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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
3
Northwestern Mutual - Colorado Springs
2 N. Cascade Ave., #900
Colo. Spgs., CO 80903
719-636-3844 719-636-3686

www.northwesternmutual-coloradosprings.com
kevin.kaveney@nm.com
30
N/A
35
1
150
Independently owned
National
Individual, small business, estate, nonprofits, trusts, retirement
70%
25%
5%
Life insurance, disability income insurance, long term care insurance, retirement planning, investments, college funding, IRA rollovers, annuities
Kevin Kaveney, Managing Director
Milwaukee, WI
1857
1868
5
Merrill Lynch-Global Wealth Management
90 S. Cascade Ave., 6th Fl.
Colo. Spgs., CO 80903
719-630-6000 719-266-3468
www.ml.com
brandon_brown@ml.com
28
13,000
11
1
625
Corporation
National
I C M F N
65%
20%
15%
Financial advice, investment management, trust services, business lending, personal lending including mortgages
Brandon Brown, Senior Resident Director
Bank of America
Charlotte, NC
1914
1974