Byron Keith Wilson
Professional Summary
Byron Keith Wilson, who also goes by Byron Keith Wilson, Byron K Wilson, Byron Wilson, is a registered financial advisor currently at THE MILLSTONE EVANS GROUP, LLC located in Boulder, Colorado. Byron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Byron has worked at 20 firms and has passed the Series 65, Series 66, Series 99TO, Series 6TO, SIE, Series 7, Series 26 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Byron Keith Wilson, Byron K Wilson, Byron Wilson
Similar Advisors
SELAH WEALTH ADVISORS
MARINER
UBS FINANCIAL SERVICES INC.
CENTAURUS FINANCIAL, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
SELAH WEALTH ADVISORS
MARINER
UBS FINANCIAL SERVICES INC.
CENTAURUS FINANCIAL, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
SELAH WEALTH ADVISORS
MARINER
UBS FINANCIAL SERVICES INC.
CENTAURUS FINANCIAL, INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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
SELAH WEALTH ADVISORS
MARINER
UBS FINANCIAL SERVICES INC.
CENTAURUS FINANCIAL, INC.
Years of Experience
27 years in the financial services industry
Current & Past Employments
Similar Advisors
SELAH WEALTH ADVISORS
MARINER
UBS FINANCIAL SERVICES INC.
CENTAURUS FINANCIAL, INC.
Current Firm
THE MILLSTONE EVANS GROUP, LLC
Contact Information
Main Address
4940 Pearl East Circle Suite 302, Boulder, CO 80301Phone Number
(720) 728-2801# of Employees
8SEC notice filing (26 States and Territories)
Registered to provide investment advisory services in 26 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2,677AUM (Assets Under Management)
$893,343,036Similar Advisors
SELAH WEALTH ADVISORS
MARINER
UBS FINANCIAL SERVICES INC.
CENTAURUS FINANCIAL, INC.
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.
Similar Advisors
SELAH WEALTH ADVISORS
MARINER
UBS FINANCIAL SERVICES INC.
CENTAURUS FINANCIAL, INC.
Primary Firm SEC Registration
THE MILLSTONE EVANS GROUP, LLC
State Registrations and Notice Filings
(11/25/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Jan 2023About the Series 6TO examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Jan 2023About the Series 26 examSimilar Advisors
SELAH WEALTH ADVISORS
MARINER
UBS FINANCIAL SERVICES INC.
CENTAURUS FINANCIAL, INC.
CRS (Client Relationship Summary) - RIA
Click below to view Byron Keith Wilson's CRS (Customer Relationship Summary).
Similar Advisors
SELAH WEALTH ADVISORS
MARINER
UBS FINANCIAL SERVICES INC.
CENTAURUS FINANCIAL, INC.
