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Colorado Springs Financial Advisers
Ranked by Total Number of Local Advisers*
Rank
Business Name
Address City State Zip
Phone Fax
Web site
E-mail
Total Advisers:
C.S./
USA/
C.S Support Staff
Total # of Offices:
C.S./
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:
Originally
Founded/
Established
Locally
1
Wells Fargo Advisors, LLC
102 S. Tejon St., #1000
Colo. Spgs., CO 80903
719-636-8000
www.wellsfargoadvisors.com
N/A
40
15,000
12
2
N/A
Corporation
National
All types considered
75%
20%
5%
Full brokerage services
Anthony Stedem, Complex Manager
Scott Bacon, Regional Director
Wells Fargo & Company
San Francisco, CA
1879
1972
2
Morgan Stanley Smith Barney
121 S. Tejon St., Ste. 700
Colorado Springs, CO 80903
719-633-1793 719-473-3940
www.branches.smithbarney.com/coloradosprings
N/A
38
17,250
13
2
500
Company owned
International
I C F N
N/A
N/A
N/A
Comprehensive financial services
Ryan Devore, Branch Manager
Morgan Stanley Smith Barney
New York, NY
1871
1924
2
Strategic Financial Partners
1755 Telstar Dr., Ste. 501
Colo. Spgs., CO 80920
719-548-8511 719-590-1859
www.sfp.us
jferguson@sfp.us
38
467
14
1
6
Independently owned
National
N/A
35%
35%
30%
Qualified & non-qualified retirement plans, life, disability, long-term care and group medical insurance, mutual funds, annuities and managed accounts
John W. Ferguson Jr., President & CEO
Colo. Spgs., CO
2004
2004
4
Edward Jones Investments
4020 Palmer Park Blvd., #105C
Colo. Spgs., CO 80909
719-380-9500 888-522-9084
www.edwardjones.com
Tom.Helgeson@edwardjones.com
32
N/A
N/A
32
N/A
Partnership
International
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
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
N/A
27
16,000
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