Kevin
England

Tier One Wealth Management

CRD#5558271
Investment Advisor
in Lone Tree, CO

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About this Advisor

Kevin England is a financial advisor based in Lone Tree, Colorado, working with Tier One Wealth Management. Kevin has previously held positions at Ameriprise Financial, Sigma Financial Corporation, Sigma Planning Corporation, and Tier One Wealth Management. Kevin has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and Colorado. Currently, Kevin is part of Tier One Wealth Management, which operates out of Lone Tree, Colorado. The firm has 1 office and 4 employees. The firm manages assets totaling $92.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and other services. The fee structure at Tier One Wealth Management includes asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

9380 Station Street, Suite 535
Lone Tree, CO 80124

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Tier One Wealth Management Brokerage Details

Total Assets Under Management

$92,574,206

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

4

CO Average: 28
Total Number of Accounts

353

CO Average: 1,101
Average Account Size

$262,250

CO Average: $2,134,119

Investment Advisory Services

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

Kevin England Work History

2022 - Present (2 years)

Tier One Wealth Management

2015 - 2022 (7 years)

Sigma Planning Corporation

2014 - 2014 (< 1 year)

Ameriprise Financial

2014 - 2022 (8 years)

Sigma Financial Corporation

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Disclosures

Please visit the SEC profile of Kevin England 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 Tier One Wealth Management

Kevin England
Lone Tree, CO
Garret Jett
Lone Tree, CO
Gregory Dexter
Lone Tree, 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.

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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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