Colorado Financial Service Corporation

Overview

Colorado Financial Service Corporation is a corporation that operates as an independent broker‑dealer and investment bank while also acting as an insurance broker and registered municipal advisor. The firm identifies itself as a capital allocator and serves individual and family clients rather than institutional pools. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers when clients require specialized management. The firm’s fees are billed through a mix of percentage of assets under management, hourly charges, and fixed fees. Ownership is a combination of a domestic entity and individual stakeholders. The firm does not identify itself as an active ESG investor. It maintains state registrations across a broad footprint, including Alaska, Arizona, California, Colorado, Florida, Louisiana, Montana, North Carolina, New Jersey, Ohio, Oregon, South Carolina, Texas, Washington, and Wyoming.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices