Seamount Financial Group Inc.

Seamount Financial Group Inc. (CRD# 107834) is a financial advisory firm headquartered in Colorado Springs, CO. They manage $468,000,000 in 675 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    468
    MILLION
  • Total Number of Accounts
    675
    ACCOUNTS
  • Average Account Value
    $693,333
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
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, LA, MI, NH, TX, WA

Financial Advisors at Seamount Financial Group Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Leon J. Colafrancesco
CRD#: 1024686
90 South Cascade, Suite 1140, Colorado Springs, CO 80903

Leon Colafrancesco (CRD# 1024686) is an Investment Advisor Representative working at Seamount Financial Group Inc. in Colorado Springs, CO and has over 31 years of experience in the finance industry. Leon Colafrancesco 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
Christopher R. Dorsett
CRD#: 3042525
90 South Cascade, Suite 1140 , Colorado Springs, CO 80903

Christopher Dorsett (CRD# 3042525) is an Investment Advisor Representative working at Seamount Financial Group Inc. in Colorado Springs, CO and has over 23 years of experience in the finance industry. Christopher Dorsett 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
Michael J. Healy
CRD#: 1091446
750 E. Chapman Ave, Orange, CA 92866

Michael Healy (CRD# 1091446) is an Investment Advisor Representative working at Seamount Financial Group Inc. in Orange, CA and has over 35 years of experience in the finance industry.

4
Aaron M. McLaughlin
CRD#: 5909837
90 So Cascade Avenue, Suite 1140, Colorado Springs, CO 80903

Aaron McLaughlin (CRD# 5909837) is an Investment Advisor Representative working at Seamount Financial Group Inc. in Colorado Springs, CO and has over 10 years of experience in the finance industry. Aaron McLaughlin 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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