Brian
Colvert
Bonfire Financial, LLC
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About this Advisor
Brian Colvert is a certified financial planner who works out of Colorado Springs, Colorado, who has 6 years of industry experience. Colvert is an employee of Bonfire Financial, LLC. Over the course of their career, Colvert has held roles at Ubs Financial Services Inc and Bonfire Financial, LLC. Colvert holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Colorado and Texas. Bonfire Financial, LLC is an advisory business headquartered in Colorado Springs, CO. It controls $142 million in assets under management across its 630 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 630 accounts, 20% are held by high-net-worth individuals who have more than $1 million in investable assets. Bonfire Financial, LLC provides a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fees charged by Bonfire Financial, LLC most likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bonfire Financial, LLC Brokerage Details
$142,133,301
4
630
$225,608
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Brian Colvert Work History
Brian has been registered as a financial advisor for 6 years.*
Bonfire Financial, LLC
Ubs Financial Services 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 Brian Colvert 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 Bonfire Financial, LLC
Colorado Springs, CO
Colorado Springs, CO
Colorado Springs, CO
Colorado Springs, 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.
