Advisor at Thrive Financial Management
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
Thrive Financial Management
Location
Monument, CO
Credentials
Series 65
Industry experience
3 years
Based on Thrive Financial Management
Flat fees charged for Investment Consulting / Advisory Services, negotiable
1.0% annually
Hourly fees charged for Investment Consulting / Advisory Services, negotiable
Fee-only: Fee-only financial planning services; hourly and flat fees negotiable and depend on scope
Monument, CO
Colorado
Odyssey Systems
2023 - Present (3 years)
Thrive Financial Management LLC
2022 - Present (4 years)
Lockheed Martin
2000 - 2023 (23 years)
Sweet Investments, Inc.
2000 - Present (26 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Colorado Springs, CO
Replica Wealth Advisors Inc
Series 63
Colorado Springs, CO
Global Wealth, LLC
CFP®, Series 63, Series 66
Monument, CO
Prudent Wealthcare
Series 65
Colorado Springs, CO
Bullock Capital Alliance, Inc.
Series 65
Monument, CO
SimpliciFi, LLC
CFP®, ChFC®, Series 63, Series 66
Colorado Springs, CO
56 Capital Partners, Ltd
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