Janiczek Wealth Management

Janiczek Wealth Management (CRD# 107156) is a financial advisory firm headquartered in Denver, CO. They manage $520,096,851 in 1,070 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    520
    MILLION
  • Total Number of Accounts
    1,070
    ACCOUNTS
  • Average Account Value
    $486,072
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
  • 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.

AZ, CA, CO, FL, GA, LA, NV, TX

Financial Advisors at Janiczek Wealth Management
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
7001 E. Belleview Avenue, Suite 600, Denver, CO 80237
96
Wealthminder
score

James Callahan (CRD# 2679930) is an Investment Advisor Representative working at Janiczek Wealth Management in Denver, CO and has over 22 years of experience in the finance industry.

3
Joseph J. Janiczek
CRD#: 1574991
7001 E. Belleview Avenue, Suite 600, Denver, CO 80237
96
Wealthminder
score

Joseph Janiczek (CRD# 1574991) is an Investment Advisor Representative working at Janiczek Wealth Management in Denver, CO and has over 29 years of experience in the finance industry.

4
Robert B. Siegrist
CRD#: 2970501
7001 E. Belleview Avenue, Suite 600, Denver, CO 80237
96
Wealthminder
score

Robert Siegrist (CRD# 2970501) is an Investment Advisor Representative working at Janiczek Wealth Management in Denver, CO and has over 19 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
Matthew T. Gray
CRD#: 6212838
7001 E. Belleview Avenue, Suite 600, Denver, CO 80237
93
Wealthminder
score

Matthew Gray (CRD# 6212838) is an Investment Advisor Representative working at Janiczek Wealth Management in Denver, CO and has over 4 years of experience in the finance industry. Matthew Gray 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
Kyle W. Kersting
CRD#: 5293158
7001 E. Belleview Avenue, Suite 600, Denver, CO 80237
93
Wealthminder
score

Kyle Kersting (CRD# 5293158) is an Investment Advisor Representative working at Janiczek Wealth Management in Denver, CO and has over 10 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.