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Boman Bird Stacey

Forward Wealth

Lone Tree, CO

Aqi

Lone Tree, CO

CRD 7434268

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Employer firm

Forward Wealth CRD 339154

$111M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Forward Wealth

10465 Park Meadows Drive Suite 107, Lone Tree, CO 80124 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-07-30
CO RA APPROVED 2026-07-08
  • TX RA
    APPROVED_RES
    Since 2026-07-30
  • CO RA
    APPROVED
    Since 2026-07-08

Branch Locations

10465 Park Meadows Drive Suite 107, Lone Tree, CO 80124 • United States

Aqi

10465 Park Meadows Drive Suite 107, Lone Tree, CO 80124 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-07-07
  • CO RA
    APPROVED
    Since 2026-07-07

Branch Locations

10465 Park Meadows Drive Suite 107, Lone Tree, CO 80124 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gallacher Capital Management, Llc Lone Tree CO 02/2021 07/2026
Abbott Knoxville TN 07/2016 08/2021
Klas Research Orem UT 01/2015 07/2021
Gallacher Capital Llc Lone Tree CO 07/2026 Present
Aqi Lone Tree CO 07/2026 Present
  • 02/2021 → 07/2026
    Gallacher Capital Management, Llc
    Lone Tree, CO
  • 07/2016 → 08/2021
    Abbott
    Knoxville, TN
  • 01/2015 → 07/2021
    Klas Research
    Orem, UT
  • 07/2026 → Present
    Gallacher Capital Llc
    Lone Tree, CO
  • 07/2026 → Present
    Aqi
    Lone Tree, CO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-17
  • S65 Uniform Investment Adviser Law Examination
    2021-10-17

View on SEC IAPD

Nearby Firms

STRATEGIC ADVISERS LLC
LPL FINANCIAL LLC
LPL ENTERPRISE, LLC

Nearby Investors

SHALINI J. MAYL
KYLE SMITH
BRIANNA MARIE MATHIS

Nearby Offices

STRATEGIC ADVISERS LLC · LONE TREE, CO
LPL FINANCIAL LLC · CENTENNIAL, CO
STRATEGIC ADVISERS LLC · CENTENNIAL, CO

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