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Current Employers
Crusonia Wealth Advisors Llc

3773 Cherry Creek Drive N Suite 1025, Denver, CO 80209 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-03-13
TX RA APPROVED 2024-03-13
  • CO RA
    APPROVED
    Since 2024-03-13
  • TX RA
    APPROVED
    Since 2024-03-13

Branch Locations

333 Perry Street Suite 306, Castle Rock, CO 80104 • United States

509 Wilcox Street Suite 107, Castle Rock, CO 80104 • 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
Frontier Wealth Management, Llc Lone Tree CO 01/2015 01/2021
Wealthsource Partners, Llc Castle Rock CO 01/2021 06/2024
Crusonia Wealth Advisors Llc Denver CO 03/2024 Present
  • 01/2015 → 01/2021
    Frontier Wealth Management, Llc
    Lone Tree, CO
  • 01/2021 → 06/2024
    Wealthsource Partners, Llc
    Castle Rock, CO
  • 03/2024 → Present
    Denver, CO
Previous Registrations
  • 2021-01-15 → 2024-06-06
    Wealthsource®
    Castle Rock, CO
    Castle Rock, CO
    Castle Rock, CO
    Castle Rock, CO
    Castle Rock, CO
  • 2015-04-21 → 2021-01-15
    Lone Tree, CO
    Leawood, KS
  • 2014-02-05 → 2015-03-25
    Comprehensive Personal Financial Advisors
    Lone Tree, CO
Other Businesses

ELSENSOHN & ASSOCIATES, P.C.; NOT INVESTMENT RELATED; 333 PERRY St. SUITE 306 CASTLE ROCK, COLORADO 80104; PUBLIC ACCOUNTING FIRM; OWNER AND CPA; SEPTEMBER 3, 2003 START DATE; 100 HOURS/MONTH DEVOTED BETWEEN FEBRUARY AND APRIL, OTHERWISE 20 HOURS/MONTH DEVOTED; 20 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS BETWEEN FEBRUARY AND APRIL, OTHERWISE 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; BOOKKEEPING, TAX PLANNING, TAX PREPARATION, TAX FILING, AND ALL OPERATIONAL DUTIES.

Designations

View on SEC IAPD

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