JT
James B. Teegarden
CSENGE ADVISORY GROUP
Boulder, CO 80303
Some features on this profile are disabled
CRD#: 2812366
JT
Professional summary
James Bradley Teegarden, who also goes by Jim Teegarden, is a registered financial advisor currently at CSENGE ADVISORY GROUP, LLC located in Boulder, Colorado and MADISON AVENUE SECURITIES, LLC located in Boulder, Colorado.
James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. James has worked at 12 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jim Teegarden
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.
1.) NAME: IMPACT WEALTH, LLC; ADDRESS: 4770 BASELINE ROAD SUITE 380, BOULDER, CO 80303; INVESTMENT RELATED: YES; POSITION: CEO - PARTIAL OWNER ; DUTIES: CEO/MANAGEMENT & FINANCIAL ADVISING AND INSURANCE; HOURS: 25 HRS PER WEEK. START DATE: 01/2018; 2.) NAME: TEEGARDEN FINANCIAL CORP DBA SAVE LITE BUSINESS; ADDRESS: 4770 BASELINE ROAD SUITE 380, BOULDER, CO 80303; INVESTMENT RELATED: NO; POSITION: CEO; DUTIES; HOLDING COMPANY FOR COMMISSIONS: HOURS: 10 HRS PER WEEK; START DATE 01/2004; 3.) NAME: IMPACT WEALTH DBA 1031 GROUP; INVESTMENT RELATED: YES; ADDRESS: 4770 BASELINE ROAD SUITE 380, BOULDER, CO 80303; NATURE OF THE BUSINESS: FINANCIAL PLANNING, INSURANCE, FIAS; POSITION: CEO & FINANCIAL ADVISOR; HOURS PER WEEK: 25 HOURS; START DATE: 01/2018 4.) NAME: CSENGE ADVISORY GROUP; ADDRESS: 4755 E BAY DR., CLEARWATER, FL 33764; INVESTMENT RELATED: YES; POSITION: INVESTMENT ADVISOR REPRESENTATIVE; START DATE: 01/2021; 5.) THE RIDGEBACK GROUP, LLC; INVESTMENT RELATED: YES; POSITION: BOARD MEMBER; DUTIES: BOARD MEMBER / SHARE HOLDER; HOURS PER WEEK: 1 HOUR; START DATE: 01/2024
CRS (Client Relationship Summary) - RIA
Click below to view James Bradley Teegarden'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
March 19, 2020 - Present
CSENGE ADVISORY GROUP, LLC
Office #1: 4770 Baseline Rd Suite 380, Boulder, CO 80303RIA
CRD#: 131167
Boulder, CO
Current
September 14, 2023 - Present
MADISON AVENUE SECURITIES, LLC
Office #1: 4770 Baseline Road, Ste. #380, Boulder, CO 80303RIA
BD
CRD#: 23224
Boulder, CO
Past
August 20, 2018 - September 18, 2023
LION STREET ADVISORS, LLC
RIA
CRD#: 167610
Boulder, CO
Past
March 15, 2017 - September 18, 2023
LION STREET FINANCIAL, LLC
BD
CRD#: 165828
Boulder, CO
Past
October 6, 2016 - October 11, 2016
LION STREET ADVISORS, LLC
RIA
CRD#: 167610
Boulder, CO
Past
March 22, 2013 - October 7, 2016
TRIAD ADVISORS LLC
RIA
CRD#: 25803
Boulder, CO
Past
January 8, 2013 - March 21, 2013
MUTUAL TRUST ASSET MGMT., INC.
RIA
CRD#: 121364
LAFAYETTE, CO
Past
March 28, 2006 - February 26, 2008
GENEOS WEALTH MANAGEMENT, INC.
RIA
CRD#: 120894
BROOMFIELD, CO
Past
March 28, 2006 - February 26, 2008
GENEOS WEALTH MANAGEMENT, INC.
BD
CRD#: 120894
BROOMFIELD, CO
Past
January 3, 2003 - March 7, 2006
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
BROOMFIELD, CO
Past
January 3, 2003 - March 7, 2006
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
AUSTIN, TX
Past
August 16, 2002 - January 6, 2003
RMIN SECURITIES, INC.
BD
CRD#: 47274
DENVER, CO
Past
September 29, 2000 - August 26, 2002
CETERA ADVISORS LLC
RIA
CRD#: 10299
BOULDER, CO
Past
August 30, 2000 - August 26, 2002
CETERA ADVISORS LLC
BD
CRD#: 10299
GREENWOOD VILLAGE, CO
Past
June 1, 1998 - August 31, 2000
OSAIC FA, INC.
BD
CRD#: 3978
FORT WAYNE, IN
Past
October 29, 1996 - June 1, 1998
LINCOLN FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 145
RADNOR, PA
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".
