Petra Financial Advisors Inc.

Petra Financial Advisors Inc. (CRD# 107196) is a financial advisory firm headquartered in Colorado Springs, CO. They manage $357,186,375 in 1,185 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    357
    MILLION
  • Total Number of Accounts
    1,185
    ACCOUNTS
  • Average Account Value
    $301,423
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, LA, NE, NV, OR, TX, WA

Financial Advisors at Petra Financial Advisors Inc.
Showing 1 - 7 of 7 top financial advisors.
1
David S. Forbes
CRD#: 1069819
2 North Nevada Ave Suite 1300, Colorado Springs, CO 80903

David Forbes (CRD# 1069819) is an Investment Advisor Representative working at Petra Financial Advisors Inc. in Colorado Springs, CO and has over 29 years of experience in the finance industry.

2
Jonathan S. Forbes
CRD#: 6142082
2 North Nevada Ave Suite 1300, Colorado Springs, CO 80903

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.

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

Crystal Karstens (CRD# 6876013) is an Investment Advisor Representative working at Petra Financial Advisors Inc. in Colorado Springs, CO and has over 6 years of experience in the finance industry.

4
Lisa A. Malick
CRD#: 6015988
370 Interlocken Blvd, Suite 525, Broomfield, CO 80021

Lisa Malick (CRD# 6015988) is an Investment Advisor Representative working at Petra Financial Advisors Inc. in Broomfield, CO and has over 12 years of experience in the finance industry.

5
John P. Pfaffmann
CRD#: 2060427
2181 E. Warner Rd, Suite 101, Tempe, AZ 85284

John Pfaffmann (CRD# 2060427) is an Investment Advisor Representative working at Petra Financial Advisors Inc. in Tempe, AZ and has over 33 years of experience in the finance industry.

6
Shannon J. Ross
CRD#: 7030233
2 North Nevada Ave Suite 1300, Colorado Springs, CO 80903

Shannon Ross (CRD# 7030233) is an Investment Advisor Representative working at Petra Financial Advisors Inc. in Colorado Springs, CO and has over 5 years of experience in the finance industry.

7
Jennifer K. Hernandez
CRD#: 7296984
2 N. Nevada Ave., Suite #1300, Colorado Springs, CO 80903

Jennifer Hernandez (CRD# 7296984) 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.

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