Steven
Lynds

Gill Capital Partners, LLC

CRD#6326010
Investment Advisor
in Denver, CO

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About this Advisor

Steven Lynds is a financial advisor based in Denver, Colorado, working with Gill Capital Partners, LLC. Steven has previously held positions at New York Life Insurance, Nylife Securities LLC, Gwfs Equities, Inc, Personal Capital Advisors Corporation, and Empower Advisory Group, LLC. Steven has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, Steven is part of Gill Capital Partners, LLC, which operates out of Denver, Colorado. The firm has 18 employees and manages assets totaling $717.9 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Gill Capital Partners, LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

600 S. Cherry St. Suite 800
Denver, CO 80246-1710

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Gill Capital Partners, LLC Brokerage Details

Total Assets Under Management

$717,903,721

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

18

CO Average: 28
Total Number of Accounts

1,518

CO Average: 1,101
Average Account Size

$472,927

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Steven Lynds Work History

2023 - Present (1 year)

Empower Advisory Group, LLC

2020 - Present (4 years)

Personal Capital Advisors Corporation

2018 - 2020 (2 years)

Personal Capital Advisors Corporation

2017 - 2018 (1 year)

Gwfs Equities, Inc

2016 - 2017 (1 year)

Gwfs Equities, Inc

2014 - 2016 (2 years)

New York Life Insurance

2014 - 2016 (2 years)

Nylife Securities LLC

2014 - 2016 (2 years)

New York Life Insurance

Disclosures

Please visit the SEC profile of Steven Lynds 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 Gill Capital Partners

Terri Propp
Denver, CO
Austyn Casale
Denver, CO
Steven Lynds
Denver, CO
Raymond Schickling
Denver, CO
Traci Sarmiento
Denver, CO
Leslie Rojas
Denver, CO
Chad Wanger
Denver, CO
John Winslow
Denver, 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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