Jon
Springer
Elk River Wealth Management LLC
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About this Advisor
Jon Springer is a financial advisor operating in Denver, Colorado with 3 years of relevant experience. Springer is on the advisory team at Elk River Wealth Management LLC. Over the course of their career, Springer has held roles at Purshe Kaplan Sterling Investments Inc, U.S. Bancorp Investments, Inc, Lpl Financial, LLC, Mutual Of Omaha Bank (Ne) and Elk River Wealth Management LLC. Springer maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and is able to work in Nebraska. Elk River Wealth Management LLC is a registered investment firm that has its headquarters in Denver, CO. The firm has offices in two locations and a total of 14 employees. It has $831 million in total assets between its 735 client accounts, making it one of the bigger financial advisory firms in the United States by assets under management. The firm serves 13 charities and foundations. Of its 735 customer accounts, 39% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Elk River Wealth Management LLC provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services depend on which services the firm provides the client. Fees charged by Elk River Wealth Management LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Elk River Wealth Management LLC Brokerage Details
$830,816,633
14
735
$1,130,363
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jon Springer Work History
Jon has been registered as a financial advisor for 3 years.*
Purshe Kaplan Sterling Investments Inc
Elk River Wealth Management LLC
Lpl Financial, LLC
Mutual Of Omaha Bank (Ne)
U.S. Bancorp Investments, Inc
*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 Jon Springer 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 Elk River Wealth Management LLC
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, 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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