Lotusgroup Advisors

Lotusgroup Advisors (CRD# 143379) is a financial advisory firm headquartered in Denver, CO. They manage $68,400,000 in 660 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    660
    ACCOUNTS
  • Average Account Value
    $103,636
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
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.

CA, CO, NY, TX

Financial Advisors at Lotusgroup Advisors
Showing 1 - 6 of 6 top financial advisors.
1
Andy Seth
CRD#: 5296525
201 Milwaukee Street, #200, Denver, CO 80206
100
Wealthminder
score

Andy Seth (CRD# 5296525) has been independently named “Five Star Wealth Manager, 2014 and 2015″, “Top 25 Most Influential Young Professionals in Colorado, 2012″ by ColoradoBiz Magazine, Denver Business Journal’s “Forty Under 40 in 2011” and selected as a finalist for “Denver’s Leader of the Year Award for 2011” and “Volunteer of the Year” by the editors of InvestmentNews. Andy leads the Private Client Advisor Group, leveraging his background working in client service and operations for Fortune 500 companies. Andy holds a Bachelor of Arts degree in both Economics and Spanish from Boston College, graduated from Culver Military Academy, and 2013 class speaker and graduate of Leadership Denver.

 

2
Raphael A. Martorello
CRD#: 4768833
201 Milwaukee Street, #200, Denver, CO 80206
93
Wealthminder
score

Raphael Martorello (CRD# 4768833) is an Investment Advisor Representative working at Lotusgroup Advisors in Denver, CO and has over 13 years of experience in the finance industry.

3
Cole Newcomer
CRD#: 5948339
201 Milwaukee Street, #200, Denver, CO 80206
90
Wealthminder
score

Cole Newcomer (CRD# 5948339) is an Investment Advisor Representative working at Lotusgroup Advisors in Denver, CO and has over 6 years of experience in the finance industry.

4
Stephanie L. Schlemeyer
CRD#: 5795426
201 Milwaukee Street, #200, Denver, CO 80206
90
Wealthminder
score

Stephanie Schlemeyer (CRD# 5795426) is an Investment Advisor Representative working at Lotusgroup Advisors in Denver, CO and has 1 year of experience in the finance industry.

5
Karsten Gucinski
CRD#: 6520132
201 Milwaukee Street, #200, Denver, CO 80206
87
Wealthminder
score

Karsten Gucinski (CRD# 6520132) is an Investment Advisor Representative working at Lotusgroup Advisors in Denver, CO and has over 2 years of experience in the finance industry.

6
Nicholas S. Pirnack
CRD#: 5717464
201 Milwaukee Street, #200, Denver, CO 80206
73
Wealthminder
score

Nicholas Pirnack (CRD# 5717464) is an Investment Advisor Representative working at Lotusgroup Advisors in Denver, CO and has over 7 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.