Colin
Denker
Tandem Wealth Advisors
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About this Advisor
Colin Denker is a financial advisor who works in Phoenix, Arizona who has 8 years of relevant experience. Denker is on the advisory team at Tandem Wealth Advisors. The advisor has gained experience at Tandem Wealth Advisors LLC and The Wrap LLC. Denker has a Series 65 license, designating them as an investment advisor representative, and can advise clients in Arizona, Texas and Washington. Tandem Wealth Advisors is a company based in Phoenix, AZ. The investment advisory business has offices in three locations and a total of seven advisors. It controls $180 million in assets among its 703 client accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 703 customer accounts, 22% belong to high-net-worth investors who have greater than $1 million in assets. The company has a set of services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fee schedules largely are based on the type of financial services provided. However, fee types charged by Tandem Wealth Advisors typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tandem Wealth Advisors Brokerage Details
$179,934,133
7
703
$255,952
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Colin Denker Work History
Colin has been registered as a financial advisor for 8 years.*
Tandem Wealth Advisors LLC
Tandem Wealth Advisors LLC
The Wrap LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Colin Denker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Tandem Wealth Advisors
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
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