Thomas
Darden

Jim Saulnier & Associates, LLC

CRD#6616518
Investment Advisor
in Fort Collins, CO

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About this Advisor

Thomas Darden is a financial advisor based in Fort Collins, Colorado, working with Jim Saulnier & Associates, LLC. Thomas has previously held positions at Glaxosmithkline, Na, Edward Jones, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Jim Saulnier & Associates, LLC, and Jim Saulnier & Associates. Thomas has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Thomas is part of Jim Saulnier & Associates, LLC, which operates out of Fort Collins, Colorado. The firm has 5 employees and manages assets totaling $116.4 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, and selection of other advisers. The fee structure at Jim Saulnier & Associates, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

506 East Mulberry St
Fort Collins, CO 80524

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Jim Saulnier & Associates, LLC Brokerage Details

Total Assets Under Management

$116,438,984

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

5

CO Average: 28
Total Number of Accounts

443

CO Average: 1,101
Average Account Size

$262,842

CO Average: $2,134,119

Investment Advisory Services

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

Thomas Darden Work History

2019 - Present (5 years)

Jim Saulnier & Associates, LLC

2019 - Present (5 years)

Jim Saulnier & Associates

2016 - Present (8 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - Present (8 years)

Bank Of America, N.A

2017 - 2019 (2 years)

Na

2016 - 2016 (< 1 year)

Edward Jones

2016 - 2017 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2015 - 2016 (1 year)

Na

2009 - 2015 (6 years)

Glaxosmithkline

Disclosures

Please visit the SEC profile of Thomas Darden 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 Jim Saulnier & Associates, LLC

James Saulnier
Fort Collins, CO
Jacob Vonloh
Fort Collins, CO
Thomas Darden
Fort Collins, CO
Jacob Turner
Fort Collins, CO
Christopher Stein
Fort Collins, 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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