Epiqwest Investment Corporation

Epiqwest Investment Corporation (CRD# 145663) is a financial advisory firm headquartered in Lafayette, CO. They manage $34,426,825 in 308 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    308
    ACCOUNTS
  • Average Account Value
    $111,775
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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.

CO, FL, MN, TX

Financial Advisors at Epiqwest Investment Corporation
Showing 1 - 5 of 5 top financial advisors.
1
Bryan J. Sullivan
CRD#: 5243267
2590 Trailridge Dr. East, Suite 101, Lafayette, CO 80026
96
Wealthminder
score

Bryan Sullivan (CRD# 5243267) is an Investment Advisor Representative working at Epiqwest Investment Corporation in Lafayette, CO and has over 9 years of experience in the finance industry. Bryan Sullivan 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
Ronald J. Besonen
CRD#: 1968461
2590 Trailridge Dr East #101, Lafayette, CO 80026
93
Wealthminder
score

Ronald Besonen (CRD# 1968461) is an Investment Advisor Representative working at Epiqwest Investment Corporation in Lafayette, CO and has over 9 years of experience in the finance industry.

3
Trent D. Culver
CRD#: 2403717
Lafayette, CO
93
Wealthminder
score

Trent Culver (CRD# 2403717) is an Investment Advisor Representative working at Epiqwest Investment Corporation in Lafayette, CO and has over 17 years of experience in the finance industry.

4
Eric Veve
CRD#: 5725249
2590 Trailridge Dr. East, Suite 101, Lafayette, CO 80026
93
Wealthminder
score

Eric Veve (CRD# 5725249) is an Investment Advisor Representative working at Epiqwest Investment Corporation in Lafayette, CO and has over 6 years of experience in the finance industry.

5
Douglas W. Dawson
CRD#: 4127476
Niceville, FL
91
Wealthminder
score

Douglas Dawson (CRD# 4127476) is an Investment Advisor Representative working at Epiqwest Investment Corporation in Niceville, FL and has 1 year of experience in the finance industry. Douglas Dawson 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.

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