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David Eric Baysinger

Crusonia Wealth Advisors LLC

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About David Eric Baysinger

David Eric Baysinger is a financial advisor with Crusonia Wealth Advisors LLC in Castle Rock, CO. David is a Certified Financial Planner, with over 20 years of experience in the financial services industry. David's background includes working as a public accountant, and experience in various wealth management firms. David specializes in working with high net worth individuals, corporations, and individuals other than high net worth. David provides financial planning, portfolio management for businesses and individuals, and selection of other advisors.

Firm Information

David Baysinger is currently registered with Crusonia Wealth Advisors LLC. Crusonia Wealth Advisors LLC is a Denver, CO-based registered investment advisor with approximately $152.4 million in regulatory assets under management. They offer a range of financial advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth.
Crusonia Wealth Advisors LLC

200 FILLMORE ST

DENVER, CO 80206

$152.40M

Assets Under Management

Not reported

Total Clients

2

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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David Baysinger’s Registration & Firm History

CO

03/13/2024 - Present

Crusonia Wealth Advisors LLC (CASTLE ROCK CO)

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Licenses & Designations

BOTH

Issued 08/07/1998

Series 66 - Uniform Combined State Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Eric Baysinger.
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