Top financial advisors in Centennial, CO
We've curated a list of the best financial advisors in Centennial, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $33,846,932 Number of advisors 45 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Centennial, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Colorado Financial Service Corporation
Terry John Hastings, a Registered Representative at Colorado Financial Service Corporation, has a Bachelor of Science in Business from the University of San Francisco. With no material disciplinary events, Mr. Hastings provides financial planning services, IAR directed asset management services, and selection of third-party sponsored advisory programs. He receives additional compensation as an insurance agent, consultant, and financial planner, without performance-based fees. When attending seminars sponsored by third parties, costs are reimbursed, and non-cash compensation may be received. Clients have control over selecting third-party investment advisers and their specific investment styles. Mr. Hastings' investment philosophy focuses on assisting long-term investors in reaching their financial goals by analyzing risk tolerance, time horizon, income needs, and investable resources. He selects funds, managers, and strategies for fee-based advisory accounts, adjusting portfolios as needed. Clients are kept informed through regular meetings, but strategies involving frequent trading may increase risk and transaction charges. Clients are advised to consult a tax advisor for tax implications of frequent trading. For more detailed information, refer to the Form ADV Part II-2A and/or 2B.
$33,846,932 under management
45 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Centennial, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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