Best Investors Account Sign in
Inactive

Cole Brady Anderson

Intergy Private Wealth, LLC

Colorado Springs, CO

Claim This Profile
Current Employers
Intergy Private Wealth, Llc

13 S. Tejon St. Suite 400, Colorado Springs, CO 80903 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-06-23
  • CO RA
    APPROVED
    Since 2026-06-23

Branch Locations

13 S. Tejon St. Suite 400, Colorado Springs, CO 80903 • 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
Benchmark Inc. Colorado Springs CO 05/2016 09/2016
Bobby Q Phoenix AZ 09/2016 05/2017
Benchmark Inc. Colorado Springs CO 05/2017 09/2017
Desert Mountain Scottsdale AZ 09/2017 04/2018
N/A Phoenix AZ 05/2018 10/2019
Charles Schwab Phoenix AZ 06/2019 10/2019
Rnr Securities, Llc East Meadow NY 07/2019 11/2020
School Phoenix AZ 04/2010 05/2018
Collins Wealth Management, Inc. Colorado Springs CO 06/2019 09/2025
Kestra Advisory Services, Llc Colorado Springs CO 09/2025 06/2026
Intergy Private Wealth, Llc Colorado Springs CO 06/2026 Present
  • 05/2016 → 09/2016
    Benchmark Inc.
    Colorado Springs, CO
  • 09/2016 → 05/2017
    Bobby Q
    Phoenix, AZ
  • 05/2017 → 09/2017
    Benchmark Inc.
    Colorado Springs, CO
  • 09/2017 → 04/2018
    Desert Mountain
    Scottsdale, AZ
  • 05/2018 → 10/2019
    N/A
    Phoenix, AZ
  • 06/2019 → 10/2019
    Charles Schwab
    Phoenix, AZ
  • 07/2019 → 11/2020
    Rnr Securities, Llc
    East Meadow, NY
  • 04/2010 → 05/2018
    School
    Phoenix, AZ
  • 06/2019 → 09/2025
    Collins Wealth Management, Inc.
    Colorado Springs, CO
  • 09/2025 → 06/2026
    Kestra Advisory Services, Llc
    Colorado Springs, CO
  • 06/2026 → Present
    Intergy Private Wealth, Llc
    Colorado Springs, CO
Previous Registrations
  • 2025-09-09 → 2026-06-11
    Kestra Advisory Services, Llc
    Austin, TX
    Colorado Springs, CO
  • 2020-04-29 → 2026-01-20
    Collins Wealth Management, Inc.
    Colorado Springs, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-05
S63 Uniform Securities Agent State Law Examination 2019-04-17
  • S65 Uniform Investment Adviser Law Examination
    2019-08-05
  • S63 Uniform Securities Agent State Law Examination
    2019-04-17
Other Names
  • Cole Anderson
  • Cole Brady Anderson

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SEAMOUNT FINANCIAL GROUP INC
UBS FINANCIAL SERVICES INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BENJAMIN F. EDWARDS & COMPANY, INC.
OSAIC WEALTH, INC.

Other Investors

KARLA ROSS
TROY CARLSON
JUSTIN BACKSTROM
JANICA JOLI GILLETTE-BACKSTROM
GARY BACKSTROM
Nicholas Dorsett
Patrick Thomas Healy
Christopher Robert Dorsett

Other Offices

LPL FINANCIAL LLC · COLORADO SPRINGS, CO
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · COLORADO SPRINGS, CO
SEAMOUNT FINANCIAL GROUP INC · COLORADO SPRINGS, CO
UBS FINANCIAL SERVICES INC. · COLORADO SPRINGS, CO
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLORADO SPRINGS, CO
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · COLORADO SPGS, CO
BENJAMIN F. EDWARDS & COMPANY, INC. · Colorado Springs, CO
OSAIC WEALTH, INC. · COLORADO SPRINGS, CO

More in Colorado Springs, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor