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).

By the Numbers
  • Total Assets Under Management
    194
    MILLION
  • Total Number of Accounts
    547
    ACCOUNTS
  • Average Account Value
    $353,973
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, FL, IL, NE, TX, WI

Financial Advisors at Gold Medal Waters, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
David Brown
CRD#: 6392864
Lafayette, CO

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.

2
David L. Day
CRD#: 6429357
Boulder, CO

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.

3
Maryan Jaross
CRD#: 4633670
Louisville, CO

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.

4
Matthew Kelley
CRD#: 4504752
Boulder, CO

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.

5
David Plotkin
CRD#: 5938006
Saint Petersburg, FL

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.

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