Presidential Brokerage, Inc.

Presidential Brokerage, Inc. (CRD# 28784) is a financial advisory firm headquartered in Greenwood Village, CO. They manage $72,947,770 in 858 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    858
    ACCOUNTS
  • Average Account Value
    $85,021
Compensation Options
  • A percentage of assets under your management
  • 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)
  • Educational seminars/workshops
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, MN, TX

Financial Advisors at Presidential Brokerage, Inc.
Showing 1 - 10 of 27 top financial advisors.
1
Malcolm A. Horn
CRD#: 4400073
5445 Dtc Parkway, Suite 1100, Greenwood Village, CO 80111
96
Wealthminder
score

Malcolm Horn (CRD# 4400073) is an Investment Advisor Representative working at Presidential Brokerage, Inc. in Greenwood Village, CO and has over 15 years of experience in the finance industry. Malcolm Horn 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
Peter F. Lengsfeld
CRD#: 2602766
5445 Dtc Parkway, Suite 1100, Greenwood Village, CO 80111
96
Wealthminder
score

Peter Lengsfeld (CRD# 2602766) is an Investment Advisor Representative working at Presidential Brokerage, Inc. in Greenwood Village, CO and has over 21 years of experience in the finance industry. Peter Lengsfeld 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
Marla A. Mason
CRD#: 4663035
5445 Dtc Parkway, Suite 1100, Greenwood Village, CO 80111
96
Wealthminder
score

Marla Mason (CRD# 4663035) is an Investment Advisor Representative working at Presidential Brokerage, Inc. in Greenwood Village, CO and has over 13 years of experience in the finance industry. Marla Mason 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.

4
Lawrence K. Vassar
CRD#: 705481
5445 Dtc Parkway, Suite 1100, Greenwood Village, CO 80111
96
Wealthminder
score

Lawrence Vassar (CRD# 705481) is an Investment Advisor Representative working at Presidential Brokerage, Inc. in Greenwood Village, CO and has over 33 years of experience in the finance industry. Lawrence Vassar 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.

5
Marilyn S. Weaver
CRD#: 1173151
5445 Dtc Parkway Suite 1050, Greenwood Village, CO 80111
96
Wealthminder
score

Marilyn Weaver (CRD# 1173151) is an Investment Advisor Representative working at Presidential Brokerage, Inc. in Greenwood Village, CO and has over 31 years of experience in the finance industry. Marilyn Weaver 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.

6
Cory R. Davern
CRD#: 2945772
5445 Dtc Parkway, Suite 1100, Greenwood Village, CO 80111
93
Wealthminder
score

Cory Davern (CRD# 2945772) is an Investment Advisor Representative working at Presidential Brokerage, Inc. in Greenwood Village, CO and has over 19 years of experience in the finance industry.

7
John A. Dupriest
CRD#: 1507989
5445 Dtc Parkway, Suite 1100, Greenwood Village, CO 80111
93
Wealthminder
score

John Dupriest (CRD# 1507989) is an Investment Advisor Representative working at Presidential Brokerage, Inc. in Greenwood Village, CO and has over 23 years of experience in the finance industry.

8
Kimberly A. Kennedy
CRD#: 1487140
5445 Dtc Parkway, Suite 1100, Greenwood Village, CO 80111
93
Wealthminder
score

Kimberly Kennedy (CRD# 1487140) is an Investment Advisor Representative working at Presidential Brokerage, Inc. in Greenwood Village, CO and has over 9 years of experience in the finance industry.

9
Bruce A. Larsen
CRD#: 3172376
5445 Dtc Parkway, Suite 1100, Greenwood Village, CO 80111
93
Wealthminder
score

Bruce Larsen (CRD# 3172376) is an Investment Advisor Representative working at Presidential Brokerage, Inc. in Greenwood Village, CO and has over 17 years of experience in the finance industry.

10
Taylor T. Leary
CRD#: 5714749
5445 Dtc Parkway, Suite 1100, Greenwood Village, CO 80111
93
Wealthminder
score

Taylor Leary (CRD# 5714749) is an Investment Advisor Representative working at Presidential Brokerage, Inc. in Greenwood Village, CO and has over 7 years of experience in the finance industry.

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