Joseph
Rusinko

Elk River Wealth Management LLC

CRD#6378844
Investment Advisor
in Denver, CO

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Joseph Rusinko is a financial advisor based in Denver, Colorado, working with Elk River Wealth Management LLC. Joseph has previously held positions at Elk River Wealth Management, LLC, Wealthshield, LLC, Bok Financial Private Wealth, Inc, Cobiz Financial, Inc, Mount Yale Capital Group, LLC, Rbc Capital Markets, LLC, and the University Of Denver. Joseph is registered to provide services in Colorado. Currently, Joseph is part of Elk River Wealth Management LLC, which operates out of Denver, Colorado. The firm has 1 office and 11 employees. The firm manages assets totaling $930.8 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, and the selection of other advisers. The fee structure at Elk River Wealth Management LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1125 17Th Street Suite 720
Denver, CO 80202

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.

Elk River Wealth Management LLC Brokerage Details

Total Assets Under Management

$930,777,442

CO Average: $2,349,664,866
Total Number of Employees

11

CO Average: 28
Total Number of Accounts

775

CO Average: 1,101
Average Account Size

$1,201,003

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Joseph Rusinko Work History

2021 - Present (4 years)

Elk River Wealth Management, LLC

2020 - 2021 (1 year)

Wealthshield, LLC

2019 - 2020 (1 year)

Bok Financial Private Wealth, Inc

2015 - 2019 (4 years)

Cobiz Financial, Inc

2015 - 2015 (< 1 year)

Mount Yale Capital Group, LLC

2014 - 2014 (< 1 year)

Rbc Capital Markets, LLC

2011 - 2015 (4 years)

University Of Denver

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Joseph Rusinko 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

Josh Weisel
Denver, CO
Daniel Owens
Denver, CO
Rita Day
Denver, CO
Juliet Hull
Denver, CO
Joseph Rusinko
Denver, CO
Brooks Merrifield
Denver, CO
Corey Gragg
Denver, 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.

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