FINANCIALLY SPEAKING INC
CRD #106255 SEC #801-38948 GREENWOOD VILLAGE, CO 303-290-0702
SEC Registered
Total AUM
$157.4M
Discretionary
$153.1M
Employees
5
Clients
101
Accounts
587
Firm Details
- Organization Type
- Corporation
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MYERS, STACY, LUCCOCK | I | SECRETARY/TREASURER | NA | Control |
| MYERS, STACY, LUCCOCK | I | SECRETARY/TREASURER | NA | Control |
| MYERS, STACY, LUCCOCK | I | SECRETARY/TREASURER | NA | Control |
| MYERS, STACY, LUCCOCK | I | SECRETARY/TREASURER | NA | Control |
| LUCCOCK, PHILIP, HENRY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LUCCOCK, PHILIP, HENRY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LUCCOCK, PHILIP, HENRY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LUCCOCK, PHILIP, HENRY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LUCCOCK, PHILIP, HENRY | I | PRESIDENT | E | Control |
| LUCCOCK, PHILIP, HENRY | I | PRESIDENT | E | Control |
| LUCCOCK, PHILIP, HENRY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LUCCOCK, PHILIP, HENRY | I | PRESIDENT | E | Control |
| LUCCOCK, PHILIP, HENRY | I | PRESIDENT | E | Control |
| LUCCOCK, PHILIP, HENRY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LUCCOCK, PHILIP, HENRY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LUCCOCK, PHILIP, HENRY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LUCCOCK, PHILIP, HENRY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LUCCOCK, PHILIP, HENRY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LUCCOCK, PHILIP, HENRY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LUCCOCK, PHILIP, HENRY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LUCCOCK, PHILIP, HENRY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LUCCOCK, PHILIP, HENRY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LUCCOCK, PHILIP, HENRY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LUCCOCK, PHILIP, HENRY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LUCCOCK, PHILIP, HENRY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LUCCOCK, PHILIP, HENRY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LUCCOCK, PHILIP, HENRY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LUCCOCK, PHILIP, HENRY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LUCCOCK, PHILIP, HENRY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LUCCOCK, PHILIP, HENRY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LUCCOCK, PHILIP, HENRY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LUCCOCK, PHILIP, HENRY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LUCCOCK, DANIEL, JAMES | I | PRINCIPAL/CHIEF TECHNOLOGY OFFICER | B | Control |
| LUCCOCK, DANIEL, JAMES | I | PRINCIPAL/CHIEF TECHNOLOGY OFFICER | B | Control |
| LUCCOCK, DANIEL, JAMES | I | PRINCIPAL/CHIEF TECHNOLOGY OFFICER | B | Control |
| LUCCOCK, DANIEL, JAMES | I | PRINCIPAL/CHIEF TECHNOLOGY OFFICER | B | Control |
| LUCCOCK, DANIEL, JAMES | I | PRINCIPAL/CHIEF TECHNOLOGY OFFICER | B | Control |
| LUCCOCK, DANIEL, JAMES | I | PRINCIPAL/CHIEF TECHNOLOGY OFFICER | B | Control |
| LUCCOCK, DANIEL, JAMES | I | PRINCIPAL/CHIEF TECHNOLOGY OFFICER | B | Control |
| LUCCOCK, DANIEL, JAMES | I | PRINCIPAL/CHIEF TECHNOLOGY OFFICER | B | Control |
| LUCCOCK, DANIEL, JAMES | I | PRINCIPAL/CHIEF TECHNOLOGY OFFICER | B | Control |
| LUCCOCK, DANIEL, JAMES | I | PRINCIPAL | B | |
| LUCCOCK, DANIEL, JAMES | I | PRINCIPAL | B | |
| LUCCOCK, DANIEL, JAMES | I | PRINCIPAL | B | |
| LUCCOCK, DANIEL, JAMES | I | PRINCIPAL | B | |
| LUCCOCK, DANIEL, JAMES | I | PRINCIPAL | B | |
| LUCCOCK, DANIEL, JAMES | I | PRINCIPAL | B | |
| LUCCOCK, DANIEL, JAMES | I | PRINCIPAL | B | |
| LUCCOCK, DANIEL, JAMES | I | PRINCIPAL | B | |
| LUCCOCK, DANIEL, JAMES | I | PRINCIPAL | B | |
| LUCCOCK, DANIEL, JAMES | I | PRINCIPAL | B | |
| LUCCOCK, DANIEL, JAMES | I | PRINCIPAL | B | |
| MYERS SHEPARD, STACY | I | PRINCIPAL/CHIEF FINANCIAL OFFICER | B | Control |
| MYERS SHEPARD, STACY | I | PRINCIPAL/CHIEF FINANCIAL OFFICER | B | Control |
| MYERS SHEPARD, STACY | I | PRINCIPAL/CHIEF FINANCIAL OFFICER | B | Control |
| MYERS SHEPARD, STACY | I | PRINCIPAL/CHIEF FINANCIAL OFFICER | B | Control |
| MYERS SHEPARD, STACY | I | PRINCIPAL/CHIEF FINANCIAL OFFICER | B | Control |
| MYERS, STACY, LUCCOCK | I | PRINCIPAL/CHIEF FINANCIAL OFFICER | B | Control |
| MYERS, STACY, LUCCOCK | I | PRINCIPAL/CHIEF FINANCIAL OFFICER | B | Control |
| MYERS, STACY, LUCCOCK | I | PRINCIPAL/CHIEF FINANCIAL OFFICER | B | Control |
| MYERS, STACY, LUCCOCK | I | PRINCIPAL/CHIEF FINANCIAL OFFICER | B | Control |
| MYERS, STACY, LUCCOCK | I | PRINCIPAL/CHIEF FINANCIAL OFFICER | B | Control |
| MYERS, STACY, LUCCOCK | I | PRINCIPAL/CHIEF FINANCIAL OFFICER | B | Control |
| MYERS, STACY, LUCCOCK | I | PRINCIPAL/CHIEF FINANCIAL OFFICER | B | Control |
| MYERS, STACY, LUCCOCK | I | PRINCIPAL/CHIEF FINANCIAL OFFICER | B | Control |
| MYERS, STACY, LUCCOCK | I | PRINCIPAL/CHIEF FINANCIAL OFFICER | B | Control |
| MYERS, STACY, LUCCOCK | I | PRINCIPAL/CHIEF FINANCIAL OFFICER | B | Control |
| MYERS, STACY, LUCCOCK | I | PRINCIPAL/CHIEF FINANCIAL OFFICER | B | Control |
| MYERS, STACY, LUCCOCK | I | PRINCIPAL/CHIEF FINANCIAL OFFICER | B | Control |
| MYERS, STACY, LUCCOCK | I | PRINCIPAL/CHIEF FINANCIAL OFFICER | B | Control |
| MYERS, STACY, LUCCOCK | I | PRINCIPAL/CHIEF FINANCIAL OFFICER | B | Control |
| MYERS, STACY, LUCCOCK | I | PRINCIPAL/CHIEF FINANCIAL OFFICER | B | Control |
Registrations
Federal
IA
Mar 25, 2025 REGISTERED
Notice Filings (6)
CA CO NE NV TX WA
Address
5889 GREENWOOD PLAZA BLVDSUITE 400
GREENWOOD VILLAGE, CO 80111
United States
Phone: 303-290-0702