Gerard Gloisten
Core Wealth Partners · Lyons, Colorado
Gerard Gloisten is a fee-only financial advisor at Core Wealth Partners in Lyons, Colorado. Core Wealth Partners reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Core Wealth Partners |
|---|---|
| Based in | Lyons, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $393.2M across 840 accounts |
| SEC registration | Investment adviser representative in CO, TX · CRD 2579962 |
| Exams passed | Series 63 (1995) · Series 65 (1995) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.corewealthpartners.com |
| Profile |
How Gerard's firm compares
- Core Wealth Partners's average account is about $468,000, from its Form ADV (assets managed divided by 840 accounts).
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Questions about Gerard
Is Gerard Gloisten a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gerard holds no broker registration, and Core Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gerard charge for financial advice?
Gerard's firm, Core Wealth Partners, reports charging a percentage of assets on its SEC Form ADV.
Where is Gerard Gloisten based?
Gerard Gloisten is based in Lyons, Colorado.
Is Gerard Gloisten registered with the SEC?
Yes. Gerard Gloisten is registered as an investment adviser representative in CO and TX (CRD 2579962), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Core Wealth Partners manage?
Core Wealth Partners reports $393.2M across 840 accounts in assets under management.
How do I contact Gerard Gloisten?
Through Gerard's website, www.corewealthpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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