Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
2,371 clients
Average Client Portfolio
$238K average
Assets Under Management
$565.4M

Fee Structure

Minimum Investment:$25K
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Location

2975 Broadmoor Valley Rd, Ste 201, Colorado Springs, CO, 80906

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Carol is involved with Buck Wealth Strategies, LLC, Angioletto, LLC (a real estate holding company taking minimal time), and Lonesome Dove Ranch, LLC where she manages ranch activities. None of these activities appear to be insurance-related.

Employment History
Current Registrations
Buck Wealth Strategies, LLC
March 2025 - Present · 11 mos
Previous Registrations
J. W. Cole Advisors, INC.
October 2008 - March 2025 · 16 yrs 5 mos
J.W. Cole Financial, INC.Broker
October 2008 - March 2025 · 16 yrs 5 mos
Investment Advisors International, INC.
May 2007 - October 2008 · 1 yr 5 mos
World Group Securities, INC.Broker
April 2002 - October 2008 · 6 yrs 6 mos
Wma Securities, INC.Broker
December 1996 - April 2002 · 5 yrs 4 mos
State Registrations2 states
COKY
Advisor
Exams
No exam information available for this advisor.