Mary R Salas

Current Employers

Employment History

• 06/2009 → 10/2019
  1St Global Advisors, Inc.
  Denver, CO
• 06/2009 → 10/2019
  1St Global Capital Corp.
  Denver, CO
• 04/2014 → 09/2016
  I.M. Wealth Care, Llc
  Denver, CO
• 06/2009 → 09/2025
  Avantax Insurance Services, Inc.
  Denver, CO
• 12/2017 → Present
  Ryan, Gunsauls & O'DOnnell, Llc
  Denver, CO
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Denver, CO
• 10/2019 → 09/2025
  Avantax Advisory Services
  Denver, CO
• 01/2024 → Present
  Wealthspring Financial Partners Llc
  Denver, CO
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Denver, CO
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Denver, CO
  Denver, CO
  Denver, CO
• 2009-06-11 → 2019-10-25
  1St Global Advisors Inc
  Denver, CO
• 2014-04-07 → 2016-09-09
  I.M. Financial, Llc
  Greenwood Village, CO
• 2004-02-17 → 2009-05-11
  Pruco Securities, Llc.
  Englewood, CO
  Englewood, CO
  Englewood, CO
• 2002-05-01 → 2003-02-27
  Banc One Securities Corporation
  Denver, CO

Other Businesses

1) COLORADO AUTHORS' HALL OF FAME POSITION: Director NATURE: CAHOF celebrates the accomplishments of authors residing in, or writing about, Colorado. This is a 501(c)(3) organization on which I serve on the Board of Directors as a volunteer. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/07/2021 ADDRESS: 8122 South Quatar Circle, Aurora CO 80016 DESCRIPTION: All-volunteer charitable organization originally founded in 2014, striving to educate Coloradans and the rest of the country about the stories of the authors who shaped their works using the backdrop of Colorado. The Board carries out the direction of the group, including the creation and execution of many projects, programs, and events planned by the Board 2) HEDWIG I. SWIGGUM DURABLE POA POSITION: co-POA NATURE: My mother's Durable POA was updated last month shortly after having been admitted to a nursing home. I am co-POA with my brother. She has paper stock certificates which need to be submitted to the stock transfer company for conversion to DRS and then transferred to an NFS brokerage account so they can be sold to pay for her nursing home care. The stock transfer company will not sell these shares. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/25/2023 ADDRESS: 8764 E Radcliff Ave, Denver CO 80237 DESCRIPTION: As co-POA, either or both my brother and I can transact any financial matter as agent for my mother, including investments, bank accounts, property upkeep and sale, completing applications for financial assistance, life insurance matters, etc. 3) WEALTHSPRING FINANCIAL PARTNERS LLC POSITION: Referring Advisor NATURE: Provide wealth management, financial and investment advisory services to my former clients of Peak Wealth Strategies who will transition to Wealthspring Financial Partners INVESTMENT RELATED: Yes NUMBER OF HOURS: 176 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2024 ADDRESS: 7900 E. Union Ave, Suite 1100, Denver CO 80237 DESCRIPTION: Financial professional for Peak Wealth Strategies.NORTON TRUST DATED JULY 14, 2023 POSITION: Successor trustee NATURE: Serve as trustee of the Trust in the event of the death or incapacity of the second of two grantors or at such earlier time should a grantor/trustee resign. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 5590 East Yale Ave, Suite 102, Denver CO 80222 DESCRIPTION: Distributions of property, payment of expenses and taxes, coordinate with personal rep, make tax elections, allocations to Trust 4) NORTON TRUST DATED JULY 14, 2023 POSITION: Successor trustee NATURE: Serve as trustee of the Trust in the event of the death or incapacity of the second of two grantors or at such earlier time should a grantor/trustee resign. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 8764 E Radcliff Ave, Denver CO 80237 DESCRIPTION: Distributions of property, payment of expenses and taxes, coordinate with personal rep, make tax elections, allocations to the Survivor's Trust, all in accordance with the terms of the trust.

Exams

• S66 Uniform Combined State Law Examination
  2002-04-26

Designations

Other Names

• Mary Jane Swiggum
• Mary J. Raabe
• Mary J. Salas