Financial Security Management, Inc.

Financial Security Management, Inc. (CRD# 116570) is a financial advisory firm headquartered in Lakewood, CO. They manage $119,546,547 in 1,153 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    120
    MILLION
  • Total Number of Accounts
    1,153
    ACCOUNTS
  • Average Account Value
    $103,683
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
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, CA, CO, FL, LA, NV, TX

Financial Advisors at Financial Security Management, Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Roy D. Gibson
CRD#: 2455517
2535 S Lewis Way, Suite 201, Lakewood, CO 80227
96
Wealthminder
score

Roy Gibson (CRD# 2455517) is an Investment Advisor Representative working at Financial Security Management, Inc. in Lakewood, CO and has over 23 years of experience in the finance industry. Roy Gibson 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
Douglas F. Johnson
CRD#: 1803219
2535 S Lewis Way, Suite 201, Lakewood, CO 80227
93
Wealthminder
score

Douglas Johnson (CRD# 1803219) is an Investment Advisor Representative working at Financial Security Management, Inc. in Lakewood, CO and has over 12 years of experience in the finance industry.

3
Jeffrey S. Larkin
CRD#: 2425890
2535 S Lewis Way, Suite 201, Lakewood, CO 80227
93
Wealthminder
score

Jeffrey Larkin (CRD# 2425890) is an Investment Advisor Representative working at Financial Security Management, Inc. in Lakewood, CO and has over 7 years of experience in the finance industry.

4
Kelli A. Wallace
CRD#: 2189085
2535 S Lewis Way, Suite 201, Lakewood, CO 80227
93
Wealthminder
score

Kelli Wallace (CRD# 2189085) is an Investment Advisor Representative working at Financial Security Management, Inc. in Lakewood, CO and has over 25 years of experience in the finance industry.

5
John R. Judd
CRD#: 6015595
2535 S Lewis Way, Suite 201, Lakewood, CO 80227
89
Wealthminder
score

John Judd (CRD# 6015595) is an Investment Advisor Representative working at Financial Security Management, Inc. in Lakewood, CO and has over 3 years of experience in the finance industry.

6
Sara L. Keith
CRD#: 6222359
2535 S Lewis Way, Suite 201, Lakewood, CO 80227
88
Wealthminder
score

Sara Keith (CRD# 6222359) is an Investment Advisor Representative working at Financial Security Management, Inc. in Lakewood, CO and has over 3 years of experience in the finance industry.

7
Jared S. Price
CRD#: 6348005
2535 S Lewis Way, Suite 201, Lakewood, CO 80227
88
Wealthminder
score

Jared Price (CRD# 6348005) is an Investment Advisor Representative working at Financial Security Management, Inc. in Lakewood, CO and has over 3 years of experience in the finance industry.

8
Jeffrey S. Torrison
CRD#: 1695663
575 Union Blvd, Suite 200, Lakewood, CO 80228
76
Wealthminder
score

Jeffrey Torrison (CRD# 1695663) is an Investment Advisor Representative working at Financial Security Management, Inc. in Lakewood, CO and has over 11 years of experience in the finance industry. Jeffrey Torrison 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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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.