Intervest International, Inc.

Intervest International, Inc. (CRD# 111516) is a financial advisory firm headquartered in Colorado Springs, CO. They manage $124,454,289 in 809 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    124
    MILLION
  • Total Number of Accounts
    809
    ACCOUNTS
  • Average Account Value
    $153,837
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV

Financial Advisors at Intervest International, Inc.
Showing 1 - 10 of 34 top financial advisors.
1
David H. Arnold
CRD#: 864817
1980 Dominion Way, Suite 202, Colorado Springs, CO 80918

David Arnold (CRD# 864817) is an Investment Advisor Representative working at Intervest International, Inc. in Colorado Springs, CO and has over 19 years of experience in the finance industry. David Arnold 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
Kevin S. Bachmann
CRD#: 1406637
Riverview, FL

Kevin Bachmann (CRD# 1406637) is an Investment Advisor Representative working at Intervest International, Inc. in Riverview, FL and has over 36 years of experience in the finance industry.

3
Jose L. Blanco
CRD#: 2436518
161 Madison Ave Ste 230, Morristown, NJ 07960

Jose Blanco (CRD# 2436518) is an Investment Advisor Representative working at Intervest International, Inc. in Morristown, NJ and has over 16 years of experience in the finance industry.

4
Carl T. Box
CRD#: 731729
10 Hamlet Rd, Haverhill, CB9 8

Carl Box (CRD# 731729) is an Investment Advisor Representative working at Intervest International, Inc. in Haverhill, and has over 12 years of experience in the finance industry.

5
John F. Carr
CRD#: 2075448
1980 Dominion Way, Suite 202, Colorado Springs, CO 80918

John Carr (CRD# 2075448) is an Investment Advisor Representative working at Intervest International, Inc. in Colorado Springs, CO and has over 27 years of experience in the finance industry. John Carr 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.

6
Craig L. Carson
CRD#: 41892
1980 Dominion Way Ste 101, Colorado Springs, CO 80918

Craig Carson (CRD# 41892) is an Investment Advisor Representative working at Intervest International, Inc. in Colorado Springs, CO and has over 41 years of experience in the finance industry.

7
Stephen A. Colavito
CRD#: 50391
256 Palmer Place Lane Ne, Ludowici, GA 31316

Stephen Colavito (CRD# 50391) is an Investment Advisor Representative working at Intervest International, Inc. in Ludowici, GA and has over 25 years of experience in the finance industry.

8
Kim L. Cowdell
CRD#: 1065494
1980 Dominion Way, Suite 202, Colorado Springs, CO 80918

Kim Cowdell (CRD# 1065494) is an Investment Advisor Representative working at Intervest International, Inc. in Colorado Springs, CO and has over 39 years of experience in the finance industry. Kim Cowdell 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.

9
John H. Doney
CRD#: 7025978
San Diego, CA

John Doney (CRD# 7025978) is an Investment Advisor Representative working at Intervest International, Inc. in San Diego, CA and has over 3 years of experience in the finance industry.

10
Jonathan E. Ellefson
CRD#: 1625977
552 E Fm 2410, Harker Heights, TX 76548

Jonathan Ellefson (CRD# 1625977) is an Investment Advisor Representative working at Intervest International, Inc. in Harker Heights, TX and has over 34 years of experience in the finance industry.

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