Burton Stokely
Burton Stokely is a registered investment advisor at Allspring Funds Management, LLC, based in Highlands Ranch, CO, with 20 years of industry experience. Burton is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 10,118 clients with $320B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees are negotiated with each managed account program sponsor and client, generally falling within a range of 0.06% to 0.75% of assets.
Fee Estimator
Location
Highlands Ranch, CO
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Burton is the Vice Chair of the Cherry Hills Christian School Board, a non-profit organization, since July 2023. He dedicates a few hours per week to this role, which does not conflict with his work at Allspring.
Employment History
Current Registrations
Allspring Funds Management, LLC
Allspring Funds Distributor, LLC
Allspring Funds Distributor, LLCBroker
Previous Registrations
Wells Fargo Funds Management, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Ameriprise Financial Services, INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Andrew Wagner, CFPQuotient Wealth Partners, LLC
- Jennifer Nichols, CFAWilliam Blair & Company L.L.C.
- Sean Mcginnis, CFAMariner
- Jon Rager, CFPEdward Jones
- Michael Abbott, CFP, ChFCSchwab Wealth Advisory, INC.
- Matthew Whitcomb, CFPCambridge Investment Research Advisors, INC.