Unclaimed Profile

Agnes Ellen Ryan

COBIZ WEALTH, LLC·DENVER, Colorado

Series 65Clean record10 years registeredCOBIZ WEALTH, LLC

1401 LAWRENCE STREET, DENVER, CO 80202-2521CRD# 4324248Firm CRD# 125910

Profile Verification

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

Identity

Agnes Ellen Ryan · DENVER, CO

Registration

CRD #4324248 · COBIZ WEALTH, LLC · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: COBIZ WEALTH, LLC

BOK FINANCIAL PRIVATE WEALTH, INC.

Jun 2019 – Jul 2023

Denver, CO

COBIZ WEALTH

Aug 2015 – Oct 2019

DENVER, CO

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 31, 2015

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

COBIZ WEALTH, LLC

CRD 125910 · SEC 801-62035

AUM

$968M

Regulatory assets under management

Employees

1,099 client accounts

Services offered by COBIZ WEALTH, LLC

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 COBIZ WEALTH, LLC →

Introduction

Speak with Agnes

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Agnes is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in DENVER?

Browse all registered financial advisors in DENVER, Colorado or claim this profile if it's yours.

Browse DENVER Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Agnes Ellen Ryan offer?

Agnes Ellen Ryan specializes in Financial Planning, Investment Management, Wealth Management.

What are Agnes Ellen Ryan's credentials?

Agnes Ellen Ryan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Agnes Ellen Ryan located?

Agnes Ellen Ryan is based in DENVER, Colorado, last registered with COBIZ WEALTH, LLC.

How does Agnes Ellen Ryan charge for services?

Agnes Ellen Ryan's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COBIZ WEALTH, LLC?

COBIZ WEALTH, LLC has approximately 21 employees and manages $968M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →