Envoy Advisory, Inc.

Envoy Advisory, Inc. (CRD# 157461) is a financial advisory firm headquartered in Colorado Springs, CO. They manage $225,000,000 in 1,800 accounts and serve the financial needs of clients across 45 states (or territories).

By the Numbers
  • Total Assets Under Management
    225
    MILLION
  • Total Number of Accounts
    1,800
    ACCOUNTS
  • Average Account Value
    $125,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

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

Financial Advisors at Envoy Advisory, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Bruce H. Bruinsma
CRD#: 1679271
940 E. Union Street, Suite 202, Pasadena, CA 91106
93
Wealthminder
score

Bruce Bruinsma (CRD# 1679271) is an Investment Advisor Representative working at Envoy Advisory, Inc. in Pasadena, CA and has over 30 years of experience in the finance industry.

2
Jeffrey M. Gater
CRD#: 1391181
4194 Royal Pine Drive, Colorado Springs, CO 80920
93
Wealthminder
score

Jeffrey Gater (CRD# 1391181) is an Investment Advisor Representative working at Envoy Advisory, Inc. in Colorado Springs, CO and has over 21 years of experience in the finance industry.

3
Bethany B. Palmer
CRD#: 1987183
4194 Royal Pine Drive, Colorado Springs, CO 80920
93
Wealthminder
score

Bethany Palmer (CRD# 1987183) is an Investment Advisor Representative working at Envoy Advisory, Inc. in Colorado Springs, CO and has over 26 years of experience in the finance industry.

4
Timothy A. Struck
CRD#: 2274255
4194 Royal Pine Drive, Colorado Springs, CO 80920
93
Wealthminder
score

Timothy Struck (CRD# 2274255) is an Investment Advisor Representative working at Envoy Advisory, Inc. in Colorado Springs, CO and has over 24 years of experience in the finance industry.

5
Robert D. White
CRD#: 5377147
Midlothian, VA
93
Wealthminder
score

Robert White (CRD# 5377147) is an Investment Advisor Representative working at Envoy Advisory, Inc. in Midlothian, VA and has over 8 years of experience in the finance industry.

6
Sheena M. Dobbins
CRD#: 6333055
4194 Royal Pine Drive, Colorado Springs, CO 80920
88
Wealthminder
score

Sheena Dobbins (CRD# 6333055) is an Investment Advisor Representative working at Envoy Advisory, Inc. in Colorado Springs, CO and has over 3 years of experience in the finance industry.

7
Mark A. Overton
CRD#: 2909586
4194 Royal Pine Drive, Colorado Springs, CO 80920
81
Wealthminder
score

Mark Overton (CRD# 2909586) is an Investment Advisor Representative working at Envoy Advisory, Inc. in Colorado Springs, CO and has over 20 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.