BBB Business Review
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BBB Accredited Business since
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Specializing in wealth planning, financial advice and corporate and individual retirement services and solutions.
FINRA Series 7, 8, 63, 66, 65, 24
Long Term Care
Certified Financial Planner (r)
goal based planning
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A BBB Accredited Business since
BBB has determined that United Capital Private Wealth Counseling meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.
BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.
Reason for Rating
BBB rating is based on 13 factors. Get the details about the factors considered.
Factors that raised the rating for United Capital Private Wealth Counseling include:
- Length of time business has been operating
- No complaints filed with BBB
Customer Complaints Summary
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Customer Reviews Summary Read customer reviews
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Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding
or registration. BBB encourages you to check with the appropriate agency to be certain
any requirements are currently being met.
These agencies may include:
Division of Securities- Colorado
1560 Broadway, Ste 900, Denver CO 80202
Phone Number: (303) 894-2320
Type of Entity
Limited Liability Company (LLC)
Business ManagementMr. Thad Dunn, Managing Director Ms. Kristin Howe, Director of Operations
Financial Advisors Retirement Planners Insurance Services Financial Services Investment Management Financing Consultants Financial Planning Consultants
Products & Services
United Capital Private Wealth Counseling offers the following product(s): 401k, annuities, disability, financial plan, investment management, investments, IRA, life insurance, long term care, Pension, retirement plan, rollovers, tactical management, wealth plan