Ntb Advisors, A Division Of Ntb Financial Corporation

Ntb Advisors, A Division Of Ntb Financial Corporation (CRD# 7425) is a financial advisory firm headquartered in Centennial, CO. They manage $281,834,865 in 1,099 accounts and serve the financial needs of clients across 31 states (or territories).

By the Numbers
  • Total Assets Under Management
    282
    MILLION
  • Total Number of Accounts
    1,099
    ACCOUNTS
  • Average Account Value
    $256,447
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
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, DC, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NM, NY, OH, OR, PA, TN, TX, UT, VA, VT, WA

Financial Advisors at Ntb Advisors, A Division Of Ntb Financial Corporation
Showing 1 - 10 of 28 top financial advisors.
1
Lesley M. Shiffrin
CRD#: 1421059
9540 South Maroon Circle, Suite 250, Englewood, CO 80112
96
Wealthminder
score

Lesley Shiffrin (CRD# 1421059) is an Investment Advisor Representative working at Ntb Advisors, A Division Of Ntb Financial Corporation in Englewood, CO and has over 27 years of experience in the finance industry. Lesley Shiffrin 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.

2
Stacie R. Craddock
CRD#: 4317581
9540 South Maroon Circle, Suite 250, Centennial, CO 80112
93
Wealthminder
score

Stacie Craddock (CRD# 4317581) is an Investment Advisor Representative working at Ntb Advisors, A Division Of Ntb Financial Corporation in Centennial, CO and has over 11 years of experience in the finance industry.

3
Paul B. Davis
CRD#: 1630803
9540 South Maroon Circle, Suite 250, Englewood, CO 80112
93
Wealthminder
score

Paul Davis (CRD# 1630803) is an Investment Advisor Representative working at Ntb Advisors, A Division Of Ntb Financial Corporation in Englewood, CO and has over 31 years of experience in the finance industry.

4
Timothy C. Jordan
CRD#: 2446542
9540 South Maroon Circle, Suite 250, Englewood, CO 80112
93
Wealthminder
score

Timothy Jordan (CRD# 2446542) is an Investment Advisor Representative working at Ntb Advisors, A Division Of Ntb Financial Corporation in Englewood, CO and has over 24 years of experience in the finance industry.

5
Walter R. Lasley
CRD#: 1051937
9540 South Maroon Circle, Suite 250, Centennial, CO 80112
93
Wealthminder
score

Walter Lasley (CRD# 1051937) is an Investment Advisor Representative working at Ntb Advisors, A Division Of Ntb Financial Corporation in Centennial, CO and has over 35 years of experience in the finance industry.

6
Donald S. McKinney
CRD#: 2398105
9540 South Maroon Circle, Suite 250, Centennial, CO 80112
93
Wealthminder
score

Donald McKinney (CRD# 2398105) is an Investment Advisor Representative working at Ntb Advisors, A Division Of Ntb Financial Corporation in Centennial, CO and has over 24 years of experience in the finance industry.

7
Michael J. Morgan
CRD#: 1437315
9540 South Maroon Circle, Suite 250, Centennial, CO 80112
93
Wealthminder
score

Michael Morgan (CRD# 1437315) is an Investment Advisor Representative working at Ntb Advisors, A Division Of Ntb Financial Corporation in Centennial, CO and has over 32 years of experience in the finance industry.

8
Anthony B. Petrelli
CRD#: 809169
9540 South Maroon Circle, Suite 250, Centennial, CO 80112
93
Wealthminder
score

Anthony Petrelli (CRD# 809169) is an Investment Advisor Representative working at Ntb Advisors, A Division Of Ntb Financial Corporation in Centennial, CO and has over 34 years of experience in the finance industry.

9
Bo G. Pihl
CRD#: 4612356
9540 South Maroon Circle, Suite 250, Englewood, CO 80112
93
Wealthminder
score

Bo Pihl (CRD# 4612356) is an Investment Advisor Representative working at Ntb Advisors, A Division Of Ntb Financial Corporation in Englewood, CO and has over 11 years of experience in the finance industry.

10
Lynn Probst
CRD#: 5716463
6747 Taft St., Arvada, CO 80004
93
Wealthminder
score

Lynn Probst (CRD# 5716463) is an Investment Advisor Representative working at Ntb Advisors, A Division Of Ntb Financial Corporation in Arvada, CO and has over 8 years of experience in the finance industry.

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