Asbury Wealth Partners

Paul O'Hara & Jeffrey S. Markewich

6385 Corporate Drive
Suite 205

Colorado Springs, CO 80919
(719) 5316276

Invest with Confidence

About Paul O'Hara & Jeffrey S. Markewich

(Our individual bios are to the right)

Your complete financial life relies on planning, not chance. We collaborate with you to create programs and strategies to manage long-term financial goals.

Are you concerned that you will outlive your income and assets?

Have you addressed the many risks confronting your financial hopes, dreams & goals?

Do you need help with advanced estate or business planning?

Are you uncertain about investments, taxes, retirement or insurance?

Our credentialed professionals would be happy to help.

General Information

Firm Start Year

2017

No.of Employees

2-4

CRD#

2754305

Firm CRD#

6413

Insurance License#

536813

Name of Broker/Dealer

LPL Financial

Name of Custodial Firm

LPL Financial

States Licensed in

AL, AZ, CA, CO, FL GA, MI, NV, NC, OR, TX, UT

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

I am an independent wealth advisor and Cerified Financial Planner (CFP) with over 25 years of Wall Street experience. I begin my career working in New York as a bond and stock trader. I am currently President of Asbury Wealth Partners, a full service financial planning and investment advisory firm. I offer a unique Wall Street perspective towards personal finance.

I work with the following types of clients

Individual Investors, Non-Profit Organizations, Businesses

Foreign Languages Serviced

None

Services

Investment Types

Business Development Corporations, REITS & Structured Products, Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)

I can meet clients in the following ways

At your home, At my office, Via phone, Video Conference, At your office, Via email

Compliance

Registered Investment Advisor

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 63, Series 55, Series 24, Series 7

Insurance and Annuity Licenses

Disability, Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life

Firm Information

Firm's Number of Clients

140

Firm's Number of Planning Clients

100

Firm's Number of Managed Clients

100

Assets Managed by Firm

$40,000,000

Advisor's Number of Clients

140

Advisor's Number of Managed Clients

100

Advisor's Number of Planning Clients

100

Assets Managed by Advisor

$40,000,000

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Flat Fee

Fee % Based on Assets

1%-2%

Flat Fee Rate

$500

Additional Details on Charges

Fee structure dependent on total client assets under our care.

Minimum Fee Charged for Managed Accounts

NEGOTIABLE

Minimum Fee Charged for Flat Fee Accounts

$500

Education

Bachelor of Arts - Comparative History

Rutgers College
1993 - 1995

Disclaimer

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, GA, MA, NC, ND, NV, TX, WA. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER" and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Boards initial and ongoing certification requirements. Check the background of investment professionals associated with this site on FINRAs BrokerCheck. ©Copyright 2017, Asbury Wealth Partners

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