Brian C. Colvert

BONFIRE FINANCIAL

COLORADO SPRINGS, CO 80919

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CRD#: 5304258

Professional summary

Brian C Colvert, CFP® is a registered financial advisor currently at BONFIRE FINANCIAL, LLC located in Colorado Springs, Colorado.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Brian has worked at 3 firms and has passed the Series 66, SIE and Series 7 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.

1. ) Kids on Bikes / 527 S. Tejon Street Colorado Springs, Co 80903 / Other/ Charities, Cultural, Educational & Political Organizations / Provide bikes to kids and teach them how to ride / Officer / / Run board meeting / Start Date 06/05/2012 2.) Bonfire Tax LLC / DBA / tax preparation services / start date 2024 / Non investment related / receives compensation 3.) Seta CPA / 5% ownership / Tax preparation services / start date June 2025 / receives compensation

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian C Colvert's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2015

Experience

Current

May 22, 2017 - Present

BONFIRE FINANCIAL, LLC

Office #1: 5755 Mark Dabling Blvd Ste 220, Colorado Springs, CO 80919

RIA

CRD#: 288522

COLORADO SPRINGS, CO

Past

April 21, 2009 - May 30, 2017

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

COLORADO SPRINGS, CO

Past

April 21, 2009 - May 30, 2017

UBS FINANCIAL SERVICES INC.

CRD#: 8174

COLORADO SPRINGS, CO

Past

June 19, 2007 - May 12, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

COLORADO SPRINGS, CO

Past

May 1, 2007 - May 12, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

COLORADO SPRINGS, CO

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".

BONFIRE FINANCIAL, LLC

CRD#: 288522 / SEC#: 801-119543

RIA

Registered Investment Advisory firm - (9/25/2020 Approved)

Colorado

Registered Investment Advisory firm - (10/19/2020 Terminated)

Texas

Registered Investment Advisory firm - (9/29/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(5/22/2017)

IAR

Texas
(11/9/2017)

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 66

Date: 6/14/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 5/30/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/30/2007

General Securities Representative Examination

Current Firm

BONFIRE FINANCIAL, LLC

CRD#: 288522 / SEC#: 801-119543

RIA

Registered Investment Advisory firm - (9/25/2020 Approved)

Colorado

Registered Investment Advisory firm - (10/19/2020 Terminated)

Texas

Registered Investment Advisory firm - (9/29/2020 Terminated)

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Contact information

Main Address

5755 Mark Dabling Blvd Ste 220, Colorado Springs, CO 80919

Mailing Address

Phone number

(719) 394-3900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A BROCHURE (8/1/2025)

Regulatory assets under management

Total Number of Accounts	746
AUM (Assets Under Management)	$ 198,158,840

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.

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Advisor Monitoring

Firm Stability Insights

Brian C. Colvert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian C Colvert's CRS (Customer Relationship Summary).

Certified licenses

Experience

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

BONFIRE FINANCIAL, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/14/2007

SIE

Date: 5/30/2017

Series 7

Date: 4/30/2007

Current Firm

BONFIRE FINANCIAL, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BONFIRE FINANCIAL, LLC

TRUST BUT VERIFY

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