Juan
Villegas

Prudeo Partners, LLC

CRD#7388892
Investment Advisor
in Colorado Springs, CO

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About this Advisor

Juan Villegas is a financial advisor based in Colorado Springs, Colorado with 1 year of relevant experience. Villegas is currently employed by Prudeo Partners, LLC. During their career, the advisor has held roles at Carlson Financial, First Insurance Services Inc, American National Insurance Company, Army Colorado National Guard, La Junta Jr\Sr High School, Cfg and Fortune Financial Services. Villegas holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Colorado and Texas. Prudeo Partners, LLC is a firm that has its headquarters in West Columbia, SC. The company has a total of 10 people on staff. It administers $358 million in assets under management among its 1,425 accounts, making it one of the bigger firms in the country by assets under management. The firm serves one charitable organizations. Of its 1,425 client accounts, 18% are associated with high-net-worth individuals who have at least $1 million in assets. Prudeo Partners, LLC has a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors typically vary depending on which service is provided. However, fees billed by Prudeo Partners, LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Colorado Springs, CO

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Prudeo Partners, LLC Brokerage Details

Total Assets Under Management

$357,879,375

CO Average: $646,059,043
Total Number of Employees

10

CO Average: 13
Total Number of Accounts

1,425

CO Average: 661
Average Account Size

$251,143

CO Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Juan Villegas Work History

Juan has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Cfg

2022 - Present (2 years)

Fortune Financial Services

2021 - 2022 (1 year)

Carlson Financial

2019 - 2021 (2 years)

First Insurance Services Inc

2018 - 2019 (1 year)

American National Insurance Company

2015 - 2019 (4 years)

Army Colorado National Guard

2009 - 2016 (7 years)

La Junta Jr\Sr High School

*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 Juan Villegas 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 Prudeo Partners, LLC

Christian Tyler
West Columbia, SC
Juan Villegas
Colorado Springs, CO
Sheila Little
Reading, PA
Andrew Todd
West Columbia, SC
Lawrence Miller
West Columbia, SC
Michael Krumholz
West Columbia, SC

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.

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