DataJoe prospect lists for purchase
Log in here
PRODUCTS PROFILE ADD DATA CONTACT
Shopping Cart (0 items)

HTML View

Want to see the complete list? Download the Excel version.

Prefer Excel?
A complete spreadsheet of this list is available.

Download Excel file
Financial Advisors
Ranked by No. of Local Advisors
Rank
Name
Address
Phone Fax
Website
Email
Advisers in CS/
USA/
CS Support Staff
No. of Offices:
CS/
USA
Type of Ownership/
Range
Type of Accounts Served
Percent of Business:
Individuals/
Corp./
Nonprofits
Products and Services Offered
Local Person In Charge/
Position
Parent or Holding Co./
City and State
Year founded/
Est. locally
1
Wells Fargo Advisors, LLC
102 S. Tejon St., #1000
Colo. Spgs., CO 80903
719-636-8000
www.wellsfargoadvisors.com
N/A
35
18,600
21
2
9,000
Corporation
National
All types considered
N/A
N/A
N/A
Financial advisory, brokerage, retirement planning and asset management
Anthony Stedem, Complex Manager
Scott Bacon, Regional Director
Jeff Thompson, Regional Brokerage Manager/Market Leader
Lou Garofano, Regional Brokerage Manager
San Francisco, CA
1879
1972
2
Edward Jones Investments
4020 Palmer Park Blvd., #105C
Colo. Spgs., CO 80909
719-380-9500 888-522-9084
www.edwardjones.com
N/A
32
N/A
N/A
32
N/A
Partnership
International
N/A
N/A
N/A
N/A
N/A
Leasha Larsen, Regional Director
N/A
N/A
N/A
3
Morgan Stanley Wealth Management
121 S. Tejon St., Ste 700
Colo. Spgs., CO 80903
719-633-1793 719-473-3940
www.morganstanley.com
christopher.s.schofield@morganstanley.com
30
16,450
16
1
500
Corporation
International
Business owners, ERISA, foundations, endowments, legacy wealth transfer
70%
20%
10%
Comprehensive financial services
Christopher S Schofield, Branch Manager
Morgan Stanley
New York, NY
1871
1924