Colorado Financial Management LLC

Colorado Financial Management LLC (CRD# 113216) is a financial advisory firm headquartered in Boulder, CO. They manage $1,065,342,314 in 690 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,065
    MILLION
  • Total Number of Accounts
    690
    ACCOUNTS
  • Average Account Value
    $1,543,974
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
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, KY, OR, TX

Financial Advisors at Colorado Financial Management LLC
Showing 1 - 10 of 11 top financial advisors.
1
Bradley S. Bickham
CRD#: 1342965
4840 Pearl East Circle, Suite 300e, Boulder, CO 80301
96
Wealthminder
score

Bradley Bickham (CRD# 1342965) is an Investment Advisor Representative working at Colorado Financial Management LLC in Boulder, CO and has over 30 years of experience in the finance industry. Bradley Bickham 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
Luke R. Daniel
CRD#: 4280805
4840 Pearl East Circle, Suite 300e, Boulder, CO 80301
96
Wealthminder
score

Luke Daniel (CRD# 4280805) is an Investment Advisor Representative working at Colorado Financial Management LLC in Boulder, CO and has over 15 years of experience in the finance industry. Luke Daniel 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
Joshua R. Miller
CRD#: 4395410
4848 Thompson Parkway, Suite 320, Johnstown, CO 80534
96
Wealthminder
score

Joshua Miller (CRD# 4395410) is an Investment Advisor Representative working at Colorado Financial Management LLC in Johnstown, CO and has over 13 years of experience in the finance industry. Joshua Miller 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
Lindsay L. Boylan
CRD#: 5044017
4840 Pearl East Circle, Suite 300e, Boulder, CO 80301
93
Wealthminder
score

Lindsay Boylan (CRD# 5044017) is an Investment Advisor Representative working at Colorado Financial Management LLC in Boulder, CO and has over 10 years of experience in the finance industry.

5
David E. Eads
CRD#: 6058093
4848 Thompson Parkway, Suite 320, Johnstown, CO 80534
93
Wealthminder
score

David Eads (CRD# 6058093) is an Investment Advisor Representative working at Colorado Financial Management LLC in Johnstown, CO and has over 3 years of experience in the finance industry. David Eads 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
Christopher M. Lagudis
CRD#: 1023031
4840 Pearl East Circle, Suite 300e, Boulder, CO 80301
93
Wealthminder
score

Christopher Lagudis (CRD# 1023031) is an Investment Advisor Representative working at Colorado Financial Management LLC in Boulder, CO and has over 34 years of experience in the finance industry.

7
Meagan D'angelo
CRD#: 5514768
4840 Pearl East Circle, Suite 300e, Boulder, CO 80301
90
Wealthminder
score

Meagan D'angelo (CRD# 5514768) is an Investment Advisor Representative working at Colorado Financial Management LLC in Boulder, CO and has 1 year of experience in the finance industry. Meagan D'angelo 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.

8
Viktoria Falus
CRD#: 5881258
4840 Pearl East Circle, Suite 300e, Boulder, CO 80301
90
Wealthminder
score

Viktoria Falus (CRD# 5881258) is an Investment Advisor Representative working at Colorado Financial Management LLC in Boulder, CO and has 1 year of experience in the finance industry. Viktoria Falus 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.

9
Jordan T. Kunz
CRD#: 5441138
4840 Pearl East Circle, Suite 300e, Boulder, CO 80301
90
Wealthminder
score

Jordan Kunz (CRD# 5441138) is an Investment Advisor Representative working at Colorado Financial Management LLC in Boulder, CO and has 1 year of experience in the finance industry. Jordan Kunz 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
Barbara K. Lommen
CRD#: 6649911
4840 Pearl East Circle, Suite 300e, Boulder, CO 80301
90
Wealthminder
score

Barbara Lommen (CRD# 6649911) is an Investment Advisor Representative working at Colorado Financial Management LLC in Boulder, CO and has 1 year of experience in the finance industry.

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