Gold Medal Waters, Inc.

Gold Medal Waters, Inc. (CRD# 132294) is a financial advisory firm headquartered in Boulder, CO. They manage $72,919,188 in 98 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    98
    ACCOUNTS
  • Average Account Value
    $744,073
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • 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.

CO, IL

Financial Advisors at Gold Medal Waters, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Matthew Kelley
CRD#: 4504752
4551 13th Street, Boulder, CO 80304
103
Wealthminder
score

Matthew Kelley (CRD# 4504752) is an Investment Advisor Representative working at Gold Medal Waters, Inc. in Boulder, CO and has over 15 years of experience in the finance industry. Matthew Kelley 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 putclients' interests first and comply with the Financial Planning Practice Standards.

2
Deborah Yeats
CRD#: 4168253
4551 13th Street, Boulder, CO 80304
103
Wealthminder
score

Deborah Yeats (CRD# 4168253) is an Investment Advisor Representative working at Gold Medal Waters, Inc. in Boulder, CO and has over 15 years of experience in the finance industry. Deborah Yeats 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 putclients' interests first and comply with the Financial Planning Practice Standards.

3
David Bright
CRD#: 5250412
4551 13th Street, Boulder, CO 80304
100
Wealthminder
score

David Bright (CRD# 5250412) is an Investment Advisor Representative working at Gold Medal Waters, Inc. in Boulder, CO and has over 8 years of experience in the finance industry. David Bright is also a Medical Doctor. He focused his medical career on Emergency Medicine, Family Practice, and Hyberbaric Medicine. David now works part time in Urgent Care medicine in Denver.

4
Maryan Jaross
CRD#: 4633670
4551 13th Street, Boulder, CO 80304
100
Wealthminder
score

Maryan Jaross (CRD# 4633670) is an Investment Advisor Representative working at Gold Medal Waters, Inc. in Boulder, CO and has over 12 years of experience in the finance industry.

5
Andrew Gartland
CRD#: 6392930
4551 13th Street, Boulder, CO 80304
95
Wealthminder
score

Andrew Gartland (CRD# 6392930) is an Investment Advisor Representative and Portfolio & Planning Analyst working at Gold Medal Waters, Inc. in Boulder, CO and has 3 years of experience in the finance industry. Andrew Gartland has taken additional exams to become a Chartered Retirement Planning Counselor (CRPC®). CRPC professionals must pass the comprehensive CRPC Certification Examination.

6
David Brown
CRD#: 6392864
4551 13th Street, Boulder, CO 80304
94
Wealthminder
score

David Brown (CRD# 6392864) is an Senior Financial Advisor working at Gold Medal Waters, Inc. in Boulder, CO and has over 25 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.