Unclaimed Profile

Kent Jeffrey Lund

COLORADO FINANCIAL SERVICE CORPORATION·CENTENNIAL, Colorado

SIE, Series 7, Series 9, Series 10, Series 14, Series 24, Series 52TO, Series 53, Series 63, Series 66, Series 79TOClean record13 years registeredCOLORADO FINANCIAL SERVICE CORPORATION

304 INVERNESS WAY SOUTH, CENTENNIAL, CO 80112CRD# 3191357Firm CRD# 104343

Profile Verification

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

Identity

Kent Jeffrey Lund · CENTENNIAL, CO

Registration

CRD #3191357 · COLORADO FINANCIAL SERVICE CORPORATION · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: COLORADO FINANCIAL SERVICE CORPORATION

COLORADO FINANCIAL SERVICE CORPORATION

May 2013 – Nov 2013

CENTENNIAL, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 14

Series 24

Series 52TO

Series 53

Series 63

Series 66

Series 79TO

Registration record

First registered · May 30, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COLORADO FINANCIAL SERVICE CORPORATION

CRD 104343 · SEC 801-76716

AUM

$6M

Regulatory assets under management

Employees

30 client accounts

Services offered by COLORADO FINANCIAL SERVICE CORPORATION

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COLORADO FINANCIAL SERVICE CORPORATION →

Introduction

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Frequently Asked Questions

What services does Kent Jeffrey Lund offer?

Kent Jeffrey Lund specializes in Financial Planning, Investment Management, Wealth Management.

What are Kent Jeffrey Lund's credentials?

Kent Jeffrey Lund is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kent Jeffrey Lund located?

Kent Jeffrey Lund is based in CENTENNIAL, Colorado, last registered with COLORADO FINANCIAL SERVICE CORPORATION.

How does Kent Jeffrey Lund charge for services?

Kent Jeffrey Lund's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COLORADO FINANCIAL SERVICE CORPORATION?

COLORADO FINANCIAL SERVICE CORPORATION has approximately 11 employees and manages $6M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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