Unclaimed Profile

David Wendall Collett

THE INDEX GROUP LLC·COLORADO SPRINGS, Colorado

SIE, Series 3, Series 6, Series 7, Series 14, Series 24, Series 26, Series 27, Series 63, Series 65, Series 99TOClean record8 years registeredTHE INDEX GROUP LLC

1155 KELLY JOHNSON BLVD, COLORADO SPRINGS, CO 80920CRD# 2352407Firm CRD# 305171

Profile Verification

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

Identity

David Wendall Collett · COLORADO SPRINGS, CO

Registration

CRD #2352407 · THE INDEX GROUP LLC · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THE INDEX GROUP LLC

ONEFUND, LLC

Aug 2019 – Jun 2020

HONOLULU, HI

THE INDEX GROUP, LIMITED LIABILITY COMPANY

May 2018 – Aug 2019

COLORADO SPRINGS, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 6

Series 7

Series 14

Series 24

Series 26

Series 27

Series 63

Series 65

Series 99TO

Registration record

First registered · May 10, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ONEFUND, LLC

CRD 305171 · SEC 801-117228

AUM

$106M

Regulatory assets under management

Employees

2 client accounts

Services offered by ONEFUND, LLC

Per Form ADV

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at ONEFUND, LLC →

Introduction

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Frequently Asked Questions

What services does David Wendall Collett offer?

David Wendall Collett specializes in Investment Management, Fee-Only Advisory.

What are David Wendall Collett's credentials?

David Wendall Collett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Wendall Collett located?

David Wendall Collett is based in COLORADO SPRINGS, Colorado, last registered with THE INDEX GROUP LLC.

How does David Wendall Collett charge for services?

David Wendall Collett'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 THE INDEX GROUP LLC?

THE INDEX GROUP LLC has approximately 2 employees and manages $106M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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