Michael
Thompson

Aveo Capital Partners, LLC

CRD#4310408
Investment Advisor
in Englewood, CO

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About this Advisor

Michael Thompson is a certified financial planner who works in Englewood, Colorado with a total of 11 years of industry experience. Thompson currently works for Aveo Capital Partners, LLC. During their career, the advisor has held roles at Stephen A. Kohn & Associates, LTD, Aveo Capital Partners and Atlas Investment Group, LLC. Thompson has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California, Colorado and Texas. Aveo Capital Partners, LLC is a business headquartered in Englewood, CO. The company has offices in two locations and a total of 23 advisors. It handles $1 billion in assets under management across its 3,791 client accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 10 charitable organizations. Of its 3,791 customer accounts, 28% are associated with high-net-worth investors who have greater than $1 million in assets. Aveo Capital Partners, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services largely depend on which services the firm provides the client. Fee types billed by Aveo Capital Partners, LLC can include any blend of asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

9635 Maroon Circle Suite 440
Englewood, CO 80112

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Aveo Capital Partners, LLC Brokerage Details

Total Assets Under Management

$1,314,556,813

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

23

CO Average: 28
Total Number of Accounts

3,791

CO Average: 1,101
Average Account Size

$346,757

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

Michael Thompson Work History

Michael has been registered as a financial advisor for 11 years.*

2017 - Present (7 years)

Atlas Investment Group, LLC

2012 - Present (12 years)

Stephen A. Kohn & Associates, LTD

2012 - Present (12 years)

Aveo Capital Partners

*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 Michael Thompson 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 Aveo Capital Partners, LLC

Dana Bath
Englewood, CO
Marsha Nuttall
Englewood, CO
Michael Thompson
Englewood, CO
Patrick Henderson
Englewood, CO
Keys Tinney
Englewood, CO
Brian Rorick
Englewood, CO
Michael Beermann
Englewood, CO
Andrew Feldman
Englewood, 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.

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