Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Monument has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1 non-vetted advisors in your local area. These retirement advisors in Monument, Colorado have an average of 25 years of experience.
Qualifications
CRD# 2754305
Firm CRD# 6413
Series 7, 24, 55, 63
Minimum Assets Required
$500,000
Not Specified
Fee-Based, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management
Fee-Based
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 18925 Base Camp Road, Suite 203 Monument, CO, 80132 | $3,853,640,375 | 1767 | 272 | A percentage of AUM |
QualificationsFirm CRD# 46727
Assets Under Management $3,853,640,375
No. Of Clients1767
Clients Per Financial Advisor6
ADVISORS ASSET MANAGEMENT, INC. is a financial advisory firm situated in Monument, Colorado. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1767 clients. The team consists of 272 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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