Kelly
St. George

Colorado Wealth Group LLC

CRD#5793325
Investment Advisor
in Denver, CO

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About this Advisor

Kelly St. George is a financial advisor based in Denver, Colorado who has 2 years of relevant experience. St. George currently works for Colorado Wealth Group LLC. Throughout their career, St. George has worked at Co State University, World Financial Group, Solar City, Transamerica Financial Services, New York Life Insurance Company, Nylife Securities LLC, Wg Wilson Assoc, Aspen Grove Financial Strategies LLC, Presidential Brokerage, Inc, Colorado Wealth Group LLC and Far East Financial Services. St. George has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Colorado. Colorado Wealth Group LLC is a registered investment firm headquartered in Denver, CO. It administers $119 million in assets between its 891 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 891 customer accounts, just 7% are held by high-net-worth clients who have more than $1 million in investable assets. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Financial advisory fee schedules largely are based on the services. However, fee types billed by Colorado Wealth Group LLC most likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1345 S. Broadway
Denver, CO 80210

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Colorado Wealth Group LLC Brokerage Details

Total Assets Under Management

$118,971,026

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

9

CO Average: 28
Total Number of Accounts

891

CO Average: 1,101
Average Account Size

$133,525

CO Average: $2,134,119

Investment Advisory Services

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

Kelly St. George Work History

Kelly has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Colorado Wealth Group LLC

2020 - Present (4 years)

Far East Financial Services

2019 - 2020 (1 year)

Presidential Brokerage, Inc

2017 - 2019 (2 years)

Aspen Grove Financial Strategies LLC

2014 - 2019 (5 years)

Nylife Securities LLC

2013 - 2019 (6 years)

New York Life Insurance Company

2013 - 2013 (< 1 year)

Wg Wilson Assoc

2012 - 2013 (1 year)

World Financial Group

2012 - 2013 (1 year)

Solar City

2012 - 2013 (1 year)

Transamerica Financial Services

2011 - 2013 (2 years)

Co State University

*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 Kelly St. George 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 Colorado Wealth Group LLC

Jeremy Phillips
Denver, CO
Jacob Ray
Denver, CO
James Glasheen
Denver, CO
Kelly St. George
Denver, CO
Bruce Larsen
Denver, CO
Steven Harp
Denver, CO
Carter Hench
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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