Colin Peldo
Advisor at LPL Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at LPL Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Sheridan, WY 82801
Credentials
Series 63, Series 65
Industry experience
26 years
Colin Peldo is a financial advisor with LPL Financial in Sheridan, Wyoming, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at ICA Group Wealth Management, LLC and Investment Centers of America, Inc. Outside of his advisory work, he serves as an 8th grade basketball coach for Sheridan County School District #2. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment solutions ranging from model portfolios to customized discretionary arrangements.
Based on LPL Financial
Based on LPL Financial
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.
Financial planning hourly fees up to $500 per hour.
Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.
29 N Gould St
Sheridan, WY 82801
Texas · Wyoming
ICA Group Wealth Management, LLC
2022 - 2024 (2 years)
LPL Financial
2017 - Present (9 years)
Investment Centers of America, Inc.
2008 - 2017 (9 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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