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Kent Jeffrey Lund

COLORADO FINANCIAL SERVICE CORPORATION·CENTENNIAL, Colorado
Unclaimed Profile
304 INVERNESS WAY SOUTH, CENTENNIAL, CO 80112CRD# 3191357Firm CRD# 104343
01

About

Kent Jeffrey Lund is a registered financial advisor based in CENTENNIAL, Colorado, affiliated with COLORADO FINANCIAL SERVICE CORPORATION. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
COLORADO FINANCIAL SERVICE CORPORATION
COLORADO FINANCIAL SERVICE CORPORATION
AUM
$6M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at COLORADO FINANCIAL SERVICE CORPORATION →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3191357
Firm CRD# 104343
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kent Jeffrey Lund offer?
Kent Jeffrey Lund specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CENTENNIAL, Colorado for a consultation.
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, working with COLORADO FINANCIAL SERVICE CORPORATION. Their office serves clients in the CENTENNIAL metropolitan area and surrounding communities.
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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Other advisors in CENTENNIAL
Larry Wayne Stark — NATIONAL VALUATION CONSULTANTS, INC.Jerrod Allen Weiss — PLAN STRATEGIES INCBurke Randall Johnson — PLAN STRATEGIES INCCarl Gregory Derozario — VERDEAM, LLCKevin Scott Moore — RAISA ENERGY LLC
Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)ENGLEWOOD (66)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideENGLEWOOD Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
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