top financial advisors.
Thomas C. Basil
CRD#: 3192909
713 Rider Ridge Drive, Longmont, CO 80504

Thomas Basil (CRD# 3192909) is an Investment Advisor Representative working at Colorado Diversified Financial in Longmont, CO and has over 19 years of experience in the finance industry. Thomas Basil 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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