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Gary Dale Premer

COLORADO FINANCIAL MANAGEMENT INC·LOVELAND, Colorado
Clean recordCOLORADO FINANCIAL MANAGEMENT INC
2725 ROCKY MOUNTAIN AVENUE, LOVELAND, CO 80538CRD# 1100421Firm CRD# 110845

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gary Dale Premer · LOVELAND, CO
Registration
CRD #1100421 · COLORADO FINANCIAL MANAGEMENT INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Gary Dale Premer is a registered financial advisor based in LOVELAND, Colorado, affiliated with COLORADO FINANCIAL MANAGEMENT INC. 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
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
COLORADO FINANCIAL MANAGEMENT INC
COLORADO FINANCIAL MANAGEMENT INC
AUM
$253M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at COLORADO FINANCIAL MANAGEMENT INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1100421
Firm CRD# 110845
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gary Dale Premer offer?
Gary Dale Premer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOVELAND, Colorado for a consultation.
What are Gary Dale Premer's credentials?
Gary Dale Premer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gary Dale Premer located?
Gary Dale Premer is based in LOVELAND, Colorado, working with COLORADO FINANCIAL MANAGEMENT INC. Their office serves clients in the LOVELAND metropolitan area and surrounding communities.
How does Gary Dale Premer charge for services?
Gary Dale Premer'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 COLORADO FINANCIAL MANAGEMENT INC?
COLORADO FINANCIAL MANAGEMENT INC has approximately 5 employees and manages $253M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
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