Colorado Financial Service Corporation

Colorado Financial Service Corporation (CRD# 104343) is a financial advisory firm headquartered in Centennial, CO. They manage $44,055,697 in 157 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
188 Inverness Drive West, Ste 100, Centennial, CO 80112
http://www.coloradofsc.com
By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    157
    ACCOUNTS
  • Average Account Value
    $280,610
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, LA, MT, NC, NJ, OH, OR, SC, TX, WA

Financial Advisors at Colorado Financial Service Corporation
Showing 11 - 15 of 15 top financial advisors.
11
Christine Narayan, financial advisor Centennial CO
Christine C. Narayan
CRD#: 5338599
188 Inverness Drive West, Suite 100, Centennial, CO 80112

Christine Narayan (CRD# 5338599) is an Investment Advisor Representative working at Colorado Financial Service Corporation in Centennial, CO and has over 16 years of experience in the finance industry.

12
Steven Shaiman, financial advisor Livingston NJ
Steven B. Shaiman
CRD#: 4114227
Livingston, NJ

Steven Shaiman (CRD# 4114227) is an Investment Advisor Representative working at Colorado Financial Service Corporation in Livingston, NJ and has over 21 years of experience in the finance industry.

13
Rodney Stone, financial advisor Greenwood SC
Rodney W. Stone
CRD#: 1412258
416 N. Emerald Rd, Greenwood, SC 29646

Rodney Stone (CRD# 1412258) is an Investment Advisor Representative working at Colorado Financial Service Corporation in Greenwood, SC and has over 38 years of experience in the finance industry.

14
Thomas Thalman, financial advisor Wake Forest NC
Thomas R. Thalman
CRD#: 2468195
1776 Heritage Center Dr Ste 200, Wake Forest, NC 27587

Thomas Thalman (CRD# 2468195) is an Investment Advisor Representative working at Colorado Financial Service Corporation in Wake Forest, NC and has over 28 years of experience in the finance industry.

15
David Traylor, financial advisor Lakewood CO
David W. Traylor
CRD#: 4956101
Lakewood, CO

David Traylor (CRD# 4956101) is an Investment Advisor Representative working at Colorado Financial Service Corporation in Lakewood, CO and has over 10 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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