Charles
Pastor

Intellicents Investment Solutions Inc

CRD#7334929
Investment Advisor
in Golden, CO

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Charles Pastor is a financial advisor based in Golden, Colorado, working with Intellicents Investment Solutions Inc. Charles has previously held positions at Water World Colorado, Sweet Success, Inc, Makeena, Inc, Tri-State Generation And Transmission Association, Registria, University Of Colorado At Boulder, Horizon High School, Enrich Finance, Inc, Damn Good Planning LLC, and Intellicents Investment Solutions, Inc. Charles has passed the Series 65 regulatory exam and is registered to provide services in Colorado and Texas. Currently, Charles is part of Intellicents Investment Solutions Inc, which operates out of Golden, Colorado. The firm has 8 offices and 64 employees. The firm manages assets totaling $6.0 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters, and educational seminars. The fee structure at Intellicents Investment Solutions Inc includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

1111 Washington Ave Suite 115
Golden, CO 80401

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Intellicents Investment Solutions Inc Brokerage Details

Total Assets Under Management

$6,009,674,946

CO Average: $5,289,111,388
Total Number of Employees

64

CO Average: 157
Total Number of Accounts

4,381

CO Average: 8,262
Average Account Size

$1,371,759

CO Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Charles Pastor Work History

2021 - Present (4 years)

Intellicents Investment Solutions, Inc

2021 - 2021 (< 1 year)

Damn Good Planning LLC

2020 - 2020 (< 1 year)

Registria

2017 - 2018 (1 year)

Makeena, Inc

2017 - 2019 (2 years)

Tri-State Generation And Transmission Association

2017 - 2021 (4 years)

University Of Colorado At Boulder

2016 - 2019 (3 years)

Sweet Success, Inc

2016 - 2020 (4 years)

Enrich Finance, Inc

2013 - 2015 (2 years)

Water World Colorado

2013 - 2017 (4 years)

Horizon High School

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Charles Pastor 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 Intellicents Investment Solutions Inc

Jared Goforth
Albert Lea, MN
Kevin Atnip
Albert Lea, MN
Kenneth Burkhead
Albert Lea, MN
Devin Reimer
Albert Lea, MN
Scott Wightman
Overland Park, KS
Samuel Matheson
Albert Lea, MN
Amanda Smith
Albert Lea, MN
Bryan Sarff
Overland Park, KS

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started