CA
CSENGE ADVISORY GROUP, LLC
ACUMEN3 | WEBB FINANCIAL CONSULTANTS | WEALTH TRANSFER CONSULTANTS | WEALTH STRATEGIES | WAYFINDER WEALTH | WAKEFIELD VENTURE GROUP | VERITY FINANCIAL | SAPERS & WALLACK | RADIAN PARTNERS | POLARIS WEALTH MANAGEMENT | POLARIS ADVICE | PENNJERDEL INSURANCE CONSULTANTS, INC. | PARK SQUARE FINANCIAL GROUP, LLC | PARESHAH PARTNERS LLC | PARAGON PARTNERS, LLC | PARAGON PARTNERS | NAVITAS WEALTH ADVISORS | MORRISON WEALTH ADVISORS | MAIN LINE FINANCIAL ADVISORS | JK JONES FINANCIAL | J. ROBERTS CAPITAL, INC. | INVESTMENT PLANNING & MANAGEMENT | IMPACT WEALTH ADVISORS | HOSTETLER FINANCIAL, LLC | HIGHRIDGE ADVISORY | HESS-SEGAL | FINANCIAL SUCCESS STRATEGIES, LLC | FIDELIS FINANCIAL STRATEGIES | ELEY-GRAHAM-AUSTGEN | DRAPER FINANCIAL GROUP | DESTINY FINANCIAL GROUP | DECIMA WEALTH CONSULTING | DALAL CAPITAL | CSENGE ADVISORY GROUP, LLC | CORLEY & KENT, LLC | CONNECT ADVISORY GROUP | COMPASS ADVISORY PARTNERS LLC | COLTER-DENNIS | CINDER WEALTH ADVISORS | CASSIDY & COMPANY | CANNON, CLARK HOLMAN & ASSOCIATES | ATHENIAN PRIVATE CLIENT GROUP
CRD#: 131167 / SEC#: 801-72792
RIA
Registered Investment Advisory firm - (10/13/2011 Approved)Florida
Registered Investment Advisory firm - (11/8/2011 Terminated)Texas
Registered Investment Advisory firm - (11/15/2007 Terminated)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
Arizona(9/14/2023)
RR
California(9/14/2023)
IAR
Colorado(3/19/2020)
RR
Colorado(9/14/2023)
RR
Connecticut(9/14/2023)
RR
District of Columbia(9/14/2023)
RR
Florida(9/14/2023)
RR
Georgia(9/14/2023)
RR
Hawaii(9/14/2023)
RR
Illinois(9/14/2023)
RR
Indiana(9/14/2023)
RR
Maryland(12/6/2023)
RR
Minnesota(9/14/2023)
RR
Mississippi(9/14/2023)
RR
Montana(7/10/2025)
RR
New York(9/14/2023)
RR
North Carolina(12/3/2024)
RR
Oklahoma(4/23/2025)
IAR
Oregon(11/3/2025)
RR
Pennsylvania(9/14/2023)
RR
South Carolina(12/3/2024)
RR
South Dakota(9/14/2023)
RR
Tennessee(7/18/2025)
RR
Texas(9/14/2023)
RR
Utah(12/10/2024)
RR
Virginia(9/14/2023)
IAR
Washington(10/31/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CA
CSENGE ADVISORY GROUP, LLC
ACUMEN3 | WEBB FINANCIAL CONSULTANTS | WEALTH TRANSFER CONSULTANTS | WEALTH STRATEGIES | WAYFINDER WEALTH | WAKEFIELD VENTURE GROUP | VERITY FINANCIAL | SAPERS & WALLACK | RADIAN PARTNERS | POLARIS WEALTH MANAGEMENT | POLARIS ADVICE | PENNJERDEL INSURANCE CONSULTANTS, INC. | PARK SQUARE FINANCIAL GROUP, LLC | PARESHAH PARTNERS LLC | PARAGON PARTNERS, LLC | PARAGON PARTNERS | NAVITAS WEALTH ADVISORS | MORRISON WEALTH ADVISORS | MAIN LINE FINANCIAL ADVISORS | JK JONES FINANCIAL | J. ROBERTS CAPITAL, INC. | INVESTMENT PLANNING & MANAGEMENT | IMPACT WEALTH ADVISORS | HOSTETLER FINANCIAL, LLC | HIGHRIDGE ADVISORY | HESS-SEGAL | FINANCIAL SUCCESS STRATEGIES, LLC | FIDELIS FINANCIAL STRATEGIES | ELEY-GRAHAM-AUSTGEN | DRAPER FINANCIAL GROUP | DESTINY FINANCIAL GROUP | DECIMA WEALTH CONSULTING | DALAL CAPITAL | CSENGE ADVISORY GROUP, LLC | CORLEY & KENT, LLC | CONNECT ADVISORY GROUP | COMPASS ADVISORY PARTNERS LLC | COLTER-DENNIS | CINDER WEALTH ADVISORS | CASSIDY & COMPANY | CANNON, CLARK HOLMAN & ASSOCIATES | ATHENIAN PRIVATE CLIENT GROUP
CRD#: 131167 / SEC#: 801-72792
RIA
Registered Investment Advisory firm - (10/13/2011 Approved)Florida
Registered Investment Advisory firm - (11/8/2011 Terminated)Texas
Registered Investment Advisory firm - (11/15/2007 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4755 East Bay Drive, Clearwater, FL 33764
Mailing Address
Phone number
(727) 437-6000
Established
Firm type
Fiscal year end
# of Employees
79
SEC notice filing (45 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14,643 |
| AUM (Assets Under Management) | $ 2,882,684,461 |
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.
Company Information
CSENGE ADVISORY GROUP, LLC
CRD#: 131167Boulder, CO 80303TRUST BUT VERIFY
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