Craig Morgan
Advisor at Colmina, LLC
Updated today
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.
Firm
Colmina, LLC
Location
Colorado Springs, CO
Credentials
CFP®, Series 63, Series 65
Industry experience
22 years
Expertise
Based on Colmina, LLC
ESG / Sustainable investing
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Fee options
Financial Planning flat fees generally range from $500 to $10,000
$0 - $200,000: 1.50% $200,000 - $500,000: 1.40% $500,000 - $1,000,000: 1.30% $1,000,000 - $3,000,000: 1.20% $3,000,000 - $8,000,000: 1.10% $8,000,000 - $13,000,000: 1.00% $13,000,000+: 0.90%
Some Representatives licensed to sell insurance and may receive commissions from insurance products sales
Up to $400 per hour for Financial Planning services
Fee-only: Financial Planning flat fees ranging from $500 to $10,000; hourly fees up to $400 per hour
Location
Colorado Springs, CO
Most active in
Craig M has reported serving >5 clients in these states in the last 12 months.
Colorado
Work history
Innovative Adviser Solutions, LLC
2023 - Present (3 years)
Retired
2023 - 2023 (1 year)
Dorado Financial Planning, LLC
2021 - 2022 (1 year)
Innovative Adviser Solutions, LLC
2021 - 2021 (1 year)
Retired
2017 - 2020 (3 years)
E.K. Riley Investments, LLC
2015 - 2017 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Series 65
Colorado Springs, CO
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Douglas H
CFP®, Series 63, Series 65
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Daniel K
Series 63, Series 65, Series 66
Colorado Springs, CO
Cobalt Private Wealth LLC
Daniel H
ChFC®, Series 65
Colorado Springs, CO
Cornerstone Financial Planning
Daniel S
Series 65
Colorado Springs, CO
Sparks Capital Management
Richard P
Series 65
Colorado Springs, CO
Prosper Financial
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