Seros Financial, LLC
Seros Financial, LLC (CRD# 166808) is a financial advisory firm headquartered in Tempe, AZ. They manage $260,841,497 in 890 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management261MILLION
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Total Number of Accounts890ACCOUNTS
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Average Account Value$293,080
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AZ, CA, CO, NM, TX
Jill Baumes (CRD# 5323816) is an Investment Advisor Representative working at Seros Financial, LLC in Tempe, AZ and has over 12 years of experience in the finance industry.
Sherod Bigelow (CRD# 4227114) is an Investment Advisor Representative working at Seros Financial, LLC in Tempe, AZ and has over 23 years of experience in the finance industry.
Wilson Kelso (CRD# 1191496) is an Investment Advisor Representative working at Seros Financial, LLC in Tempe, AZ and has over 40 years of experience in the finance industry.
Jeremy Smith (CRD# 5058621) is an Investment Advisor Representative working at Seros Financial, LLC in Tempe, AZ and has over 17 years of experience in the finance industry.
Lennard Van Der Feltz (CRD# 4630091) is an Investment Advisor Representative working at Seros Financial, LLC in Tempe, AZ and has over 21 years of experience in the finance industry.
Jeffrey Wilcock (CRD# 2034946) is an Investment Advisor Representative working at Seros Financial, LLC in Tempe, AZ and has over 34 years of experience in the finance industry.
Ashlee Merkley (CRD# 7065046) is an Investment Advisor Representative working at Seros Financial, LLC in Tempe, AZ and has over 2 years of experience in the finance industry.