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TANDEM FINANCIAL, LLC
CRD 292565 · SEC 801-122130
8400 E. PRENTICE AVE., SUITE 1360, GREENWOOD VILLAGE, CO, 80111, United States
Phone
(720) 845-5700
Fax
720-845-5701
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$541.8M
Discretionary AUM
$513.4M
Team
6 total employees; 6 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 312 | $90.2M |
| High net worth individuals | 135 | $409.2M |
| Pension/profit sharing plans | 1 | $824K |
| Charitable organizations | 5 | $40.4M |
| Corporations/business entities | 4 | $1.3M |
States served
AZ, CA, CO, LA, MT, UT, WI, VI, WA, TX, FL
All web addresses on file
- https://www.linkedin.com/company/fearless-financial-advisors/
- https://www.linkedin.com/in/ryan-erickson-cfp-6557036
- https://www.facebook.com/tandemfinancialllc/
- http://www.youtube.com/@FearlessFinancialAdvisors
- https://www.meritorcapital.com/
- https://www.linkedin.com/in/michael-franklin-tandem-financial-llc-7a08516/
- https://www.facebook.com/profile.php?id=61571028827696
- https://www.linkedin.com/company/18513126/admin/
- HTTPS://WWW.TANDEM-FINANCIAL.COM
- https://fearlessfinancialadvisors.com/
Official SEC filing: View on IAPD