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Christian Todd Pevarnik

SRS Capital Advisors, LLC

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About Christian Todd Pevarnik

Christian Pevarnik is a financial advisor with over 10 years of experience. Christian has been registered with SRS Capital Advisors, LLC since 2009. Prior to that, Christian was employed by Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc. Christian is a licensed insurance agent and receives commissions related to the products sold. Christian is licensed to provide financial advice in Colorado. Christian is a licensed Series 7 and Series 66 representative. Christian specializes in helping individuals, families, and charitable organizations with their financial planning needs.

Firm Information

Christian Pevarnik is currently registered with SRS Capital Advisors, LLC. SRS Capital Advisors, LLC is an investment advisor with a main office in Denver, CO. The firm has 25 licensed agents and 38 investment adviser representatives. SRS Capital Advisors, LLC manages approximately $2.81 billion in assets and provides advisory services to a variety of clients including high-net-worth individuals, corporations, charitable organizations, and pension plans. They offer financial planning, portfolio management for individuals, and publication of periodicals, among other services.
SRS Capital Advisors, LLC

730 17TH STREET

DENVER, CO 80202

$2.81B

Assets Under Management

Not reported

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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seminars

Seminars

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christian Pevarnik’s Registration & Firm History

CO

05/18/2009 - Present

SRS Capital Advisors, LLC (DENVER CO)

CO

01/01/2008 - 05/19/2009

WELLS FARGO ADVISORS, LLC (GREENWOOD VILLAGE CO)

CO

07/03/2006 - 01/03/2008

A. G. EDWARDS & SONS, INC. (GREENWOOD VILLAGE CO)

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Licenses & Designations

BOTH

Issued 07/20/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/30/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christian Todd Pevarnik.
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