Jesse
Seidel
United Advisor Group
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About this Advisor
Jesse Seidel is a financial advisor based in Castle Rock, Colorado, working with United Advisor Group. Jesse has previously held positions at Wallace Properties, Inc, Tally Capital Management, Inc, United Advisors Group, Nexa Mortgage, LLC, Geneva Financial, Colten Mortgage, Loan Simple, Move Inc, and Moria Development. Jesse has passed the Series 65 regulatory exam and is registered to provide services in Colorado. Currently, Jesse is part of United Advisor Group, which operates out of Castle Rock, Colorado. The firm has 18 offices and 35 employees. The firm manages assets totaling $578.8 million 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, selection of other advisers, and educational seminars. The fee structure at United Advisor Group includes asset-based, hourly, and fixed fees.
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Fee Structure
Office Location
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United Advisor Group Brokerage Details
$578,774,254
35
5,955
$97,191
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Jesse Seidel Work History
United Advisors Group
Nexa Mortgage, LLC
Tally Capital Management, Inc
Geneva Financial
Colten Mortgage
Loan Simple
Move Inc
Moria Development
Wallace Properties, Inc
Disclosures
Please visit the SEC profile of Jesse Seidel 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 United Advisor Group
Cincinnati, OH
Idaho Falls, ID
Cincinnati, OH
Cincinnati, OH
Springfield, MO
Franklin, TN
Cincinnati, OH
Castle Rock, 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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