K.T.  Coleman,  CFP<sup>&reg;</sup> - Financial Advisor

K.T. Coleman, CFP®

MBA

President

Nequit Wealth & Investment Management, LLC

7900 E. Union Ave, Suite 1100
Denver, CO 80237

Nequit Wealth & Investment Management, LLC

945 S Birch St, Unit 460453
Denver, CO 80246-4023
FINANCIAL ADVISOR'S WEBSITE
(303) 928-1153
(720) 329-2459
CONNECT WITH K.T.
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General

K.T. Coleman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Nequit Wealth & Investment Management, LLC in Denver, CO and the surrounding communities.

Financial Advisor Overview

Comprehensive Financial Planning, Investment Management, Insurance (CO), and Real Estate

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Financial Advisor Experience

K.T. Coleman has been a financial professional since 1999 and is a NFLPA – Registered Player Financial Advisor. His education includes a Bachelor of Science degree in Mathematics with an emphasis in Statistics and Master of Business Administration with a dual specialty in Finance and Accounting. K.T. has also been, in the state of Colorado, a licensed real estate broker since 2001 and maintains life, health and other insurance brokerage licenses. K.T. is a CERTIFIED FINANCIAL PLANNER™? professional and personal financial planning is the cornerstone of his wealth management practice. He believes that a successful wealth management strategy must be prepared through a disciplined holistic process that looks at all aspects of your financial life. He has extensive knowledge and experience assisting high-income and high-net-worth clients, wealth growth, preservation and transfer, retirement strategies and solutions, risk management, estate planning strategies, philanthropic strategies, investment management and access to lending services through Charles Schwab Institutional and other affiliates. K.T. is supported by experienced specialists across all wealth management disciplines and he brings these resources as well as others to the table, whenever needed, to help clients achieve their financial goals and aspirations. The clients we serve are comprised of professional athletes and entertainers, affluent families and individuals, business executives and owners, non-profit organizations, endowments, foundations, professional organizations, and retirees. K.T. is originally from Detroit, MI but currently lives in Denver, CO. He played four years of Division 1 basketball and then four years after his collegiate career ended, both domestically and abroad. He believes in being active in the community and values spending quality time with family and friends.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CO
  • Health/disability insurance: CO
  • Property/casualty: CO
  • Fixed annuities: CO

Broker-Dealer Disclaimer

Charles Schwab & Co. is primary qualified custodian,

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Disaster Recovery, Corporate Finance, Investment Management, Estate Planning, Limited Partnerships, Employee Benefits, Government & Military, Getting Divorced, Getting Married, Identity Theft, Mutual Funds, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Tangible Assets, Long-term Care, Starting a Family, Succession Planning, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

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Helpful Financial Planning Resources