Colorado Financial Service Corporation

Overview

Colorado Financial Service Corporation is a corporate, SEC-registered advisory and broker-dealer that combines brokerage, insurance distribution and registered municipal-advisor functions with fee-based advisory work. The firm identifies its client base as individuals and families and provides financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. It operates as a capital allocator and can be engaged on a percentage-of-AUM basis as well as via hourly or fixed fees. The firm does not identify as an active ESG investor. Business activities reported include broker-dealer, insurance broker and registered municipal advisor roles, which aligns with its mix of advisory and product distribution capabilities. That insurance/broker-dealer platform likely supports the firm’s use of annuities and third-party product solutions alongside discretionary portfolio management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices