Colorado Financial Service Corporation

Colorado Financial Service Corporation (CRD# 104343) is a financial advisory firm headquartered in Centennial, CO. They manage $30,000,000 in 134 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    134
    ACCOUNTS
  • Average Account Value
    $223,881
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, FL, MD, MT, NJ, OH, SC, WA

Financial Advisors at Colorado Financial Service Corporation
Showing 1 - 10 of 14 top financial advisors.
1
Rodney W. Stone
CRD#: 1412258
416 N. Emerald Rd, Greenwood, SC 29646
96
Wealthminder
score

Rodney Stone (CRD# 1412258) is an Investment Advisor Representative working at Colorado Financial Service Corporation in Greenwood, SC and has over 32 years of experience in the finance industry. Rodney Stone 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
John E. Bishop
CRD#: 866202
3 Church Circle #208, Annapolis, MD 21401
93
Wealthminder
score

John Bishop (CRD# 866202) is an Investment Advisor Representative working at Colorado Financial Service Corporation in Annapolis, MD and has over 14 years of experience in the finance industry.

3
Matthew D. Daugherty
CRD#: 4784736
1276 Kearney Street, Denver, CO 80220
93
Wealthminder
score

Matthew Daugherty (CRD# 4784736) is an Investment Advisor Representative working at Colorado Financial Service Corporation in Denver, CO and has over 8 years of experience in the finance industry.

4
Ryan D. Finch
CRD#: 6379871
304 Inverness Way South, Suite 355, Centennial, CO 80112
93
Wealthminder
score

Ryan Finch (CRD# 6379871) is an Investment Advisor Representative working at Colorado Financial Service Corporation in Centennial, CO and has over 3 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.

5
Jason M. Harris
CRD#: 6025986
304 Inverness Way South, Ste 355, Centennial, CO 80112
93
Wealthminder
score

Jason Harris (CRD# 6025986) is an Investment Advisor Representative working at Colorado Financial Service Corporation in Centennial, CO and has over 5 years of experience in the finance industry.

6
Catherine G. Hsu
CRD#: 4738294
Irvine, CA
93
Wealthminder
score

Catherine Hsu (CRD# 4738294) is an Investment Advisor Representative working at Colorado Financial Service Corporation in Irvine, CA and has over 14 years of experience in the finance industry.

7
Brian J. Perkins
CRD#: 5630932
304 Inverness Way South, Suite 355, Centennial, CO 80112
93
Wealthminder
score

Brian Perkins (CRD# 5630932) is an Investment Advisor Representative working at Colorado Financial Service Corporation in Centennial, CO and has over 9 years of experience in the finance industry.

8
David W. Traylor
CRD#: 4956101
Lakewood, CO
90
Wealthminder
score

David Traylor (CRD# 4956101) is an Investment Advisor Representative working at Colorado Financial Service Corporation in Lakewood, CO and has over 4 years of experience in the finance industry.

9
Nick J. Hubbard
CRD#: 2564373
304 Inverness Way South, Suite 355, Centennial, CO 80112
88
Wealthminder
score

Nick Hubbard (CRD# 2564373) is an Investment Advisor Representative working at Colorado Financial Service Corporation in Centennial, CO and has 1 year of experience in the finance industry.

10
William D. Gotses
CRD#: 1894852
7907 Caminito Del Cid, La Jolla, CA 92037
83
Wealthminder
score

William Gotses (CRD# 1894852) is an Investment Advisor Representative working at Colorado Financial Service Corporation in La Jolla, CA and has over 29 years of experience in the finance industry.

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