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2301 E Pikes Peak Ave, Colorado Springs, CO 80910 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2024-11-07 |
| OH | RA | APPROVED | 2024-09-26 |
Branch Locations
2301 E Pikes Peak Ave, Colorado Springs, CO 80910 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creative Financial Services, Inc | Colorado Springs | CO | 07/2013 | 08/2024 |
| Phoenix Fiscal Inc Dba Unity Wealth Strategies | Colorado Springs | CO | 09/2024 | Present |
Began working 10/15/2024 as the Operations & Client Experience Specialist with Hessel Financial Advisors, LLC. Part time employee, 10-15 hours/week, The firm provides financial planning and investment management. Duties include corresponding with clients, processing paperwork and supporting advisor as needed. No investment advice will be provided in this role. 19330 Emerald Drive, Brookfield, WI 53045 262-408-3923
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-28 |
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