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Scott Huelskamp

5280 Associates
14 Years of Experience
Denver, CO
BrokerSells Insurance
View SEC Summary
View SEC Summary

Scott Huelskamp is a registered investment advisor at 5280 Associates, based in Denver, CO, with 14 years of industry experience. Scott is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.

5280 Associates
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.30%
$500K - $1.0M1.20%
$1.0M - $3.0M1.05%
$3.0M - $5.0M0.95%
$5.0M - $10.0M0.80%
$10M+0.60%

The percentage for the highest range achieved applies to all managed assets. Fees are negotiable based on relationship size, complexity, and time commitments.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

501 S Cherry St,, Suite 490, Denver, CO, 80123

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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 ActivitiesSells Insurance

Scott is an owner and wealth advisor at Thrivent Advisor Network DBA 5280 Associates, providing investment advisory services, which takes nearly full-time. He also sells and services fixed insurance contracts, dedicating a few hours per week, and owns AHW Advisors LLC for business expenses, spending nearly full-time on this.

Employment History
Current Registrations
5280 Associates
October 2026 - Present · 0 mos
Thrivent Investment Management INC.
August 2024 - Present · 2 yrs 2 mos
Thrivent Investment Management INC.Broker
August 2024 - Present · 2 yrs 2 mos
Thrivent Advisor Network, LLC
September 2020 - Present · 6 yrs 1 mo
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
September 2020 - July 2024 · 3 yrs 10 mos
Thrivent Investment Management INC.
April 2012 - September 2020 · 8 yrs 5 mos
Thrivent Investment Management INC.Broker
March 2012 - September 2020 · 8 yrs 6 mos
State Registrations6 states
ARCODCNEORTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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