John
Judd

Advisornet Wealth Partners

CRD#6015595
Investment Advisor
in Denver, CO

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About this Advisor

John Judd is a financial advisor based in Denver, Colorado, working with Advisornet Wealth Partners. John has previously held positions at National Planning Corporation, Financial Security Management, Inc, Peak Advisory Group, LLC, and Advisornet Wealth Management. John has passed the Series 66 regulatory exam and is registered to provide services in Colorado, South Dakota, and Texas. Currently, John is part of Advisornet Wealth Partners, which operates out of Denver, Colorado. The firm has 42 offices and 120 employees. The firm manages assets totaling $2.3 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, selection of other advisers, educational seminars, and other services. The fee structure at Advisornet Wealth Partners includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

225 Union Blvd, Suite 150
Denver, CO 80228

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Advisornet Wealth Partners Brokerage Details

Total Assets Under Management

$2,267,646,782

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

120

CO Average: 157
Total Number of Accounts

8,433

CO Average: 8,262
Average Account Size

$268,902

CO Average: $640,173

Investment Advisory Services

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

John Judd Work History

2018 - Present (7 years)

Peak Advisory Group, LLC

2018 - Present (7 years)

Advisornet Wealth Management

2014 - 2018 (4 years)

Financial Security Management, Inc

2012 - 2017 (5 years)

National Planning Corporation

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Disclosures

Please visit the SEC profile of John Judd 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 Advisornet Wealth Partners

Jared Price
Denver, CO
William Will
Hopkins, MN
Anders Haugen
Saint Paul, MN
Ryan Keshemberg
Hopkins, MN
David Weinbach
Madison, WI
Logan Taft
Hopkins, MN
Daniel Bonkoski
Rapid City, SD
Jeremy Lipinski
Hopkins, MN

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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