Transamerica Financial Advisors
43yrs
Top advisor by experience in Centennial
30yrs
Ron Adelstein
Financial advisor at Colorado Financial Service
Ron Adelstein has worked in the financial industry for 30 years and is a fiduciary financial advisor based in Centennial, Colorado. After three years at Brookstone Securities and a year at Gunnallen Financial, Ron joined Colorado Financial Service in 2012, a firm offering financial planning, investment management, and selecting outside investment managers. Colorado Financial Service reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 255 advisors with offices in Centennial, and one of 219 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 11% by experience in Colorado
Office188 Inverness Drive West Suite 100, Centennial, CO 80112
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$447,110
Advisors at the firm15
States licensed ?1 state
Services through Colorado Financial Service
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2012 – nowColorado Financial Service CorporationCurrent firm
- 2009 – 2012Brookstone Securities, Inc.Previously
- Sep 2008 – Oct 2009Gunnallen Financial, Inc.Previously
Questions to ask Ron
Tailored to Ron’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Ron
How do I contact Ron?
Call Colorado Financial Service at (866) 903-6760 and ask for Ron Adelstein. Ron works from the Centennial, CO office.
How long has Ron been a financial advisor?
Ron has been in the industry since 1996, about 30 years. Top 11% by experience in Colorado.
What licenses does Ron hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Ron a fiduciary?
Ron is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ron paid?
Colorado Financial Service reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Ron for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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