Rocky Mountain Financial Solutions Inc.

Rocky Mountain Financial Solutions Inc. (CRD# 311584) is a financial advisory firm headquartered in , . They manage $24,337,008 in 73 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.alignable.com/erie-co/rocky-mountain-financial-solutions
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    73
    ACCOUNTS
  • Average Account Value
    $333,384
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

CO

Financial Advisors at Rocky Mountain Financial Solutions Inc.
Showing 1 - 1 of 1 top financial advisors.
1
James Kirk, financial advisor Erie CO
James M. Kirk
CRD#: 4997027
Erie, CO

James Kirk (CRD# 4997027) is an Investment Advisor Representative working at Rocky Mountain Financial Solutions Inc. in Erie, CO and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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