The Institute

The Institute (CRD# 127207) is a financial advisory firm headquartered in Denver, CO. They manage $819,396,000 in 3,402 accounts and serve the financial needs of clients across 31 states (or territories).

By the Numbers
  • Total Assets Under Management
    819
    MILLION
  • Total Number of Accounts
    3,402
    ACCOUNTS
  • Average Account Value
    $240,857
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

AL, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NJ, NV, NY, OH, OK, PA, PR, RI, SC, TN, TX, VA, WA

Financial Advisors at The Institute
Showing 1 - 4 of 4 top financial advisors.
1
Jeffery F. Jorgensen
CRD#: 4658154
1775 Sherman Street, Suite 2750, Denver, CO 80203
93
Wealthminder
score

Jeffery Jorgensen (CRD# 4658154) is an Investment Advisor Representative working at The Institute in Denver, CO and has over 14 years of experience in the finance industry.

2
Matthew D. Medeiros
CRD#: 1413962
1776 Lincoln St., Suite 950, Denver, CO 80203
93
Wealthminder
score

Matthew Medeiros (CRD# 1413962) is an Investment Advisor Representative working at The Institute in Denver, CO and has over 28 years of experience in the finance industry.

3
Creg V. Shaffer
CRD#: 5070346
10775 Double R Blvd., Suite 122, Reno, NV 89521
93
Wealthminder
score

Creg Shaffer (CRD# 5070346) is an Investment Advisor Representative working at The Institute in Reno, NV and has over 12 years of experience in the finance industry.

4
Bayard F. Tracy
CRD#: 2353422
1775 Sherman St., Ssuite 2750, Denver, CO 80203
93
Wealthminder
score

Bayard Tracy (CRD# 2353422) is an Investment Advisor Representative working at The Institute in Denver, CO and has over 17 years of experience in the finance industry.

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