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Andrew Palmasano

Advisor at Concurrent Investment Advisors, LLC

Updated today

Location

Caã±On City, CO 81212

Credentials

Series 63, Series 65

Industry experience

18 years

About

Andrew Palmasano is a financial advisor with Concurrent Investment Advisors, LLC and holds Series 63 and Series 65 licenses. He has 18 years of industry experience, with prior roles at Maverick Wealth Advisors, Canon City Financial Services, Raymond James Financial Services, and Black Creek Group. Palmasano serves as Treasurer for the Canon City Area Recreation and Park District. Concurrent Investment Advisors provides wealth management, financial planning, and retirement advisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets and employs a long-term, customized investment approach using ETFs, mutual funds, individual securities, and alternative investments.

Client services

Based on Concurrent Investment Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Concurrent Investment Advisors, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k)

Fee options

Fixed

Project-based financial planning fixed fees up to $25,000; ongoing financial planning fixed fees up to $200,000 annually; fixed quarterly fees possible for investment management

Percentage

$0 - $1,000,000: 2.00% annually $1,000,001 - $2,000,000: 1.70% annually $2,000,001 - $3,000,000: 1.60% annually $3,000,001 - $5,000,000: 1.50% annually $5,000,001 - $7,500,000: 1.40% annually $7,500,001 - $10,000,000: 1.30% annually $10,000,001+: 1.00% annually

Commissions

Advisory Persons may earn commissions as Registered Representatives and insurance agents; separate from advisor fees

Project-based

Financial planning services billed up to $500 per hour

Other

Fee-only: Financial planning: up to $500/hour; fixed fee up to $25,000; ongoing fixed annual fee up to $200,000 per year

Location

618 Macon Ave.

Caã±On City, CO 81212

Most active in

Colorado

Work history

Maverick Wealth Advisors

2023 - Present (3 years)

Concurrent Investment Advisors LLC

2023 - Present (3 years)

Canon City Financial Services

2018 - 2023 (5 years)

Raymond James Financial Services Advisors Inc.

2018 - 2023 (5 years)

Raymond James Financail Services, Inc

2018 - 2023 (5 years)

Black Creek Group

2012 - 2018 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Andrew H

ChFC®, Series 63

Canon City, CO

Hahn Financial Services, LLC

Andrew Hahn is the principal advisor at Hahn Financial Services, LLC in Canon City, Colorado, with 26 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to his current role, he worked at Global Financial Private Capital, LLC and has been affiliated with various Hahn Financial Services entities since 2007. In addition to advisory services, he is a licensed insurance agent offering fixed indexed annuities, long-term care, term, and whole life insurance policies. Hahn Financial Services provides asset management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm’s investment approach focuses on long-term strategies such as asset allocation, dollar-cost averaging, and dividend reinvestment, with ongoing discretionary portfolio reviews to align with clients’ objectives and risk tolerance.

Retirement income strategy Income planning Annuities General estate planning guidance Long-term care insurance
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Sean M

Series 63, Series 65

Canon City, CO

Concurrent Investment Advisors, LLC

Sean Morton is a financial advisor at Concurrent Investment Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Raymond James Financial and Canon City Financial Services. Morton is also the owner of Maverick Wealth Advisors, where he serves as an independent contractor. Concurrent Investment Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets through customized portfolios using ETFs, mutual funds, individual securities, and alternative investments, employing a primarily long-term investment approach.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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John W

Series 63, Series 65

Florence, CO

Mutual of Omaha Investor Services, Inc.

John Wysong is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and having four years of industry experience. He has worked at Mutual of Omaha Investor Services since 2021 and also serves as an insurance agent. Outside of his financial career, Wysong has been a member of the Florence Volunteer Fire Department since 1992 and serves on the Florence Fire Protection District board. He also provides EMS services as a part-time EMT-intermediate for Gunnison Valley Health and acts as a medical training consultant for Holcim Cement. Mutual of Omaha Investor Services, Inc. offers advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm delivers financial planning, third-party money manager programs, and retirement plan consulting primarily through its network of Investment Advisor Representatives.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Jeffrey M

PFS™

Canon City, CO

Waverly Advisors, LLC

Private / alternative investments Real estate investing Tax-loss harvesting Options & derivatives strategies ESG / Sustainable investing Founder/Business Owner Executive
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Christian P

Series 66

Canon City, CO

LPL Financial

Christian Pineda is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2025, he worked at Edward Jones for three years and has a diverse background including roles in the automotive industry and at Colorado State University Pueblo. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house Research team that develops strategic and tactical model portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Janice G

Series 66

Canon City, CO

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Janice Graham is a financial advisor at Cetera with nine years of industry experience and holds a Series 66 designation. Prior to joining Cetera in 2025, she worked at Avantax Investment Services and Avantax Insurance Agency for nearly nine years. In addition to her advisory role, she is president of Graham & Associates CPAs PC, providing accounting and tax preparation services since 2002, and serves as a fiduciary trustee and court-appointed conservator for multiple trusts and conservatorships. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing both advisor-managed accounts and firm-sponsored model portfolios, supported by a combination of retirement, fiduciary, and institutional capabilities.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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