Bart A. Skidmore

SKIDMORE ADVISORY SERVICES

DENVER, CO 80210

Some features on this profile are disabled

CRD#: 1104545

Professional summary

Bart Anthony Skidmore is a registered financial advisor currently at SKIDMORE ADVISORY SERVICES, INC. located in Denver, Colorado.

Bart is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Bart has worked at 3 firms and has passed the Series 65, Series 63, Series 7, Series 6, Series 27 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

BART A. SKIDMORE, CPA - NON-INVESTMENT RELATED; AURORA, CO; ACCOUNTING AND TAX FIRM; PRESIDENT SINCE 01/2001; 35 HOURS PER MONTH/15 ARE DURING MARKET HOURS; LICENSED AS A CERTIFIED PUBLIC ACCOUNTANT #12084 CO OCCASSSIONAL TAX WORK GENEVA MANAGEMENT GROUP; NON-INVESTMENT RELATED; AURORA, CO; PROPERTY MANAGEMENT COMPANY; PRESIDENT SINCE 01/2007; 1 HOUR A MONTH - 0 DURING MARKET HOURS; MONITOR RENTAL ACTIVITY OF PROPERTY OWNED.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bart Anthony Skidmore's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 12, 2013 - Present

SKIDMORE ADVISORY SERVICES, INC.

Office #1: 1970 S. Lafayette St., Denver, CO 80210

RIA

CRD#: 166423

DENVER, CO

Past

June 30, 2005 - December 31, 2012

GILL CAPITAL PARTNERS, LLC

RIA

CRD#: 14559

AURORA, CO

Past

December 9, 1994 - December 31, 2012

GILL CAPITAL PARTNERS, LLC

CRD#: 14559

DENVER, CO

Past

March 7, 1983 - November 7, 1983

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(3/12/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/29/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/7/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/4/1995

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/4/1983

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 27

Date: 9/27/2001

Financial and Operations Principal Examination

Principal/Supervisory Exam

Series 24

Date: 3/10/1998

General Securities Principal Examination

Current Firm

SKIDMORE ADVISORY SERVICES, INC.

CRD#: 166423 / SEC#:

Colorado

Registered Investment Advisory firm - (3/12/2013 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1970 S. Lafayette St., Denver, CO 80210

Mailing Address

Phone number

(303) 365-1696

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	12
AUM (Assets Under Management)	$ 6,196,146

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Craig Johlfs

LPL FINANCIAL LLC

IAR

Greenwood Village, CO

Ralph Jones

OPPENHEIMER & CO. INC.

IAR

Denver, CO

Lorie Jones

TANDEM FINANCIAL, LLC

IAR

GREENWOOD VILLAGE, CO

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Bart A. Skidmore

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bart Anthony Skidmore's CRS (Customer Relationship Summary).

Certified licenses

Experience

GILL CAPITAL PARTNERS, LLC

GILL CAPITAL PARTNERS, LLC

FORESTERS FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/29/2005

Series 63

Date: 2/7/1995

Series 7

Date: 1/4/1995

Series 6

Date: 3/4/1983

Series 27

Date: 9/27/2001

Series 24

Date: 3/10/1998

Current Firm

SKIDMORE ADVISORY SERVICES, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SKIDMORE ADVISORY SERVICES, INC.

TRUST BUT VERIFY

Similar Advisors