NA
CFA
NA
CFA

Norman F.D. Alvis

6 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
779 clients
Average Client Portfolio
$735K average
Assets Under Management
$572.6M

Fee Structure

Minimum Investment:$250K
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Location

24 S. Weber St. Suite 205, Colorado Springs, CO, 80903

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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

Norman is a sole proprietor of More Power to the Pedals, a cycling marketing and promotion business, since 2014. He spends minimal time on this activity.

Employment History
Current Registrations
Altus Wealth Group, LLC
March 2022 - Present · 3 yrs 11 mos
Previous Registrations
UBS Financial Services INC.
August 2006 - December 2007 · 1 yr 4 mos
Piper Jaffray & CO.
November 2004 - August 2006 · 1 yr 9 mos
State Registrations2 states
COTX
Advisor
Exams
No exam information available for this advisor.