Gordan
Post
Transform Wealth, LLC
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About this Advisor
Gordan Post is a certified financial planner working in Englewood, Colorado who has 4 years of industry experience. Post works at Transform Wealth, LLC. Their career trajectory has included roles at Cobiz Wealth, The Milestone Group, Inc and Transform Wealth, LLC. Post maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Colorado. Transform Wealth, LLC is a business that has its headquarters in Englewood, CO. The company has offices in four locations and a total of 26 financial advisors. It controls $2 billion in assets among its 1,565 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves nine charities and foundations. Of its 1,565 customer accounts, 28% belong to high-net-worth clients who have greater than $1 million in investable assets. Transform Wealth, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fees usually vary depending on which services are provided. Fees charged by Transform Wealth, LLC can consist of some combination of asset-based, hourly, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transform Wealth, LLC Brokerage Details
$2,201,893,915
26
1,565
$1,406,961
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Gordan Post Work History
Gordan has been registered as a financial advisor for 4 years.*
Transform Wealth, LLC
The Milestone Group, Inc
Cobiz Wealth
*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 Gordan Post 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 Transform Wealth, LLC
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, 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.
