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- Custodian
- Deutsche Bank · Great-West Trust · Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-07-2018
- Office Locations
- 2
Office Locations
About Cornbelt Financial, LLC
Cornbelt Financial, LLC is a Denver-based RIA and modern accounting/advisory firm serving small business owners and individuals (families, young professionals, and retirees). It pairs tax planning and preparation with bookkeeping/payroll consulting, financial planning, and investment advising focused on tax-efficient growth, retirement, wealth preservation, and succession planning. A differentiator is tech-enabled business valuation to support exit and succession decisions.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Vehicles
Services
Technology
Owner & Executives
Adam Christopher Carr
Associate, Chief Compliance Officer, Chief Executive Officer
- CRD
- #6910086
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Sean McCormack
Investment Advisor Representative
- CRD
- #5549846
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,760,066 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,760,066 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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