AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
BI

Byron R. Isaak

ISAAK BOND INVESTMENTS
Lakewood, CO 80235-2224
Some features on this profile are disabled
CRD#: 873062
BI

Professional summary


Byron Ray Isaak is a registered financial professional currently at ISAAK BOND INVESTMENTS, INC. located in Lakewood, Colorado.

Byron is registered as a RR (Registered Representative) and started their career in finance in 1979. Byron has worked at 1 firm and has passed the Series 63, Series 99TO, SIE, Series 7, Series 52, Series 24, Series 53 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Byron Ray Isaak'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®
None

Experience


Current

October 29, 1979 - Present

ISAAK BOND INVESTMENTS, INC.

Office #1: 3900 S Wadsworth Blvd, Ste 590, Lakewood, CO 80235-2224Office #2: 3900 S Wadsworth Blvd, Ste 590, Lakewood, CO 80235
BD
CRD#: 7413
Lakewood, CO

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
(1/31/2025)
RR
California
(10/7/2011)
RR
Colorado
(3/5/1983)
RR
New York
(1/31/2025)
RR
North Dakota
(11/10/1988)
RR
South Dakota
(7/21/1988)

Exams


State Security Law Exam
RR
Series 63
Date: 9/28/1979
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


IB
ISAAK BOND INVESTMENTS, INC.
ISAAK BOND INVESTMENTS, INC.

CRD#: 7413 / SEC#: , 8-21410

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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
3900 S Wadsworth Blvd, Ste 590, Lakewood, CO 80235-2224
Mailing Address
3900 S Wadsworth Blvd, Ste 590, Lakewood, CO 80235-2224
Phone number
(303) 623-7500
Established
Colorado since 03/01/1977
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (22 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
ISAAK, DAVID JOHNPRESIDENT AND CO-CHIEF COMPLIANCE OFFICER1318894
ISAAK, JOHN THOMASPRINCIPAL1357413
ISAAK, BYRON RAYVICE PRESIDENT
LEMEK, DONALD JAMESCFO/VICE PRESIDENT OF OPERATIONS, CO-CHIEF COMPLIANCE OFFICER2620701

Disclosures


Regulatory Event8

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


ISAAK BOND INVESTMENTS, INC.

CRD#: 7413Lakewood, CO 80235-2224

TRUST BUT VERIFY

Monitor Byron Isaak

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Craig Stuart Johlfs
Craig JohlfsAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Greenwood Village, CO
Ralph Milburn Jones JR
Ralph JonesAdvisorCheck Check Mark
OPPENHEIMER & CO. INC.
IAR
RR
Denver, CO
Lorie Chantelle Jones
Lorie JonesAdvisorCheck Check Mark
TANDEM FINANCIAL, LLC
IAR
GREENWOOD VILLAGE, CO
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics