Denver Investments

Denver Investments (CRD# 107293) is a financial advisory firm headquartered in Denver, CO. They manage $7,169,346,762 in 1,183 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    7,169
    MILLION
  • Total Number of Accounts
    1,183
    ACCOUNTS
  • Average Account Value
    $6,060,310
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Denver Investments
Showing 1 - 8 of 8 top financial advisors.
1
Dean A. Graves
CRD#: 2729707
370 17th Street, Suite 5000, Denver, CO 80202
96
Wealthminder
score

Dean Graves (CRD# 2729707) is an Investment Advisor Representative working at Denver Investments in Denver, CO and has over 21 years of experience in the finance industry.

2
Homer D. Lansdowne
CRD#: 712986
370 17th Street, Suite 5000, Denver, CO 80202
96
Wealthminder
score

Homer Lansdowne (CRD# 712986) is an Investment Advisor Representative working at Denver Investments in Denver, CO and has over 19 years of experience in the finance industry.

3
Chad A. McDonnell
CRD#: 2990735
370 17th Street, Suite 5000, Denver, CO 80202
96
Wealthminder
score

Chad McDonnell (CRD# 2990735) is an Investment Advisor Representative working at Denver Investments in Denver, CO and has over 19 years of experience in the finance industry. Chad McDonnell 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
Glenn T. Rippey
CRD#: 2460122
370 17th Street, Suite 5000, Denver, CO 80202
96
Wealthminder
score

Glenn Rippey (CRD# 2460122) is an Investment Advisor Representative working at Denver Investments in Denver, CO and has over 24 years of experience in the finance industry.

5
Katherine Jeter
CRD#: 3077607
1225 17th Street, 26th Floor, Denver, CO 80202
93
Wealthminder
score

Katherine Jeter (CRD# 3077607) is an Investment Advisor Representative working at Denver Investments in Denver, CO and has over 7 years of experience in the finance industry.

6
John N. Roberts
CRD#: 2008299
370 17th Street, Suite 5000, Denver, CO 80202
93
Wealthminder
score

John Roberts (CRD# 2008299) is an Investment Advisor Representative working at Denver Investments in Denver, CO and has over 13 years of experience in the finance industry.

7
Timothy R. Rich
CRD#: 5697942
370 17th Street, Suite 5000, Denver, CO 80202
90
Wealthminder
score

Timothy Rich (CRD# 5697942) is an Investment Advisor Representative working at Denver Investments in Denver, CO and has 1 year of experience in the finance industry.

8
Lisa M. Snyder
CRD#: 6853669
370 17th Street, Suite 5000, Denver, CO 80202
90
Wealthminder
score

Lisa Snyder (CRD# 6853669) is an Investment Advisor Representative working at Denver Investments in Denver, CO and has 1 year of experience in the finance industry.

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