Betty
Tomlinson
Cimarron Wealth Management, Inc
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About this Advisor
Betty Tomlinson is a financial advisor operating out of Montrose, Colorado with a total of 4 years of industry experience. Tomlinson is an employee of Cimarron Wealth Management, Inc. Tomlinson has gained experience at Bancwest Investment Services Inc/Pershing Financial, Bancwest Investment Services/Pershing Financial, Lpl Financial LLC, Strategic Wealth Advisors Group, Cimarron Wealth Management (F/K/A Colorado West Investments) and Colorado West Investments, Inc. Tomlinson holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to serve investors in Colorado, Louisiana and Texas. Cimarron Wealth Management, Inc is a registered investment firm that has its headquarters in Montrose, CO. The investment advisory business has a total of 11 financial advisors. It administers $187 million in assets under management across its 951 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 951 accounts, just 8% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Cimarron Wealth Management, Inc provides a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Financial advisory fees depend on which service is offered. However, fees billed by Cimarron Wealth Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cimarron Wealth Management, Inc Brokerage Details
$186,508,745
11
951
$196,119
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Betty Tomlinson Work History
Betty has been registered as a financial advisor for 4 years.*
Cimarron Wealth Management (F/K/A Colorado West Investments)
Lpl Financial LLC
Cimarron Wealth Management (F/K/A Colorado West Investments)
Colorado West Investments, Inc
Strategic Wealth Advisors Group
Bancwest Investment Services/Pershing Financial
Bancwest Investment Services Inc/Pershing Financial
*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 Betty Tomlinson 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 Cimarron Wealth Management, Inc
Gunnison, CO
Montrose, CO
Gunnison, CO
Montrose, CO
Gunnison, CO
Gunnison, CO
Montrose, CO
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