Our roots run deep in Colorado.
OUR ORIGIN STORY
The origin of Colorado Financial Management dates back to 1988 when Mike Sargent registered with the Securities Exchange Commission as a Registered Investment Advisor (RIA) in Boulder, CO.
In 1999, Mike Sargent retired and new partners Brad Bickham, Chris Lagudis, and Patty Meneley continued the tradition of providing close personal attention, sophisticated financial planning, and the unrelenting pursuit of excellent investment results as Sargent Bickham Lagudis.
In 2016, SBL merged with Colorado Financial Management, an RIA in Loveland with a long and proud history in Northern Colorado.
1988 – 1996
1996 – 2005
2005 – 2015
2016 – Present
Today, Colorado Financial Management has a team of over 27 professionals and associates managing over $1.5 billion in assets for a diverse group of individuals, families, and institutions across Colorado and the US from our offices in Boulder, Denver, and Loveland.