Skip to content

Crystal K Colbert

Investment adviser representative at Financial Sense Advisors, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$835.6MFirm assets

Are you Crystal K Colbert? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Financial Sense Advisors, Inc.Jun 2022 to now
  2. Financial Sense Securities, Inc.Jun 2022 to now
  3. Bfsg, LLCFeb 2022 to May 2022
  4. Financial Sense Securities, Inc.Jun 2016 to Feb 2022

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2018

State registrations

Registered as an investment adviser representative in 1 state (CA).

Financial Sense Advisors, Inc.

$835.6MAssets managed
597Clients
10Advisers
40 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6677721
Firm CRD
111090
Advisor's SEC record (opens in a new tab)
CallContact this firm