Defined Wealth, Inc.

Defined Wealth, Inc. (CRD# 281669) is a financial advisory firm headquartered in Colorado Springs, CO. They manage $67,443,012 in 334 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

1710 Jet Stream Drive, Suite 115, Colorado Springs, CO 80921

http://definedwealth.com

By the Numbers

Total Assets Under Management

67

MILLION
Total Number of Accounts

334

ACCOUNTS
Average Account Value

$201,925

Compensation Options

A percentage of assets under your management
Commissions

Advisory Services Offered

Portfolio management for individuals and/or small businesses
Educational seminars/workshops

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CA, CO

Financial Advisors at Defined Wealth, Inc.

Showing 1 - 2 of 2 top financial advisors.

Bethany B. Palmer

CRD#: 1987183

1710 Jet Stream Drive, Suite 115, Colorado Springs, CO 80921

Bethany Palmer (CRD# 1987183) is an Investment Advisor Representative working at Defined Wealth, Inc. in Colorado Springs, CO and has over 33 years of experience in the finance industry.

Scott W. Palmer

CRD#: 2550273

1710 Jet Stream Drive, Suite 115, Colorado Springs, CO 80921

Scott Palmer (CRD# 2550273) is an Investment Advisor Representative working at Defined Wealth, Inc. in Colorado Springs, CO and has over 28 years of experience in the finance industry.

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.

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

Request Proposals