Timothy
Keeton

Parsonex Advisory Services, Inc

CRD#2900601
Investment Advisor
in Windsor, CO

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Timothy Keeton is a financial advisor operating in Windsor, Colorado with 2 years of relevant experience. Keeton is currently employed by Parsonex Advisory Services, Inc. Keeton has gained experience at Colorado State Patrol, Parsonex Advisory Services and Larimer County Sheriffs Office. Keeton maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Colorado. Parsonex Advisory Services, Inc is a financial advisory company that has its headquarters in Englewood, CO. The firm has offices in four locations and just five employees. It oversees $106 million in assets among its 438 customer accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 438 client accounts, just 7% are associated with high-net-worth clients who have at least $1 million in assets. The business has a wide assortment of services, including 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, publication of newsletters and educational seminars. Fees charged by financial advisors typically depend on the financial services provided. However, fees charged by Parsonex Advisory Services, Inc most likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees

Office Location

Windsor, CO

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Parsonex Advisory Services, Inc Brokerage Details

Total Assets Under Management

$106,099,329

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

5

CO Average: 28
Total Number of Accounts

438

CO Average: 1,101
Average Account Size

$242,236

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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Timothy Keeton Work History

Timothy has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Larimer County Sheriffs Office

2017 - Present (7 years)

Parsonex Advisory Services

1998 - 2021 (23 years)

Colorado State Patrol

*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 Timothy Keeton 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 Parsonex Advisory Services, Inc

Zachary Stewart
Englewood, CO
Jose Jimenez
Englewood, CO
Brian Neustrom
Englewood, CO
Adam Drewry
Englewood, CO
Robert Sutton
Englewood, CO
Mark Molenaar
Englewood, CO
Brian Bishop
Englewood, CO
John Mccarthy
Tustin, CA

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started