Momentum Advisors

Momentum Advisors is a Securities and Exchange Commission ("SEC") Registered Investment Advisor (RIA). As an independent investment firm, we are compensated on a fee-only basis, which eliminates the conflicts-of-interest that arise from traditional brokerage relationships with large Wall Street firms that earn commissions. We are proud fiduciaries committed to serving our clients first. Our advisors have a commitment to excellence, which has been demonstrated by years of experience at the world's finest corporations, and educational credentials from the nation's top universities. As markets change, and life events occur, clients need advisors who are prepared to help them see around corners. Financial plans must be dynamic, comprehensive, and there must be accountability. Clients need a financial structure that helps them move towards their goals more efficiently, and a skilled investment advisor helps them navigate the turbulent financial markets strategically. What sets apart? Charisma, innovation and entrepreneurship. Momentum Advisors takes a very special interest in developing chosen clients into entrepreneurs and business owners by sourcing––or developing––private investment opportunities on behalf of its clients. These investments range from passive investments in third-party private equity funds to control positions in their own companies. As investors, advisors and owners, we have a particular strength in the acquisition and development of franchise units, nationally. Momentum Advisors is directly invested in the development and acquisition of franchises; currently owning several franchise units across multiple industries, in partnership with their clients.

CU Evolution

CU Evolution exists to ENGAGE, EQUIP, and EVOLVE, in turn strengthening our CU Members through our customized consulting.

Kemp Harvest Financial Group®

Kemp Harvest Financial Group® is an independent retirement services firm. Since 1989 we have specialized in helping our clients prepare for retirement, assisting them through the retirement process and into their post-retirement years. Each of our clients has a life after retirement and we want that life to be one of financial confidence; which is why we believe in providing personal, professional, and prudent financial planning to each client. We are committed to gaining our clients' trust through clear discussion, listening to needs and wants, and providing honest expectations. Our ability to integrate our services helps our clients pursue their financial goals, allowing us to build long-lasting relationships. Securities offered through LPL Financial. Member SIPC (www.sipc.org). Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Kemp Harvest Financial Group may only discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Laurel Wealth Planning

Laurel Wealth Planning is a full-service, fee-only firm. This means we guard clients' financial interests and goals at all times. We are a sounding board and voice of reason, freeing clients to live the lives they want. Giving sound, objective financial advice takes experience in investments and tax management. But, even more than that, it takes a holistic approach. We connect all aspects of a client's financial life in ways that add meaning and value. Our clients are at the heart of their own wealth management plans. Many of our clients are women with substantial financial resources, whether single, married, widowed or divorced. We often help clients navigate life transitions, such as a change in marital status or a transition to retirement and financial independence. Our financial advisors boil down the complexities of investments, tax reduction and other money management strategies and handle the details. This empowers clients to make the big decisions that are right for them. Learn more at laurelwealthplanning.com/how-we-help or call us at (952) 854-6250.

LotusGroup Capital

LotusGroup Capital is a Denver-based alternative asset management firm delivering cost-efficient and intelligent private offerings to accredited investors. Institutional investors have historically benefited from the attractive risk-adjusted returns and portfolio diversification benefits from private investments. While a wider audience of accredited investors is beginning to gain access, costs often remain high and return opportunities can be watered down. LotusGroup Capital delivers intelligently crafted private investment opportunities, at dramatically reduced costs, and with lower minimums. We combine deep analytical thinking with respected industry recruits to build investment funds that push the envelope beyond the status quo. We also focus on cost reduction throughout the entire investment fund value chain: suppliers, servicers, and administrators. Finally, we select investment opportunities which allow for stakeholder value maximization, including sellers, buyers, investors, and partners. This is critical to our mission of maximizing human potential.