Financial Action, Inc.

Overview

Financial Action, Inc. is an SEC and state registered investment adviser based in Monument, CO, registered since 2006. It reports $1M in assets under management across 1,047 accounts, with 6 employees. It has 5 investment adviser representatives.

Reported AUM

$1M

Discretionary

99%

Accounts

1,047

Average account

$95.8K

Employees

6

Advisory reps

5

Registered since

2006

Jurisdictions

8

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Christopher Brian Reed President CRD 4866569
• Jason John Roque Chief Compliance Officer, Partner CRD 4668889

Advisory reps 3 of 5

• Kerry Joseph Hilsabeck Insurance Agent · Investment Adviser Rep CRD 6123287
• Meredeth Lian Mcdowell Iversen Investment Adviser Rep CRD 3106509
• Christopher Brian Reed Investment Adviser Rep CRD 4866569

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

283 Washington St
Monument, CO 80132

County

El Paso

Metro area

Colorado Springs, CO

Region

West

Registrations

• SEC and state registered
• Registered in 8 jurisdictions
• Website: faiinv.com

Every state, with registration dates

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