Advisors at this firm
Kelly I
Series 63, Series 65
Colorado Springs, CO
Advenire Wealth Management
Kelly Ikenberry is a financial advisor at Advenire Wealth Management in Colorado Springs, CO, holding Series 63 and Series 65 licenses with two years of industry experience. She has been operating Kelly Ikenberry Coaching since 2009. Advenire Wealth Management provides wealth management, financial planning, pension consulting, and real estate/1031 exchange consulting for individuals, families, trusts, small businesses, and other organizations, focusing primarily on high-net-worth clients. The firm employs a long-term, asset-class investment approach with diversified portfolios and integrates financial planning through a values-based, life-centered process.
Earl V
CFP®, Series 66
Colorado Springs, CO
Advenire Wealth Management
Earl Vaughn is a CFP® and Series 66-registered advisor at Advenire Wealth Management with 13 years of industry experience. His prior roles include positions at Bauer Wealth Management, Altruistic Investing, Securian Financial Services, Minnesota Life Insurance Company, Strategic Financial Partners, and Fidelity Brokerage Services. He is based in Colorado Springs, CO. Advenire Wealth Management serves individuals, families, trusts, small businesses, and other organizations, focusing on high-net-worth clients with investable assets typically between $1 million and $20 million. The firm employs a long-term, asset-class investment approach grounded in modern portfolio theory, integrating financial planning through a values-based, life-centered process.
Antonia V
Series 65, Series 66
Colorado Springs, CO
Advenire Wealth Management
Antonia Vaughn is a financial advisor at Advenire Wealth Management in Colorado Springs, CO, holding Series 65 and Series 66 licenses with four years of industry experience. Prior to joining Advenire Wealth Management in 2022, she spent eight years as a stay-at-home mother. Advenire Wealth Management provides wealth management, investment advisory, financial planning, pension consulting, and real estate/1031 exchange consulting services to individuals, families, trusts, small businesses, and other organizations, often serving high-net-worth households with investable assets typically between $1 million and $20 million. The firm employs a long-term, asset-class investment approach based on modern portfolio theory and integrates financial planning through a values-based, life-centered process.
