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Jack Eugene Mannschreck

Trail Ridge Investment Advisors, LLC

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About Jack Eugene Mannschreck

Jack Eugene Mannschreck is a registered investment advisor representative in Colorado with Trail Ridge Investment Advisors, LLC. Jack is a Series 65 licensed professional and has been active in the industry since 2021. Trail Ridge Investment Advisors, LLC is headquartered in Fort Collins, Colorado and has been in operation since 2021.

Firm Information

Jack Mannschreck is currently registered with Trail Ridge Investment Advisors, LLC. Trail Ridge Investment Advisors, LLC is an investment advisor based in Fort Collins, CO with approximately $249.9 million in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, corporations, insurance companies, and charitable organizations. They specialize in working with high-net-worth individuals and businesses.
Trail Ridge Investment Advisors, LLC

2020 CARIBOU DRIVE

FORT COLLINS, CO 80525

$249.93M

Assets Under Management

21

Total Clients

8

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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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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other

Financial planning subscription fees

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Jack Mannschreck’s Registration & Firm History

CO

04/04/2024 - Present

Trail Ridge Investment Advisors, LLC (FORT COLLINS CO)

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Licenses & Designations

IA

Issued 04/04/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jack Eugene Mannschreck.
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