EC
Edward J. Collins
COLLINS WEALTH MANAGEMENT
Colorado Springs, CO 80919
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CRD#: 2726760
EC
Professional summary
Edward James Collins is a registered financial advisor currently at COLLINS WEALTH MANAGEMENT, INC. located in Colorado Springs, Colorado and KESTRA ADVISORY SERVICES, LLC located in Colorado Springs, Colorado.
Edward is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Edward has worked at 8 firms and has passed the Series 66, Series 63, Series 6TO, SIE, Series 7 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.
Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/09/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: COLLINS WEALTH MANAGEMENT, INC. POSITION: Owner NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/09/2025 ADDRESS: 2153 Chuckwagon Rd, Suite 201, Colorado Springs CO 80919, United States DESCRIPTION: Owner and Operator of Collins Wealth Management, Inc. Responsible for all aspects of the company. Securities and Investment related. Name: SECURITY FINANCIAL, LLC POSITION: Owner NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 09/09/2025 ADDRESS: 2153 Chuckwagon Rd, Suite 201, Colorado Springs CO 80919, United States DESCRIPTION: Fixed Insurance Agent Name: ARKLOW REALTY GROUP POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/09/2025 ADDRESS: 2153 Chuckwagon Rd, Suite 201, Colorado Springs CO 80919, United States DESCRIPTION: Sole Owner of company
CRS (Client Relationship Summary) - RIA
Click below to view Edward James Collins'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®
NoneExperience
Current
January 25, 2019 - Present
COLLINS WEALTH MANAGEMENT, INC.
Office #1: 2153 Chuckwagon Road Suite 201, Colorado Springs, CO 80919RIA
CRD#: 298028
Colorado Springs, CO
Current
September 9, 2025 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 2153 Chuckwagon Rd Ste 201, Colorado Springs, CO 80919RIA
CRD#: 283330
Colorado Springs, CO
Current
September 9, 2025 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 2153 Chuckwagon Rd Ste 201, Colorado Springs, CO 80919BD
CRD#: 42046
Colorado Springs, CO
Past
October 26, 2018 - December 31, 2018
COLLINS WEALTH MANAGEMENT, INC.
RIA
CRD#: 298028
Colorado Springs, CO
Past
May 1, 2018 - March 31, 2020
R & R FINANCIAL PLANNERS, INC.
RIA
CRD#: 113291
Colorado Springs, CO
Past
March 21, 2018 - September 17, 2025
RNR SECURITIES, L.L.C.
BD
CRD#: 43689
Colorado Springs, CO
Past
March 3, 2006 - March 26, 2018
GENEOS WEALTH MANAGEMENT, INC.
RIA
CRD#: 120894
COLORADO SPRINGS, CO
Past
March 3, 2006 - March 26, 2018
GENEOS WEALTH MANAGEMENT, INC.
BD
CRD#: 120894
COLORADO SPRINGS, CO
Past
January 27, 2005 - March 6, 2006
M HOLDINGS SECURITIES, INC.
RIA
CRD#: 43285
COLORADO SPRINGS, CO
Past
December 17, 2004 - March 6, 2006
M HOLDINGS SECURITIES, INC.
BD
CRD#: 43285
PORTLAND, OR
Past
May 12, 2003 - November 1, 2004
PRIME CAPITAL SERVICES, INC.
BD
CRD#: 18334
POUGHKEEPSIE, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(11/7/2025)
RR
Arizona(9/9/2025)
RR
California(9/9/2025)
IAR
Colorado(1/25/2019)
RR
Colorado(9/9/2025)
RR
Connecticut(9/9/2025)
RR
Florida(9/9/2025)
RR
New Jersey(9/9/2025)
IAR
New York(4/28/2021)
RR
New York(9/9/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330Colorado Springs, CO 80919TRUST BUT VERIFY
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