Mathies Financial Partners

Mathies Financial Partners (CRD# 150079) is a financial advisory firm headquartered in Colorado Springs, CO. They manage $69,103,635 in 1,200 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2139 Chuckwagon Rd. Ste. 200, Colorado Springs, CO 80919
https://www.facebook.com/mathiesfp
By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    1,200
    ACCOUNTS
  • Average Account Value
    $57,586
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at Mathies Financial Partners
Showing 1 - 5 of 5 top financial advisors.
1
Stephen Foltz, financial advisor Colorado Springs CO
Stephen L. Foltz
CRD#: 5861916
2860 S Circle Drive #320, Colorado Springs, CO 80906

Stephen Foltz (CRD# 5861916) is an Investment Advisor Representative working at Mathies Financial Partners in Colorado Springs, CO and has over 13 years of experience in the finance industry.

2
Jeffrey Mathies, financial advisor Colorado Springs CO
Jeffrey Mathies
CRD#: 5378354
2139 Chuckwagon Rd. Ste. 200, Colorado Springs, CO 80919

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.

3
Jeffrey Young, financial advisor Greenwood Village CO
Jeffrey R. Young
CRD#: 5084173
6041 S. Syracuse Way #250, Greenwood Village, CO 80111

Jeffrey Young (CRD# 5084173) is an Investment Advisor Representative working at Mathies Financial Partners in Greenwood Village, CO and has over 18 years of experience in the finance industry.

4
Caleb Moore, financial advisor Colorado Springs CO
Caleb A. Moore
CRD#: 7434490
2139 Chuckwagon Rd. Ste. 200, Colorado Springs, CO 80919

Caleb Moore (CRD# 7434490) is an Investment Advisor Representative working at Mathies Financial Partners in Colorado Springs, CO and has over 2 years of experience in the finance industry.

5
Lindsey Turner, financial advisor Colorado Springs CO
Lindsey L. Turner
CRD#: 7749778
2139 Chuckwagon Rd. Ste. 200, Colorado Springs, CO 80919

Lindsey Turner (CRD# 7749778) is an Investment Advisor Representative working at Mathies Financial Partners in Colorado Springs, CO and has 1 year of experience in the finance industry.

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.

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