Wambolt & Associates, LLC
Wambolt & Associates, LLC (CRD# 153454) is a financial advisory firm headquartered in Littleton, CO. They manage $564,700,957 in 1,849 accounts and serve the financial needs of clients across 11 states (or territories).
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Total Assets Under Management565MILLION
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Total Number of Accounts1,849ACCOUNTS
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Average Account Value$305,409
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, IL, KS, NE, NH, OK, TX, WA
Cynthia Alvarez (CRD# 6082323) is an Investment Advisor Representative working at Wambolt & Associates, LLC in Littleton, CO and has over 11 years of experience in the finance industry.
Shaun Cavanagh (CRD# 6539476) is an Investment Advisor Representative working at Wambolt & Associates, LLC in Littleton, CO and has over 8 years of experience in the finance industry. Shaun Cavanagh 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.
Janelle Van Meel (CRD# 3168910) is an Investment Advisor Representative working at Wambolt & Associates, LLC in Littleton, CO and has over 10 years of experience in the finance industry.
Gregory Wambolt (CRD# 1661222) is an Investment Advisor Representative working at Wambolt & Associates, LLC in Littleton, CO and has over 28 years of experience in the finance industry. Gregory Wambolt 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.
Scott Brooks (CRD# 7227609) is an Investment Advisor Representative working at Wambolt & Associates, LLC in Littleton, CO and has over 2 years of experience in the finance industry.
Kurt Gallup (CRD# 7781720) is an Investment Advisor Representative working at Wambolt & Associates, LLC in Littleton, CO and has 1 year of experience in the finance industry.
Tyler Hentges (CRD# 6780869) is an Investment Advisor Representative working at Wambolt & Associates, LLC in Littleton, CO and has over 6 years of experience in the finance industry.
William Michener (CRD# 7119343) is an Investment Advisor Representative working at Wambolt & Associates, LLC in Littleton, CO and has 1 year of experience in the finance industry.
Eleni Yeros (CRD# 7155492) is an Investment Advisor Representative working at Wambolt & Associates, LLC in Littleton, CO and has over 4 years of experience in the finance industry. Eleni Yeros 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.