AdFi
BC

Brian C Colvert

Investment Adviser Representative at Bonfire Financial, LLC

Colorado Springs, COCRD #5304258Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Brian C. Colvert is an investment adviser representative with Bonfire Financial, LLC in Colorado Springs, CO, where they have been registered since 2017. They have worked in the securities industry since 2007 and have been registered with 3 firms, including UBS Financial Services Inc. and Citigroup Global Markets Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Colorado and Texas.

Office

5755 Mark Dabling Blvd, Ste 220
Colorado Springs, CO 80919

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Colorado, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 6/14/2007
SIE
Securities Industry Essentials Examination
Passed 5/30/2017
Series 7
General Securities Representative Examination
Passed 4/30/2007

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Bonfire Financial, LLCCurrent
5/22/2017 – Colorado Springs, CO
UBS Financial Services Inc.
4/21/2009 – 5/30/2017Colorado Springs, CO
Citigroup Global Markets Inc.
6/19/2007 – 5/12/2009Colorado Springs, CO

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. UBS Financial Services Inc
    Apr 2009 – May 2017Colorado Springs, CO
  2. Bonfire Financial, LLC
    May 2017 – no end date reportedColorado Springs, CO

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Bonfire Financial, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Estimated blended rate
0.012

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Comprehensive retirement planning through the Bonfire Method, including tax review, insurance gap analysis, investment and risk alignment, estate planning preparation, alternative asset guidance, and a personalized retirement roadmap delivered across four coordinated meetings in 30 days.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension Consulting
Firm areas of expertise
Retirement PlanningFee-onlyFiduciaryTax PlanningInvestment ManagementInsurance ReviewEstate PlanningAlternative InvestmentsFinancial PlanningCFP

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable Organizations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
4
Offices listed on AdvisorFinder:
1
Main office:
Colorado Springs, CO
SEC file number:
801-119543

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 8, 2026

View full firm profile

Other advisors at Bonfire Financial, LLC

3 other advisors in the directory

View Bonfire Financial, LLC firm profile

Similar advisors in Colorado Springs, CO

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brian C Colvert has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched