Intervest International, Inc.

Intervest International, Inc. (CRD# 111516) is a financial advisory firm headquartered in Colorado Springs, CO. They manage $39,933,048 in 356 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    356
    ACCOUNTS
  • Average Account Value
    $112,171
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
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 16 top financial advisors.
1
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 30 years of experience in the finance industry.

2
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 41 years of experience in the finance industry.

3
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 37 years of experience in the finance industry.

4
Jeffrey S. Geraci
CRD#: 1839469
1980 Dominion Way, Suite 202, Colorado Springs, CO 80918

Jeffrey Geraci (CRD# 1839469) is an Investment Advisor Representative working at Intervest International, Inc. in Colorado Springs, CO and has over 35 years of experience in the finance industry.

5
Michael D. Guilliatt
CRD#: 1106547
1980 Dominion Way, Suite 202, Colorado Springs, CO 80918

Michael Guilliatt (CRD# 1106547) is an Investment Advisor Representative working at Intervest International, Inc. in Colorado Springs, CO and has over 38 years of experience in the finance industry.

6
Thomas R. Kay
CRD#: 1360575
1980 Dominion Way, Suite 202, Colorado Springs, CO 80918

Thomas Kay (CRD# 1360575) 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.

7
Paul D. McLemore
CRD#: 3110371
Aurora, CO

Paul McLemore (CRD# 3110371) is an Investment Advisor Representative working at Intervest International, Inc. in Aurora, CO and has over 25 years of experience in the finance industry.

8
Travis M. Moore
CRD#: 4863008
810 Travelers Blvd Ste A-2, Summerville, SC 29485

Travis Moore (CRD# 4863008) is an Investment Advisor Representative working at Intervest International, Inc. in Summerville, SC and has over 19 years of experience in the finance industry.

9
Timothy K. O'brien
CRD#: 5798481
1980 Dominion Way, Suite 202, Colorado Springs, CO 80918

Timothy O'brien (CRD# 5798481) is an Investment Advisor Representative working at Intervest International, Inc. in Colorado Springs, CO and has over 11 years of experience in the finance industry.

10
Charles J. Russ
CRD#: 5538408
1980 Dominion Way, Suite 202, Colorado Springs, CO 80918

Charles Russ (CRD# 5538408) is an Investment Advisor Representative working at Intervest International, Inc. in Colorado Springs, CO and has over 15 years of experience in the finance industry.

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