Petra Financial Advisors Inc.

Petra Financial Advisors Inc. (CRD# 107196) is a financial advisory firm headquartered in Colorado Springs, CO. They manage $132,462,648 in 579 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    132
    MILLION
  • Total Number of Accounts
    579
    ACCOUNTS
  • Average Account Value
    $228,778
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
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.

CA, CO, NE, TX, WA

Financial Advisors at Petra Financial Advisors Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Jonathan S. Forbes
CRD#: 6142082
2 North Nevada Ave Suite 1300, Colorado Springs, CO 80903
90
Wealthminder
score

Jonathan Forbes (CRD# 6142082) is an Investment Advisor Representative working at Petra Financial Advisors Inc. in Colorado Springs, CO and has 1 year of experience in the finance industry. Jonathan Forbes 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
Connie L. Hancock
CRD#: 6385402
2 North Nevada Ave Suite 1300, Colorado Springs, CO 80903
90
Wealthminder
score

Connie Hancock (CRD# 6385402) is an Investment Advisor Representative working at Petra Financial Advisors Inc. in Colorado Springs, CO and has 1 year of experience in the finance industry. Connie Hancock 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.

3
Crystal F. Karstens
CRD#: 6876013
2 North Nevada Ave Suite 1300, Colorado Springs, CO 80903
87
Wealthminder
score

Crystal Karstens (CRD# 6876013) is an Investment Advisor Representative working at Petra Financial Advisors Inc. in Colorado Springs, CO and has 1 year of experience in the finance industry.

4
David S. Forbes
CRD#: 1069819
2 North Nevada Ave Suite 1300, Colorado Springs, CO 80903
76
Wealthminder
score

David Forbes (CRD# 1069819) is an Investment Advisor Representative working at Petra Financial Advisors Inc. in Colorado Springs, CO and has over 23 years of experience in the finance industry. David Forbes 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.

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