Advisor at Trilogy Capital, Inc.
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
Trilogy Capital, Inc.
Location
Denver, CO 80206
Credentials
CFA®, Series 63, Series 65
Industry experience
12 years
Based on Trilogy Capital, Inc.
Based on Trilogy Capital, Inc.
Fixed coaching fees start at $1200; Advanced Planning fees $1,200 upfront and $1,200 at delivery or waived for clients over $500k managed assets
Negotiable up to 2.00% annually
Consulting fees negotiable; coaching fees start at $1200 with payment options (e.g., 12 monthly payments of $100)
Account minimum: $5,500
101 University Blvd., Suite 450
Denver, CO 80206
Colorado
Trilogy Capital, Inc
2024 - Present (2 years)
Trilogy Financial Services
2024 - Present (2 years)
Ashton Thomas
2020 - 2024 (4 years)
Wells Fargo Private Bank
2013 - 2020 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Denver, CO
True Riches Financial Planning
CFP®, Series 63, Series 65, Series 66
Denver, CO
46 North Financial
Series 63, Series 65
Denver, CO
Skidmore Advisory Services, Inc.
CFP®, Series 65
Greenwood Village, CO
Sample Financial Solutions, LLC
CFP®, Series 66
Centennial, CO
Financial Solution Advisors Corp.
Series 63, Series 66
Centennial, CO
Visionary Planning & Investment, LLC
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