Financial Action, Inc.

Financial Action, Inc. (CRD# 140285) is a financial advisory firm headquartered in Monument, CO. They manage $65,100,000 in 770 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
283 Washington St, Monument, CO 80132
http://www.faiinv.com
By the Numbers
  • Total Assets Under Management
    65
    MILLION
  • Total Number of Accounts
    770
    ACCOUNTS
  • Average Account Value
    $84,545
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Financial Action, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Kerry Hilsabeck, financial advisor Monument CO
Kerry J. Hilsabeck
CRD#: 6123287
283 Washington St, Monument, CO 80132

Kerry Hilsabeck (CRD# 6123287) is an Investment Advisor Representative working at Financial Action, Inc. in Monument, CO and has over 9 years of experience in the finance industry.

2
Christopher Reed, financial advisor Monument CO
Christopher B. Reed
CRD#: 4866569
283 Washington St, Monument, CO 80132

Christopher Reed (CRD# 4866569) is an Investment Advisor Representative working at Financial Action, Inc. in Monument, CO and has over 18 years of experience in the finance industry.

3
Jason Roque, financial advisor Monument CO
Jason J. Roque
CRD#: 4668889
283 Washington St, Monument, CO 80132

Jason Roque (CRD# 4668889) is an Investment Advisor Representative working at Financial Action, Inc. in Monument, CO and has over 20 years of experience in the finance industry.

4
Meredeth McDowell Iversen, financial advisor Monument CO
Meredeth L. McDowell Iversen
CRD#: 3106509
283 Washington St, Monument, CO 80132

Meredeth McDowell Iversen (CRD# 3106509) is an Investment Advisor Representative working at Financial Action, Inc. in Monument, CO and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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