Kim
Cowdell
Intervest International, Inc
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About this Advisor
Kim Cowdell is a certified financial planner and chartered financial consultant based out of Saint George, Utah with a total of 4 years of industry experience. Cowdell is on the advisory team at Intervest International, Inc. Throughout their career, Cowdell has worked at First Western Advisors, Intervest International Equities Corp and Cowdell Insurance & Financial Services. Cowdell holds a Series 63 license, qualifying them as a securities broker, and is able to advise clients in Utah. Intervest International, Inc is a financial advisory business that has its headquarters in Colorado Springs, CO. The investment advisory business has offices in 20 locations and a total of 23 people on staff. It administers $74 million in assets across its 612 customer accounts, making it one of the smaller firms in the nation by assets under management. The advisory firm provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services usually vary depending on which services the firm provides the client. Fees billed by Intervest International, Inc most likely are comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Intervest International, Inc Brokerage Details
$74,433,191
23
612
$121,623
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Kim Cowdell Work History
Kim has been registered as a financial advisor for 4 years.*
Intervest International Equities Corp
Cowdell Insurance & Financial Services
First Western Advisors
*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 Kim Cowdell 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 Intervest International, Inc
Colorado Springs, CO
Berkeley, CA
Mcallen, TX
Colorado Springs, CO
Colorado Springs, CO
Summerville, SC
Colorado Springs, CO
Colorado Springs, 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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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.
