Mathies Financial Partners

Mathies Financial Partners (CRD# 150079) is a financial advisory firm headquartered in Colorado Springs, CO. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning 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

Financial Advisors at Mathies Financial Partners
Showing 1 - 4 of 4 top financial advisors.
1
Jeffrey Mathies
CRD#: 5378354
2860 S. Circle Drive, Suite 320, Colorado Springs, CO 80906
98
Wealthminder
score

Jeffrey Mathies (CRD# 5378354) is an Investment Advisor Representative working at Mathies Financial Partners in Colorado Springs, CO and has over 7 years of experience in the finance industry.

2
Stephen L. Foltz
CRD#: 5861916
2860 S Circle Drive #320, Colorado Springs, CO 80906
93
Wealthminder
score

Stephen Foltz (CRD# 5861916) is an Investment Advisor Representative working at Mathies Financial Partners in Colorado Springs, CO and has over 6 years of experience in the finance industry.

3
Nicklos K. Naseman
CRD#: 5516605
2860 S. Circle Drive, Suite 320, Colorado Springs, CO 80906
93
Wealthminder
score

Nicklos Naseman (CRD# 5516605) is an Investment Advisor Representative working at Mathies Financial Partners in Colorado Springs, CO and has over 9 years of experience in the finance industry.

4
Jeffrey R. Young
CRD#: 5084173
6041 S. Syracuse Way #250, Greenwood Village, CO 80111
93
Wealthminder
score

Jeffrey Young (CRD# 5084173) is an Investment Advisor Representative working at Mathies Financial Partners in Greenwood Village, CO and has over 11 years of experience in the finance industry.

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Disclosure
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.