Colquette Group, Inc.

Colquette Group, Inc. (CRD# 164315) is a financial advisory firm headquartered in Chattanooga, TN. They manage $23,322,500 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
6918 Shallowford Rd, Suite 205, Chattanooga, TN 37421
https://www.linkedin.com/in/corycolquette/
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $1,166,125
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
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.

TN

Financial Advisors at Colquette Group, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
John Madzin, financial advisor Chattanooga TN
John P. Madzin
CRD#: 2898931
Chattanooga, TN
96
Wealthminder
score

John Madzin (CRD# 2898931) is an Investment Advisor Representative working at Colquette Group, Inc. in Chattanooga, TN and has over 9 years of experience in the finance industry. John Madzin 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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