Advisor at Expand Financial, LLC
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Firm
Expand Financial, LLC
Location
Littleton, CO
Credentials
Series 65
Industry experience
14 years
Quintan Kocher is a financial advisor at Expand Financial, LLC with 13 years of industry experience. He holds the Series 65 designation and has worked at Expand Financial since 2012, including time at affiliated firms July Business Services and Summit Benefit Solutions. Expand Financial serves both individual clients, including high-net-worth individuals, and institutional clients such as retirement plans, foundations, and trusts. The firm employs a top-down macro-environmental investment process focused on tactical asset allocation and sector rotation, managing portfolios through equities, ETFs, institutional mutual funds, and third-party sub-advisors.
Based on Expand Financial, LLC
Based on Expand Financial, LLC
Flat fees may be negotiated for investment management; Retirement Plan Services flat fees range from $100 to $75,000 annually
$200-$500 per hour for limited scope consulting projects
Littleton, CO
Ohio · Texas
JULY Business Services
2019 - 2021 (2 years)
EXPAND FINANCIAL, LLC f/k/a BOA, LLC
2012 - Present (14 years)
Summit Benefit Solutions
2011 - 2019 (8 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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.
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