AC
CFP
AC
CFP

Aubrey B Coleman

21 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningSpecial Needs Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
203 advisors
Number of Clients
8,323 clients
Average Client Portfolio
$286K average
Assets Under Management
$2.4B

Fee Structure

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Location

4025 Automation Way C1, Fort Collins, CO, 80525

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Aubrey is an agent at Financial Consulting Group 360 LLC, focusing on organizational system setup and execution, as well as soliciting and servicing non-registered insurance products. This takes about 10-20% of Aubrey's time.

Employment History
Current Registrations
On Investment Management CO
December 2018 - Present · 7 yrs 2 mos
The O.N. Equity Sales CompanyBroker
December 2018 - Present · 7 yrs 2 mos
Previous Registrations
Fiscal Fitness Clubs
April 2017 - December 2018 · 1 yr 8 mos
Rea Capital Management, LLC
June 2006 - April 2017 · 10 yrs 10 mos
The O.N. Equity Sales CompanyBroker
November 2004 - December 2016 · 12 yrs 1 mo
State Registrations12 states
AKAZCACOFLIAMOMTNCNMWAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.