Unclaimed Profile

Joseph Gebhart

CREDENTIALED WEALTH ADVISORS, LLC·COLORADO SPRINGS, Colorado

Clean recordCREDENTIALED WEALTH ADVISORS, LLC

5550 TECH CENTER DRIVE, COLORADO SPRINGS, CO 80919CRD# 6710514Firm CRD# 312517

Profile Verification

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

Identity

Joseph Gebhart · COLORADO SPRINGS, CO

Registration

CRD #6710514 · CREDENTIALED WEALTH ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Joseph Gebhart is a registered financial advisor based in COLORADO SPRINGS, Colorado, affiliated with CREDENTIALED WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CREDENTIALED WEALTH ADVISORS, LLC

AUM

$136M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CREDENTIALED WEALTH ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 6710514

Firm CRD# 312517

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joseph Gebhart offer?

Joseph Gebhart specializes in Financial Planning, Investment Management. Contact their office in COLORADO SPRINGS, Colorado for a consultation.

What are Joseph Gebhart's credentials?

Joseph Gebhart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph Gebhart located?

Joseph Gebhart is based in COLORADO SPRINGS, Colorado, working with CREDENTIALED WEALTH ADVISORS, LLC. Their office serves clients in the COLORADO SPRINGS metropolitan area and surrounding communities.

How does Joseph Gebhart charge for services?

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

How large is CREDENTIALED WEALTH ADVISORS, LLC?

CREDENTIALED WEALTH ADVISORS, LLC has approximately 2 employees and manages $136M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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