Janiczek & Company, Ltd.

Janiczek & Company, Ltd. (CRD# 107156) is a financial advisory firm headquartered in Greenwood Village, CO. They manage $417,863,254 in 968 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    418
    MILLION
  • Total Number of Accounts
    968
    ACCOUNTS
  • Average Account Value
    $431,677
Compensation Options
  • A percentage of assets under your management
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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, FL, GA, LA, NE, TX

Financial Advisors at Janiczek & Company, Ltd.
Showing 1 - 6 of 6 top financial advisors.
1
Brian E. O'Neil
CRD#: 2586624
8400 E. Crescent Parkway, Suite 160, Greenwood Village, CO 80111
101
Wealthminder
score

Brian O'Neil is an Investment Advisor Representative working at Janiczek & Co. Ltd in Greenwood Village, CO and has over 20 years of experience in the finance industry. Brian O'neil 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
James B. Callahan
CRD#: 2679930
8400 E. Crescent Parkway, Suite 160, Greenwood Village, CO 80111
96
Wealthminder
score

James Callahan (CRD# 2679930) is an Investment Advisor Representative working at Janiczek & Company, Ltd. in Greenwood Village, CO and has over 21 years of experience in the finance industry.

3
Joseph J. Janiczek
CRD#: 1574991
8400 E. Crescent Parkway, Suite 160, Greenwood Village, CO 80111
96
Wealthminder
score

Joseph Janiczek (CRD# 1574991) is an Investment Advisor Representative working at Janiczek & Company, Ltd. in Greenwood Village, CO and has over 28 years of experience in the finance industry.

4
Robert B. Siegrist
CRD#: 2970501
8400 E. Crescent Parkway, Suite 160, Greenwood Village, CO 80111
96
Wealthminder
score

Robert Siegrist (CRD# 2970501) is an Investment Advisor Representative working at Janiczek & Company, Ltd. in Greenwood Village, CO and has over 18 years of experience in the finance industry. Robert Siegrist 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
Kyle W. Kersting
CRD#: 5293158
8400 E. Crescent Parkway, Suite 160, Greenwood Village, CO 80111
93
Wealthminder
score

Kyle Kersting (CRD# 5293158) is an Investment Advisor Representative working at Janiczek & Company, Ltd. in Greenwood Village, CO and has over 8 years of experience in the finance industry.

6
Matthew T. Gray
CRD#: 6212838
8400 E. Crescent Parkway, Suite 160, Greenwood Village, CO 80111
90
Wealthminder
score

Matthew Gray (CRD# 6212838) is an Investment Advisor Representative working at Janiczek & Company, Ltd. in Greenwood Village, CO and has over 3 years of experience in the finance industry.

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