Senior Tax Advisory Group, Inc.

Senior Tax Advisory Group, Inc. (CRD# 318058) is a financial advisory firm headquartered in Colorado Springs, CO. They manage $61,412,441 in 967 accounts and serve the financial needs of clients across 17 states (or territories).

Current Firm Details
6775 Rangewood Dr., Colorado Springs, CO 80918
https://www.springstax.com
By the Numbers
  • Total Assets Under Management
    61
    MILLION
  • Total Number of Accounts
    967
    ACCOUNTS
  • Average Account Value
    $63,508
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IA, IL, MD, MI, MO, NM, PA, SD, TX, UT, VA, WY

Financial Advisors at Senior Tax Advisory Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Ricky Durdahl, financial advisor Casper WY
Ricky E. Durdahl
CRD#: 6836088
1607 Cy Ave, #103, Casper, WY 82604

Ricky Durdahl (CRD# 6836088) is an Investment Advisor Representative working at Senior Tax Advisory Group, Inc. in Casper, WY and has 1 year of experience in the finance industry.

2
Kathleen Larouere, financial advisor Colorado Springs CO
Kathleen A. Larouere
CRD#: 3186732
6775 Rangewood Dr., Colorado Springs, CO 80918

Kathleen Larouere (CRD# 3186732) is an Investment Advisor Representative working at Senior Tax Advisory Group, Inc. in Colorado Springs, CO and has over 25 years 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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