Destiny Capital Corporation

Destiny Capital Corporation (CRD# 111196) is a financial advisory firm headquartered in Golden, CO. They manage $219,776,865 in 1,319 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    220
    MILLION
  • Total Number of Accounts
    1,319
    ACCOUNTS
  • Average Account Value
    $166,624
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
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, CO, TX

Financial Advisors at Destiny Capital Corporation
Showing 1 - 6 of 6 top financial advisors.
1
Alison L. Yoder
CRD#: 4109474
13922 Denver West Parkway, Suite 150, Golden, CO 80401
96
Wealthminder
score

Alison Yoder (CRD# 4109474) is an Investment Advisor Representative working at Destiny Capital Corporation in Golden, CO and has over 13 years of experience in the finance industry. Alison Yoder 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
Amy M. Bertle
CRD#: 6302419
Trinity Place 1801 Broadway, Suite 1050, Denver, CO 80202
93
Wealthminder
score

Amy Bertle (CRD# 6302419) is an Investment Advisor Representative working at Destiny Capital Corporation in Denver, CO and has over 2 years of experience in the finance industry.

3
Kenton C. Crabb
CRD#: 2397338
194 Brownstone Dr, Mooresville, NC 28117
93
Wealthminder
score

Kenton Crabb (CRD# 2397338) is an Investment Advisor Representative working at Destiny Capital Corporation in Mooresville, NC and has over 23 years of experience in the finance industry.

4
Denise L. Geihm
CRD#: 2206826
13922 Denver West Parkway, Suite 150, Golden, CO 80401
93
Wealthminder
score

Denise Geihm (CRD# 2206826) is an Investment Advisor Representative working at Destiny Capital Corporation in Golden, CO and has over 24 years of experience in the finance industry.

5
Jarrod B. Musick
CRD#: 5006561
13922 Denver West Parkway, Suite 150, Golden, CO 80401
93
Wealthminder
score

Jarrod Musick (CRD# 5006561) is an Investment Advisor Representative working at Destiny Capital Corporation in Golden, CO and has over 5 years of experience in the finance industry.

6
Steven R. Musick
CRD#: 859060
13922 Denver West Parkway, Suite 150, Golden, CO 80401
86
Wealthminder
score

Steven Musick (CRD# 859060) is an Investment Advisor Representative working at Destiny Capital Corporation in Golden, CO and has over 22 years of experience in the finance industry.

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