Tina D. Watson

ONE BRICK PLANNING & CONSULTING

Colorado Springs, CO 80920

Some features on this profile are disabled

CRD#: 6687742

Professional summary

Tina Denise Watson, CFP®, who also goes by Tina Watson, is a registered financial advisor currently at ONE BRICK PLANNING & CONSULTING, LLC located in Colorado Springs, Colorado.

Tina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Tina has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tina Watson

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.

Watson CPA Group; Not Investment-Related; Senior Partner; Began 1/2007; 160 hrs/month; 140 hrs/month during trading; Managing business and accounting.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tina Denise Watson'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^®

Certified Financial Planner

Experience

Current

October 24, 2018 - Present

ONE BRICK PLANNING & CONSULTING, LLC

Office #1: 9475 Briar Village Point #325, Colorado Springs, CO 80920

RIA

CRD#: 277047

Colorado Springs, CO

Past

September 22, 2016 - May 1, 2019

SFD CAPITAL LLC

RIA

CRD#: 285204

COLORADO SPRINGS, CO

Past

August 1, 2016 - November 1, 2016

ONE CALL CAPITAL GROUP LIMITED

RIA

CRD#: 283344

COLORADO SPRINGS, CO

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
(10/24/2018)

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 65

Date: 7/19/2016

Uniform Investment Adviser Law Examination

Current Firm

ONE BRICK PLANNING & CONSULTING, LLC

CRD#: 277047 / SEC#:

Colorado

Registered Investment Advisory firm - (12/7/2015 Approved)

Texas

Registered Investment Advisory firm - (3/12/2025 Conditional Restricted)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

5500 Greenwood Plaza Blvd #130, Greenwood Village, CO 80111

Mailing Address

Phone number

(720) 660-2491

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	171
AUM (Assets Under Management)	$ 22,556,991

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.

Similar Advisors

Tara Seegers

COMMONWEALTH FINANCIAL NETWORK

IAR

Colorado Spring, CO

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Tina D. Watson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tina Denise Watson's CRS (Customer Relationship Summary).

Certified licenses

Experience

ONE BRICK PLANNING & CONSULTING, LLC

SFD CAPITAL LLC

ONE CALL CAPITAL GROUP LIMITED

State Registrations and Notice Filings

Exams

Series 65

Date: 7/19/2016

Current Firm

ONE BRICK PLANNING & CONSULTING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ONE BRICK PLANNING & CONSULTING, LLC

TRUST BUT VERIFY

Similar Advisors