Unclaimed Profile

Kevin Lee Risen

MINOT CAPITAL, LP·BROOMFIELD, Colorado

Clean recordMINOT CAPITAL, LP

3303 W. 144TH AVENUE, BROOMFIELD, CO 80023CRD# 2115097Firm CRD# 126668

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin Lee Risen · BROOMFIELD, CO

Registration

CRD #2115097 · MINOT CAPITAL, LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kevin Lee Risen is a registered financial advisor based in BROOMFIELD, Colorado, affiliated with MINOT CAPITAL, LP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Wealth Management

Fee-Only Advisory

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

MINOT CAPITAL, LP

AUM

$2.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at MINOT CAPITAL, LP →

Services

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2115097

Firm CRD# 126668

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Frequently Asked Questions

What services does Kevin Lee Risen offer?

Kevin Lee Risen specializes in Wealth Management, Fee-Only Advisory. Contact their office in BROOMFIELD, Colorado for a consultation.

What are Kevin Lee Risen's credentials?

Kevin Lee Risen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Lee Risen located?

Kevin Lee Risen is based in BROOMFIELD, Colorado, working with MINOT CAPITAL, LP. Their office serves clients in the BROOMFIELD metropolitan area and surrounding communities.

How does Kevin Lee Risen charge for services?

Kevin Lee Risen's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MINOT CAPITAL, LP?

MINOT CAPITAL, LP has approximately 9 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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