Gage P Deyoung

Gage P. Deyoung

PRUDENT WEALTHCARE
Monument, CO
Some features on this profile are disabled
CRD#: 2557387
Gage P Deyoung

Professional summary


Gage P Deyoung, CFP®, who also goes by Gage Pierre Deyoung, is a registered financial advisor currently at PRUDENT WEALTHCARE located in Monument, Colorado.

Gage is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Gage has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Gage Pierre Deyoung

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.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - RIA


Click below to view Gage P Deyoung'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®
CFP®

Experience


Current

January 4, 2016 - Present

PRUDENT WEALTHCARE

RIA
CRD#: 281852
Monument, CO
Past

February 20, 2015 - October 1, 2015

SCHWAB WEALTH ADVISORY, INC.

RIA
CRD#: 159035
LONE TREE, CO
Past

February 20, 2015 - October 1, 2015

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
LONE TREE, CO
Past

August 30, 2001 - November 19, 2014

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
LONE TREE, CO
Past

October 2, 1995 - November 18, 2014

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
LONE TREE, CO
Past

November 8, 1994 - August 30, 1995

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

November 8, 1994 - August 30, 1995

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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
(1/4/2016)
IAR
Texas
(1/30/2018)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 3/2/2001
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


PW
PRUDENT WEALTHCARE
PRUDENT WEALTHCARE | PRUDENT WEALTHCARE LLC

CRD#: 281852 / SEC#:

Colorado
Registered Investment Advisory firm - (1/4/2016 Approved)
Texas
Registered Investment Advisory firm - (1/26/2018 Conditional Restricted)
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Contact information


Main Address
Monument, CO
Mailing Address
545 3rd St Unit 2451, Monument, CO 80132
Phone number
(720) 598-8978
Established
Firm type
Fiscal year end
# of Employees
1

Red Flags


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Company Information


PRUDENT WEALTHCARE

CRD#: 281852Monument, CO

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