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Glenn Edwards

Advisor at Alpine Financial Advisers, LLC

Updated today

Location

Golden, CO

Credentials

Series 63, Series 65

Industry experience

17 years

Client services

Based on Alpine Financial Advisers, LLC

Financial planning Portfolio management

Expertise

Based on Alpine Financial Advisers, LLC

General retirement planning Retirement income strategy

Occupation focus

Based on Alpine Financial Advisers, LLC

Founder/Business Owner

Fee options

Fixed

Financial planning fees start at $1,000, with half due at engagement and balance due at completion; retainer fees for ongoing planning services

Percentage

$0 - $250,000: 1.25% annually $250,001 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually

Other

Account minimum: $50,000 Fee-only: Asset management fees as per tiered schedule; financial planning fees starting at $1,000 fixed fee

Location

Golden, CO

Most active in

Colorado

Work history

UnEmployed

2007 - Present (19 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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Kevin M

CFP®, ChFC®, Series 63

Westminster, CO

ACE Wealth Partners, LLC

Kevin Mcnab is a CFP® and ChFC® with 15 years of industry experience. He has been with ACE Wealth Partners, LLC since 2010, where he serves as the sole advisor. In addition to his advisory role, he works as an independent insurance agent on a limited basis. ACE Wealth Partners provides investment advisory and planning services to individuals, trusts, foundations, charitable organizations, pensions, and retirement plans. The firm follows a long-term investment approach based on fundamental analysis and offers a range of portfolio management and financial planning services, including the use of leveraged and inverse ETFs and occasional commodity exposure.

General retirement planning Retirement income strategy
user avatar

Nicholas W

CFP®, Series 63, Series 65, Series 66

Denver, CO

46 North Financial

Nicholas Weisert is a CFP® with 12 years of industry experience, currently serving as the sole advisor at 46 North Financial in Denver, CO. His prior roles include positions at Integra Financial, Inc., MML Investors Services, Mass Mutual Life Insurance Company, and DaVita Healthcare Partners. 46 North Financial is a fee-only registered investment adviser providing investment management, financial planning, and retirement plan consulting for individuals, corporations, charitable organizations, and employer-sponsored plans. The firm manages approximately $60.4 million in assets and is known for its work with charitable organizations and ERISA fiduciary services, utilizing third-party model portfolios and sub-advisers to implement tailored investment strategies.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Bart S

Series 63, Series 65

Denver, CO

Skidmore Advisory Services, Inc.

Bart Skidmore is the principal of Skidmore Advisory Services, Inc. in Denver, CO, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at his firm since 2013. In addition, he is a licensed CPA and president of an accounting and tax firm since 2001, performing occasional tax work. He also serves as president of a property management company since 2007. Skidmore Advisory Services provides personalized financial planning and asset management to individuals, trusts, estates, charitable organizations, schools, political subdivisions, and small businesses. The firm tailors investment programs to clients’ objectives and risk tolerance, utilizing fundamental analysis and third-party research, and offers both discretionary and non-discretionary portfolio management alongside comprehensive financial planning services.

Income planning General tax planning Options & derivatives strategies
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Derek W

CFP®, Series 63, Series 65

Broomfield, CO

Wolff Financial Advisors, LLC

Derek Wolff is a CFP® with 21 years of experience in financial advising. He has been the principal advisor at Wolff Financial Advisors, LLC since 2005. Wolff Financial Advisors, LLC provides discretionary portfolio management and comprehensive financial planning services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and other business entities. The firm constructs diversified portfolios using a combination of equity and fixed income securities, mutual funds, ETFs, and employs various analytical methods and trading strategies, including the active use of options and leveraged ETFs.

General tax planning Wealth management Income planning Disability insurance
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Darren S

Series 66

Denver, CO

Aviator Wealth Group

Darren Spreeuw is a financial advisor at Aviator Wealth Group with nine years of industry experience. He holds a Series 66 designation and has previously worked at Ratio Wealth Group, LLC, MML Investors Services, and Helm Investment Management. Outside of his advisory role, he serves as chairman of the board for the Colorado Student Leaders Institute. Aviator Wealth Group is an independent registered investment adviser serving individuals, institutions, and business clients with discretionary and non-discretionary investment management, financial planning, and consulting services. The firm employs a macro-environmental, top-down approach to tactical asset allocation and offers business-focused consulting including generational transitions and exit planning.

Retirement income strategy Early retirement planning Private / alternative investments Real estate investing Cash flow / budgeting Founder/Business Owner Executive Approaching retirement Mid-Career Professionals
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Joseph M

Series 63, Series 65

Northglenn, CO

Fortified Wealth Strategies, Inc.

Joseph Michalski is a financial advisor with Fortified Wealth Strategies, Inc. in Northglenn, CO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Kestra Financial Services, and Nfp Securities. Outside of advisory work, he serves as an adjunct professor at the University of Colorado, teaching a business school course. Fortified Wealth Strategies serves individual and high-net-worth clients, as well as trusts, estates, and business entities, providing financial planning and investment advisory services. The firm manages client portfolios on a non-discretionary basis, utilizing custom allocation models and third-party managers, with an emphasis on strategic asset allocation and periodic rebalancing.

General retirement planning Business succession planning General estate planning guidance Cash flow / budgeting Founder/Business Owner
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