Jack Mannschreck
Trail Ridge Investment Advisors · Fort Collins, Colorado
Jack Mannschreck is a fee-only financial advisor at Trail Ridge Investment Advisors in Fort Collins, Colorado. Trail Ridge Investment Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Trail Ridge Investment Advisors |
|---|---|
| Based in | Fort Collins, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $352.9M across 465 accounts |
| SEC registration | Investment adviser representative in CO · CRD 7439318 |
| Exams passed | Series 65 (2024) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.trailridgewm.com |
How Jack's firm compares
- Trail Ridge Investment Advisors's average account is about $759,000, from its Form ADV (assets managed divided by 465 accounts).
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Questions about Jack
Is Jack Mannschreck a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jack holds no broker registration, and Trail Ridge Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jack charge for financial advice?
Jack's firm, Trail Ridge Investment Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jack Mannschreck based?
Jack Mannschreck is based in Fort Collins, Colorado.
Is Jack Mannschreck registered with the SEC?
Yes. Jack Mannschreck is registered as an investment adviser representative in CO (CRD 7439318), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Trail Ridge Investment Advisors manage?
Trail Ridge Investment Advisors reports $352.9M across 465 accounts in assets under management.
How do I contact Jack Mannschreck?
Through Jack's website, www.trailridgewm.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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