Personal Benefit Services Of Colorado, Inc.

Personal Benefit Services Of Colorado, Inc. (CRD# 127066) is a financial advisory firm headquartered in Wheat Ridge, CO. They manage $62,055,432 in 400 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    400
    ACCOUNTS
  • Average Account Value
    $155,139
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • 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, CO, DC, MD, MN, VA

Financial Advisors at Personal Benefit Services Of Colorado, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Neal L. Creswell
CRD#: 57031
4875 Ward Rd, Ste 100, Wheat Ridge, CO 80033
96
Wealthminder
score

Neal Creswell (CRD# 57031) is an Investment Advisor Representative working at Personal Benefit Services Of Colorado, Inc. in Wheat Ridge, CO and has over 33 years of experience in the finance industry.

2
Sharon J. Evans
CRD#: 4146079
4875 Ward Rd, Ste 100, Wheat Ridge, CO 80033
93
Wealthminder
score

Sharon Evans (CRD# 4146079) is an Investment Advisor Representative working at Personal Benefit Services Of Colorado, Inc. in Wheat Ridge, CO and has over 10 years of experience in the finance industry.

3
Dennis E. Marshall
CRD#: 3094109
4875 Ward Rd, Ste 100, Wheat Ridge, CO 80033
93
Wealthminder
score

Dennis Marshall (CRD# 3094109) is an Investment Advisor Representative working at Personal Benefit Services Of Colorado, Inc. in Wheat Ridge, CO and has over 15 years of experience in the finance industry.

4
Kristin L. Schoenfelder
CRD#: 5534502
5620 Ward Road, Suite 100a, Arvada, CO 80002
93
Wealthminder
score

Kristin Schoenfelder (CRD# 5534502) is an Investment Advisor Representative working at Personal Benefit Services Of Colorado, Inc. in Arvada, CO and has over 5 years of experience in the finance industry.

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