Samuel
Flaten
Gold Medal Waters, Inc
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About this Advisor
Samuel Flaten is a certified financial planner and chartered financial consultant who works in Boulder, Colorado with a total of 1 year of industry experience. Flaten is on the advisory team at Gold Medal Waters, Inc. Their career trajectory has included roles at Mainstreet Capital Managment, Lpl Financial, LLC, Student, Uwrf, Great Valley Advisor Group, Inc, Mainstreet Capital Management, Gold Medal Waters, Inc, Northwestern Mutual and Valley Forge Pt. Flaten maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Wisconsin. Gold Medal Waters, Inc is a financial advisory business operating in Boulder, Colorado. It has offices in seven locations and a total of seven employees. It handles $155 million in total assets between its 571 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 571 accounts, 31% are associated with high-net-worth clients who have more than $1 million in assets. Gold Medal Waters, Inc offers a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors typically are based on the type of services. Fees charged by Gold Medal Waters, Inc can include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gold Medal Waters, Inc Brokerage Details
$154,953,868
7
571
$271,373
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Samuel Flaten Work History
Samuel has been registered as a financial advisor for 1 years.*
Valley Forge Pt
Gold Medal Waters, Inc
Great Valley Advisor Group, Inc
Mainstreet Capital Management
Lpl Financial, LLC
Northwestern Mutual
Mainstreet Capital Managment
Uwrf
Student
*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 Samuel Flaten 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 Gold Medal Waters, Inc
Lafayette, CO
St. Petersburg, FL
Boulder, CO
Boulder, CO
Louisville, CO
Boulder, 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.
