Nvest Advisors, LLC
Nvest Advisors, LLC (CRD# 277064) is a financial advisory firm headquartered in Colorado Springs, CO. They manage $15,599,804 in 189 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management16MILLION
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Total Number of Accounts189ACCOUNTS
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Average Account Value$82,539
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
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, KS, TX, UT
Financial Advisors at Nvest Advisors, LLC
1
Jeremy Torgerson (CRD# 5546264) is the CEO and Senior Investment Advisor Representative at nVest Advisors, LLC in Texas and Colorado, and has over 10 years of experience in the finance industry.
2
Joshua Torgerson (CRD# 7809785) is an Investment Advisor Representative working at Nvest Advisors, LLC in Colorado Springs, CO and has 1 year of experience in the finance industry.
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