It's Not Just Money, Inc.

It's Not Just Money, Inc. (CRD# 113372) is a financial advisory firm headquartered in Colorado Springs, CO. They serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

CO, MA, MI, TX

Financial Advisors at It's Not Just Money, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Linda Y. Leitz
CRD#: 2311643
1271 Kelly Johnson Blvd, Suite 240, Colorado Springs, CO 80920
96
Wealthminder
score

Linda Leitz (CRD# 2311643) is an Investment Advisor Representative working at It's Not Just Money, Inc. in Colorado Springs, CO and has over 23 years of experience in the finance industry. Linda Leitz 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
Jane M. Young
CRD#: 2771257
1271 Kelly Johnson Blvd, Suite 240, Colorado Springs, CO 80920
96
Wealthminder
score

Jane Young (CRD# 2771257) is an Investment Advisor Representative working at It's Not Just Money, Inc. in Colorado Springs, CO and has over 19 years of experience in the finance industry. Jane Young 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.

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