Essential Investment Partners, LLC

Essential Investment Partners, LLC (CRD# 149509) is a financial advisory firm headquartered in Denver, CO. They manage $217,861,477 in 264 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    218
    MILLION
  • Total Number of Accounts
    264
    ACCOUNTS
  • Average Account Value
    $825,233
Compensation Options
  • A percentage of assets under your management
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
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, TX

Financial Advisors at Essential Investment Partners, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael K. Haines
CRD#: 2005250
4600 S. Syracuse St., Suite 410, Denver, CO 80237

Michael Haines (CRD# 2005250) is an Investment Advisor Representative working at Essential Investment Partners, LLC in Denver, CO and has over 18 years of experience in the finance industry.

2
Jonathan F. Zeschin
CRD#: 1440991
4600 S. Syracuse St., Suite 410, Denver, CO 80237

Jonathan Zeschin (CRD# 1440991) is an Investment Advisor Representative working at Essential Investment Partners, LLC in Denver, CO and has over 34 years of experience in the finance industry. Jonathan Zeschin 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.

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