Gold Medal Waters, Inc.
Gold Medal Waters, Inc. (CRD# 132294) is a financial advisory firm headquartered in Boulder, CO. They manage $193,623,148 in 547 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management194MILLION
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Total Number of Accounts547ACCOUNTS
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Average Account Value$353,973
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CO, FL, IL, NE, TX, WI
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.
David Day (CRD# 6429357) is an Investment Advisor Representative working at Gold Medal Waters, Inc. in Boulder, CO and has over 9 years of experience in the finance industry.
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.
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.
David Plotkin (CRD# 5938006) is an Investment Advisor Representative working at Gold Medal Waters, Inc. in Saint Petersburg, FL and has over 11 years of experience in the finance industry.