Unclaimed Profile

Betty Jo Tomlinson

CIMARRON WEALTH MANAGEMENT, INC.·MONTROSE, Colorado

SIE, Series 6, Series 7, Series 63, Series 66Clean record14 years registeredCIMARRON WEALTH MANAGEMENT, INC.

1731 E NIAGARA RD, MONTROSE, CO 81401CRD# 3025229Firm CRD# 299627

Profile Verification

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

Identity

Betty Jo Tomlinson · MONTROSE, CO

Registration

CRD #3025229 · CIMARRON WEALTH MANAGEMENT, INC. · 14 years registered

Brand Profile

Not yet started

Career History

CIMARRON WEALTH MANAGEMENT, INC.

Jul 2019 – present

STRATEGIC WEALTH ADVISORS GROUP

Jul 2016 – Oct 2019

Montrose, CO

STRATEGIC WEALTH ADVISORS GROUP

Dec 2014 – Jul 2016

MONTROSE, CO

BANCWEST INVESTMENT SERVICES, INC. (BWIS) AND BWIS D/B/A FHIS

Jul 2012 – Dec 2014

GUNNISON, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · July 19, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CIMARRON WEALTH MANAGEMENT, INC.

CRD 299627 · SEC 801-116955

AUM

$205M

Regulatory assets under management

Employees

986 client accounts

Services offered by CIMARRON WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CIMARRON WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Betty Jo Tomlinson offer?

Betty Jo Tomlinson specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in MONTROSE, Colorado for a consultation.

What are Betty Jo Tomlinson's credentials?

Betty Jo Tomlinson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Betty Jo Tomlinson located?

Betty Jo Tomlinson is based in MONTROSE, Colorado, working with CIMARRON WEALTH MANAGEMENT, INC.. Their office serves clients in the MONTROSE metropolitan area and surrounding communities.

How does Betty Jo Tomlinson charge for services?

Betty Jo Tomlinson'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 CIMARRON WEALTH MANAGEMENT, INC.?

CIMARRON WEALTH MANAGEMENT, INC. has approximately 11 employees and manages $205M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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