Anjanette
Phetteplace

Srs Capital Advisors, Inc

CRD#5074559
Investment Advisor
in Denver, CO

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About this Advisor

Anjanette Phetteplace is a certified financial planner based in Denver, Colorado with a total of 3 years of relevant experience. Phetteplace currently works for Srs Capital Advisors, Inc. Their career trajectory has included roles at Noven Financial Group, Inc, Renaissance Adventure Guides, LLC, N & A Professional Group, P.C and Srs Capital Advisors, Inc. Phetteplace can operate in Colorado and Texas. Srs Capital Advisors, Inc is an advisory company headquartered in Denver, CO. The investment advisory business has offices in four locations and a total of 22 people on staff. It handles $1 billion in assets between its 3,450 client accounts, making it one of the larger investment advisory firms in the United States by assets under management. The firm advises 10 charitable organizations. Of its 3,450 client accounts, just 8% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The business has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and other services. Financial advisory fees depend on which services are provided. However, fee types charged by Srs Capital Advisors, Inc likely are comprised of some combination of asset-based and hourly fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

730 17Th Street Suite 107
Denver, CO 80202

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Srs Capital Advisors, Inc Brokerage Details

Total Assets Under Management

$1,159,183,101

CO Average: $2,349,664,866
Total Number of Employees

22

CO Average: 28
Total Number of Accounts

3,450

CO Average: 1,101
Average Account Size

$335,995

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Anjanette Phetteplace Work History

Anjanette has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Srs Capital Advisors, Inc

2019 - Present (5 years)

N & A Professional Group, P.C

2009 - 2018 (9 years)

Renaissance Adventure Guides, LLC

2008 - 2019 (11 years)

N & A Professional Group, P.C

2001 - 2020 (19 years)

Noven Financial Group, Inc

*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 Anjanette Phetteplace 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 Srs Capital Advisors, Inc

Patrick South
Wayne, PA
Jeffrey Apps
Avon, CO
Michael Riordan
Denver, CO
Albert Flores
Denver, CO
Christian Pevarnik
Denver, CO
Geraldine Janiczek
Denver, CO
Philip Cook
Denver, CO
Patrick Johnson
Denver, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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