Norman
Alvis
Altus Wealth Group, LLC
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About this Advisor
Norman Alvis is a chartered financial analyst operating in Colorado Springs, Colorado with a total of 1 year of industry experience. Alvis is on the advisory team at Altus Wealth Group, LLC. Throughout their career, they have worked at Altus Wealth Group, LLC and Us Bank. Alvis holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Colorado and Texas. Altus Wealth Group, LLC is a registered investment business that has its headquarters in Colorado Springs, CO. The company has offices in two locations and a total of nine people on staff. It handles $386 million in assets between its 2,130 customer accounts, placing it among the larger investment advisory firms in the nation by assets under management. Of its 2,130 accounts, 21% belong to high-net-worth clients who have greater than $1 million in assets. The advisory firm provides a wide array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fee schedules typically are based on which services the firm provides the client. However, fees billed by Altus Wealth Group, LLC may include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Altus Wealth Group, LLC Brokerage Details
$386,172,967
9
2,130
$181,302
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Norman Alvis Work History
Norman has been registered as a financial advisor for 1 years.*
Altus Wealth Group, LLC
Us Bank
*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 Norman Alvis 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 Altus Wealth Group, LLC
Colorado Springs, CO
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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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