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Adelmarie Rivera

3 Years of Experience
BrokerSells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
262 advisors
Number of Clients
6,885 clients
Average Client Portfolio
$4K average
Assets Under Management
$24.4M

Fee Structure

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Location

600 Grant Street, Ste 304, Denver, CO, 80203

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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

Adelmarie is an insurance agent since 2022, selling various insurance products including life, health, fixed annuities, and property & casualty insurance. She also owns PiggyVault, LLC with direct control of DBA Bellona Financial Solutions, and is a 33% owner of CCL (Comunidad Collectiva Latina), dedicating significant time to these activities.

Employment History
Current Registrations
Mutual of Omaha Investor Services, INC.
March 2023 - Present · 2 yrs 11 mos
Mutual of Omaha Investor Services, INC.
November 2022 - Present · 3 yrs 3 mos
Mutual of Omaha Investor Services, INC.Broker
November 2022 - Present · 3 yrs 3 mos
State Registrations2 states
CONC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Adelmarie Rivera - Financial Advisor | TrueAdvisor