Brent W. Turner

RIDGELINE PUBLIC ADVISORS

MORRISON, CO

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CRD#: 7123415

Professional summary

Brent William Turner is a registered financial advisor currently at RIDGELINE PUBLIC ADVISORS, LLC located in Morrison, Colorado.

Brent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Brent has worked at 3 firms and has passed the Series 65 exam.

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.

McGraw Law, PLLC, is not investment-related and provides accounting and financial record-keeping services as of January 2025. Engaged 8 hours per month outside of business hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brent William Turner'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®

None

Experience

Current

June 3, 2025 - Present

RIDGELINE PUBLIC ADVISORS, LLC

RIA

CRD#: 336491

MORRISON, CO

Past

September 9, 2024 - April 16, 2025

MEEDER PUBLIC FUNDS, INC.

RIA

CRD#: 106816

DUBLIN, OH

Past

June 17, 2019 - July 31, 2023

PTMA INVESTMENT ADVISORS

RIA

CRD#: 159189

DENVER, 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
(6/3/2025)

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

State Security Law Exam

IAR

Series 65

Date: 6/17/2019

Uniform Investment Adviser Law Examination

Current Firm

RIDGELINE PUBLIC ADVISORS, LLC

RIDGELINE PUBLIC ADVISORS | RIDGELINE PUBLIC ADVISORS, LLC

CRD#: 336491 / SEC#:

Colorado

Registered Investment Advisory firm - (5/2/2025 Approved)

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Contact information

Main Address

Morrison, CO

Mailing Address

Phone number

(720) 879-1800

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Brent W. Turner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brent William Turner's CRS (Customer Relationship Summary).

Certified licenses

Experience

RIDGELINE PUBLIC ADVISORS, LLC

MEEDER PUBLIC FUNDS, INC.

PTMA INVESTMENT ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 6/17/2019

Current Firm

RIDGELINE PUBLIC ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

RIDGELINE PUBLIC ADVISORS, LLC

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