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Joseph Gebhart

CREDENTIALED WEALTH ADVISORS, LLC·COLORADO SPRINGS, Colorado
Unclaimed Profile
5550 TECH CENTER DRIVE, COLORADO SPRINGS, CO 80919CRD# 6710514Firm CRD# 312517
01

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.

02

Focus Areas

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

Firm Overview

Firm
CREDENTIALED WEALTH ADVISORS, LLC
CREDENTIALED WEALTH ADVISORS, LLC
AUM
$136M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at CREDENTIALED WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 6710514
Firm CRD# 312517
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)CENTENNIAL (67)ENGLEWOOD (66)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCENTENNIAL GuideENGLEWOOD Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
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