Colorado Financial Service Corporation

Colorado Financial Service Corporation (CRD# 104343) is a financial advisory firm headquartered in Centennial, CO. They manage $5,893,010 in 23 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $256,218
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.

CA, CO, FL, MD, NJ

Financial Advisors at Colorado Financial Service Corporation
Showing 1 - 6 of 6 top financial advisors.
1
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 12 years of experience in the finance industry.

2
Matthew D. Daugherty
CRD#: 4784736
Englewood, CO
90
Wealthminder
score

Matthew Daugherty (CRD# 4784736) is an Investment Advisor Representative working at Colorado Financial Service Corporation in Englewood, CO and has over 6 years of experience in the finance industry.

3
Jason M. Harris
CRD#: 6025986
304 Inverness Way South, Ste 355, Centennial, CO 80112
90
Wealthminder
score

Jason Harris (CRD# 6025986) is an Investment Advisor Representative working at Colorado Financial Service Corporation in Centennial, CO and has over 4 years of experience in the finance industry.

4
Chester J. Hebert
CRD#: 1678446
304 Inverness Way South, Suite 355, Centennial, CO 80112
73
Wealthminder
score

Chester Hebert (CRD# 1678446) is a Registered Representative and Investment Advisor Representative with Colorado Financial Service Corporation in Centennial, CO and has over 29 years of experience in the finance industry.

5
Ron Adelstein
CRD#: 2086539
304 Inverness Way South, Suite 355, Centennial, CO 80112
63
Wealthminder
score

Ron Adelstein (CRD# 2086539) is an Investment Advisor Representative working at Colorado Financial Service Corporation in Centennial, CO and has over 20 years of experience in the finance industry.

6
Robert J. Zamecki
CRD#: 475757
304 Inverness Way South, Suite 355, Centennial, CO 80112
51
Wealthminder
score

Robert Zamecki (CRD# 475757) is an Investment Advisor Representative working at Colorado Financial Service Corporation in Centennial, CO and has over 30 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.