Brian
Rorick

Aveo Capital Partners, LLC

CRD#4525184
Investment Advisor
in Englewood, CO

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About this Advisor

Brian Rorick is a financial advisor based in Englewood, Colorado, working with Aveo Capital Partners, LLC. Brian has previously held positions at Aveo Capital Partners, LLC, Stephen A. Kohn & Associates, LTD, and Axcent Private Capital, LLC. Brian has passed the Series 66 regulatory exam and is registered to provide services in California, Colorado, Indiana, and Texas. Currently, Brian is part of Aveo Capital Partners, LLC, which operates out of Englewood, Colorado. The firm has 2 offices and 33 employees. The firm manages assets totaling $1.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Aveo Capital Partners, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

9635 Maroon Circle Suite 440
Englewood, CO 80112

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Aveo Capital Partners, LLC Brokerage Details

Total Assets Under Management

$1,513,251,107

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

33

CO Average: 28
Total Number of Accounts

4,113

CO Average: 1,101
Average Account Size

$367,919

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Brian Rorick Work History

2016 - Present (9 years)

Axcent Private Capital, LLC

2011 - Present (14 years)

Aveo Capital Partners, LLC

2011 - Present (14 years)

Stephen A. Kohn & Associates, LTD

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Brian Rorick 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 Aveo Capital Partners, LLC

Andrew Feldman
Englewood, CO
Robert Douglas
Englewood, CO
Chad Williams
Englewood, CO
Alexander Cameron
Englewood, CO
Rex Emery
Englewood, CO
Kenneth Senour
Denver, CO
Marsha Nuttall
Englewood, CO
Dana Bath
Englewood, CO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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