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Jeffery William Graumlich

Colorado Financial Service Corp.

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About Jeffery William Graumlich

Jeffery William Graumlich is a financial professional with over 15 years of experience in the industry. Jeffery is currently registered with Colorado Financial Service Corp. Jeffery has experience working with High Net Worth Individuals and provides financial planning, selection of other advisers, and portfolio management for individuals.

Firm Information

Jeffery Graumlich is currently registered with Colorado Financial Service Corp.. Colorado Financial Service Corp. is a Corporation that was formed on June 13, 2000 and is approved to operate in 53 states and the District of Columbia. The firm has 41 registered representatives, 22 investment adviser representatives, and 20 licensed agents. The firm manages approximately $44,055,697 in discretionary assets for 157 clients. Colorado Financial Service Corp. provides financial planning, portfolio management for individuals, and selection of other advisers.

$44.06M

Assets Under Management

Not reported

Total Clients

32

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.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Jeffery Graumlich’s Registration & Firm History

CO

05/23/2016 - Present

Colorado Financial Service Corp. (CENTENNIAL CO)

CA

07/02/2004 - 05/23/2016

SIGMA FINANCIAL CORPORATION (LAFAYETTE CA)

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Licenses & Designations

BC

Issued 07/15/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/01/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Jeffery William Graumlich. Review regulatory record here.
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