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Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
CP

Collin Patrick Walker

Indiana·CRD #6804311
Dual-registered

Dual-registered at INDEPENDENT FINANCIAL PARTNERS

Experience
5 yrs
States
1
Exams
5
Since
2021
Fee
AUM / Hourly / Flat Fee / Other
View profile
CS

Collin Scott Korte

Michigan·CRD #6897441
Dual-registered

Dual-registered at HANTZ FINANCIAL SERVICES, INC.

Experience
8 yrs
States
1
Exams
3
Since
2018
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
CS

Collin Steinhauer

Michigan·CRD #7246298
Dual-registered

Dual-registered at REHMANN WEALTH

Experience
3 yrs
States
1
Exams
4
Since
2023
Est. fee
AUM / Hourly / Flat Fee / Other
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CS

Collin Sullivan

California·CRD #8241805
IA Rep

Investment Adviser Rep at MARINER WEALTH

States
1
Since
2026
Fee
Other
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CT

Collin Thomas Palmeri

Delaware·CRD #7844378
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
2 yrs
States
3
Exams
3
Since
2024
Est. fee
AUM / Flat Fee
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CT

Collin Trent Habig

Florida·CRD #6796377
Dual-registered

Dual-registered at SUMMIT FINANCIAL, LLC

Experience
8 yrs
States
1
Exams
3
Since
2018
Est. fee
AUM / Flat Fee
Minimum
$100k
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CV

Collin Vincent McAninch

Ohio·CRD #6879623
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
3 yrs
States
1
Exams
4
Since
2023
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CW

Collin Wolf

California·CRD #7560516
IA Rep

Investment Adviser Rep at TRILOGY CAPITAL, INC.

Experience
3 yrs
States
1
Exams
1
Since
2023
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CX

Collin Xavier Bennett

Illinois·CRD #7363771
Dual-registered

Dual-registered at ASSETMARK, INC.

Experience
4 yrs
States
1
Exams
4
Since
2022
Est. fee
AUM / Flat Fee
View profile
CY

Collin Yin Chu

California·CRD #7189629
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
6 yrs
States
2
Exams
3
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
CL

Collyn Lee Curtis

Nebraska·CRD #6375868
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
11 yrs
States
1
Exams
4
Since
2015
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CD

Colman D Garvey

California·CRD #7370347
Dual-registered

Dual-registered at LIDO

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
CH

Colm Henry Donohue O'Connor

Maryland·CRD #8234871
IA Rep

Investment Adviser Rep at THE BALDWIN GROUP WEALTH ADVISORS, LLC

States
1
Exams
1
Since
2026
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
CM

Colombo M Baldini

Michigan·CRD #1242744
Dual-registered

Dual-registered at WEALTHSPIRE RETIREMENT ADVISORY

Experience
29 yrs
States
1
Exams
4
Since
1997
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
CJ

Colten Jasper Mellows

Montana·CRD #6440043
Dual-registered

Dual-registered at MARINER ADVISOR NETWORK

Experience
11 yrs
States
2
Exams
3
Since
2015
Est. fee
AUM / Hourly / Flat Fee
View profile
CT

Colten Tyler Kitcho

New York·CRD #7343632
IA Rep

Investment Adviser Rep at NOTE ADVISORS, LLC

Experience
3 yrs
States
1
Exams
1
Since
2023
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
CE

Coltin Edward Davis

Texas·CRD #7444771
Dual-registered

Dual-registered at SOLTIS INVESTMENT ADVISORS, LLC

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$750k
View profile
CA

Colton Adams

Colorado·CRD #7882054
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
1 yrs
States
2
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
View profile
CB

Colton Bernard White

Iowa·CRD #7262643
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
6 yrs
States
1
Exams
5
Since
2020
Est. fee
AUM / Hourly / Flat Fee
View profile
CC

Colton Chad Tucker

New York·CRD #7947878
IA Rep

Investment Adviser Rep at SUMMIT GLOBAL INVESTMENTS, LLC

Experience
2 yrs
States
2
Exams
1
Since
2024
Fee
AUM / Performance-based / Other
View profile
CE

Colton Edward Herrington

New York·CRD #6244797
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
12 yrs
States
2
Exams
3
Since
2014
Est. fee
AUM / Hourly / Flat Fee
View profile
CG

Colton Green

Texas·CRD #7539384
Dual-registered

Dual-registered at FOUNDATIONS INVESTMENT ADVISORS LLC

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
CH

Colton H Bradford

Alabama·CRD #7958187
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
1 yrs
States
2
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
CH

Colton Hennessey

South Carolina·CRD #7388714
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
3 yrs
States
2
Exams
4
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

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.

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