Intervest International, Inc.

Intervest International, Inc. (CRD# 111516) is a financial advisory firm headquartered in Colorado Springs, CO. They manage $92,301,000 in 400 accounts and serve the financial needs of clients across 49 states (or territories).

By the Numbers
  • Total Assets Under Management
    92
    MILLION
  • Total Number of Accounts
    400
    ACCOUNTS
  • Average Account Value
    $230,753
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
  • 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 35 top financial advisors.
1
Mark R. Oslebo
CRD#: 1037074
1980 Dominion Way, Suite 202, Colorado Springs, CO 80918
101
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 putclients' interests first and comply with the Financial Planning Practice Standards.
2
Scott R. Tucker
CRD#: 5515380
1980 Dominion Way, Suite 202, Colorado Springs, CO 80918
98
Wealthminder
score

Scott Tucker (CRD# 5515380) is an Investment Advisor Representative working at Intervest International, Inc. in Colorado Springs, CO and has over 10 years of experience in the finance industry.

3
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 16 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.

4
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 26 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.

5
William C. Frye
CRD#: 721405
Centennial, CO
96
Wealthminder
score

William Frye (CRD# 721405) is an Investment Advisor Representative working at Intervest International, Inc. in Centennial, CO and has over 18 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.

6
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 32 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.

7
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 13 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.

8
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 34 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.

9
Stephen A. Colavito
CRD#: 50391
Mackenbach,
93
Wealthminder
score

Stephen Colavito (CRD# 50391) is an Investment Advisor Representative working at Intervest International, Inc. in Mackenbach, and has over 21 years of experience in the finance industry.

10
Edward A. Hindman
CRD#: 1395357
1980 Dominion Way, Suite 202, Colorado Springs, CO 80918
93
Wealthminder
score

Edward Hindman (CRD# 1395357) 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.

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