Intervest International, Inc.

Intervest International, Inc. (CRD# 111516) is a financial advisory firm headquartered in Colorado Springs, CO. They manage $541,334,000 in 518 accounts and serve the financial needs of clients across 49 states (or territories).

By the Numbers
  • Total Assets Under Management
    541
    MILLION
  • Total Number of Accounts
    518
    ACCOUNTS
  • Average Account Value
    $1,045,046
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • 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, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV

Financial Advisors at Intervest International, Inc.
Showing 1 - 10 of 40 top financial advisors.
1
David H. Arnold
CRD#: 864817
1980 Dominion Way, Suite 202, Colorado Springs, CO 80918
96
Wealthminder
score

David Arnold (CRD# 864817) is an Investment Advisor Representative working at Intervest International, Inc. in Colorado Springs, CO and has over 14 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
Paul S. Bolen
CRD#: 2200522
810 Travelers Blvd, Ate A2, Summerville, SC 29485
96
Wealthminder
score

Paul Bolen (CRD# 2200522) is an Investment Advisor Representative working at Intervest International, Inc. in Summerville, SC and has over 24 years of experience in the finance industry. Paul Bolen 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.

3
William C. Frye
CRD#: 721405
Englewood, CO
96
Wealthminder
score

William Frye (CRD# 721405) is an Investment Advisor Representative working at Intervest International, Inc. in Englewood, CO and has over 17 years of experience in the finance industry. William Frye 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.

4
Michael D. Guilliatt
CRD#: 1106547
1980 Dominion Way, Suite 202, Colorado Springs, CO 80918
96
Wealthminder
score

Michael Guilliatt (CRD# 1106547) is an Investment Advisor Representative working at Intervest International, Inc. in Colorado Springs, CO and has over 31 years of experience in the finance industry. Michael Guilliatt 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.

5
Travis M. Moore
CRD#: 4863008
810 Travelers Blvd Ste A-2, Summerville, SC 29485
96
Wealthminder
score

Travis Moore (CRD# 4863008) is an Investment Advisor Representative working at Intervest International, Inc. in Summerville, SC and has over 12 years of experience in the finance industry. Travis Moore 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
Mark R. Oslebo
CRD#: 1037074
1980 Dominion Way, Suite 202, Colorado Springs, CO 80918
96
Wealthminder
score

Mark Oslebo (CRD# 1037074) is an Investment Advisor Representative working at Intervest International, Inc. in Colorado Springs, CO and has over 30 years of experience in the finance industry. Mark Oslebo 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.

7
David M. Smith
CRD#: 850797
1980 Dominion Way, Suite 202, Colorado Springs, CO 80918
96
Wealthminder
score

David Smith (CRD# 850797) is an Investment Advisor Representative working at Intervest International, Inc. in Colorado Springs, CO and has over 33 years of experience in the finance industry. David Smith 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.

8
Todd A. Blackwell
CRD#: 4525860
18 Palmetto Way Ste B, Bluffton, SC 29910
93
Wealthminder
score

Todd Blackwell (CRD# 4525860) is an Investment Advisor Representative working at Intervest International, Inc. in Bluffton, SC and has over 14 years of experience in the finance industry.

9
Stephen A. Colavito
CRD#: 50391
1980 Dominion Way, Suite 202, Colorado Springs, CO 80918
93
Wealthminder
score

Stephen Colavito (CRD# 50391) is an Investment Advisor Representative working at Intervest International, Inc. in Colorado Springs, CO and has over 20 years of experience in the finance industry.

10
Jason P. Lavarias
CRD#: 4666332
Norfolk, VA
93
Wealthminder
score

Jason Lavarias (CRD# 4666332) is an Investment Advisor Representative working at Intervest International, Inc. in Norfolk, VA and has over 13 years of experience in the finance industry.

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