

BAM Advisory Group Information
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BAM Advisory Group
Summary
At BAM Advisory Group we are ๐ฐ๐ผ๐บ๐บ๐ถ๐๐๐ฒ๐ฑ to maintaining the highest standards of integrity and professionalism in our relationships with you, our client.
We work to provide ๐๐ฑ๐ฉ๐๐ซ๐ญ๐ข๐ฌ๐ ๐๐ง๐ ๐ ๐ฎ...Show more
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Phone Number | (303) 531-5055 |
Industries | |
Headquarters Location | 165 S Union Blvd, Lakewood, Colorado, 80228 US |
Employees Size | 10-50 employees |
Specialties | retirement income planning, financial planning, estate planning, college planning, tax reduction strategies, legacy planning, investment managament, health care planning, long term care, life insurance, iul, final expense insurance, mortgage protection |
Founded | 2010 |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
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Number of employees by department
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Length of Employment
Employee tenure at BAM Advisory Group shows a diverse range of experience levels:
8% have been with the company for less than 1 year25% for 1โ2 years17% for 3โ4 years8% for 5โ7 years42% have over 11 years of service at BAM Advisory GroupDiscover More
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BAM Advisory Group
David Afraimi
President
Mark Kulczak
Account Executive
Nate Lehnerz
Financial Advisor
Brian Grassby
Account Executive
Donovan Pineda
Event and Digital Marketing Manager
Jack Walker
Financial Service Advisor
Nick Donakowski
Paraplanner/Service Advisor
Dylan Rauh
Financial Advisor at BAM Advisory Group
Maxwell Ross
VP of Client Solutions & Advisor Development
Megan Royall
New Business & Operations Manager
Andrew Phillips
New Business & Client Support Specialist
Liberty Streeter
Financial Service Advisor
Jeremy Fritsch
Service Advisor
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FAQ
The headquarters of BAM Advisory Group are located in Lakewood, United States.
You can contact BAM Advisory Group by phone at (303) 531-5055.
BAM Advisory Group currently employs 10-50 people.
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