Tandem Financial, LLC

Tandem Financial, LLC (CRD# 292565) is a financial advisory firm headquartered in Greenwood Village, CO. They manage $255,117,026 in 925 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
8400 E. Prentice Ave., Suite 1360, Greenwood Village, CO 80111
https://www.linkedin.com/company/18513126/admin/
By the Numbers
  • Total Assets Under Management
    255
    MILLION
  • Total Number of Accounts
    925
    ACCOUNTS
  • Average Account Value
    $275,802
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, LA, MT, NE, TX, WA

Financial Advisors at Tandem Financial, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Ryan Erickson, financial advisor Greenwood Village CO
Ryan B. Erickson
CRD#: 3128391
8400 E. Prentice Ave., Suite 1360, Greenwood Village, CO 80111

Ryan Erickson (CRD# 3128391) is an Investment Advisor Representative working at Tandem Financial, LLC in Greenwood Village, CO and has over 24 years of experience in the finance industry.

2
Michael Franklin, financial advisor Greenwood Village CO
Michael K. Franklin
CRD#: 4038515
8400 E. Prentice Ave., Suite 1360, Greenwood Village, CO 80111

Michael Franklin (CRD# 4038515) is an Investment Advisor Representative working at Tandem Financial, LLC in Greenwood Village, CO and has over 24 years of experience in the finance industry.

3
Bradly Maddock, financial advisor Greenwood Village CO
Bradly C. Maddock
CRD#: 1504900
8400 E. Prentice Ave. Suite 1360, Greenwood Village, CO 80111

Bradly Maddock (CRD# 1504900) is an Investment Advisor Representative working at Tandem Financial, LLC in Greenwood Village, CO and has over 35 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.

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