1st & Main Investment Advisors Employee Directory

Investment ManagementUnited States2-10 Employees

1st & Main Investment Advisors prides itself on exercising fiduciary responsibility to each of our  relationships in a fee-only environment. Our independence from traditional brokerages, banks and wire-houses enhances our ability to deliver un-biased, customizable planning solutions and portfolio management on behalf of those who work with us. 

Established in 1985 in Vail, CO 1st & Main Investment Advisors is Registered Investment Advisory firm committed to growing and preserving clients’ wealth. Principles maintain a comprehensive approach to planning, research and analysis, trade execution and management of portfolio risk to over 700 individual and small business clients. In 2013 we opened an office in Greenville, SC to serve a growing community in the southeast. 

Registered Representative of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. 1st & Main Investment Advisors, BFCFS, and BFC Planning, Inc. are independent entities.

www.berthel.com/disclosures; www.finra.org; and www.sipc.org

Find 1st & Main Investment Advisors employees' phone numbers or email addresses

1st & Main Investment Advisors Global Highlights

North America
6

United States Of America
6

1st & Main Investment Advisors's Leadership

A. S.
Partner
Mobile Phone
Email
R. J. R.
Partner | Investment Adviser Representative
Mobile Phone
Email
F. H.
Senior Financial Advisor
Mobile Phone
Email
L. V. F.
Administrative Assistant
Mobile Phone
Email
C. C.
Mobile Phone
Email

Contact profiles from 1st & Main Investment Advisors

Name

Title

Contact Info

Location

Last Update

A. S.
Partner
Mobile Phone
Email
United StatesSouth Carolina
Sep 12, 2025
R. J. R.
Partner | Investment Adviser Representative
Mobile Phone
Email
United StatesSouth Carolina
Oct 19, 2025
F. H.
Senior Financial Advisor
Mobile Phone
Email
United StatesColorado
Oct 20, 2025
L. V. F.
Administrative Assistant
Mobile Phone
Email
United StatesNew York
Oct 27, 2025
C. C.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is 1st & Main Investment Advisors known for?

1st & Main Investment Advisors was founded in 1985 operates in the Investment Management industry. The company's main headquarters is located in 97 Main Street W103, Edwards, CO 81632, US. Explore 1st & Main Investment Advisors's company overview page for more information.

What is 1st & Main Investment Advisors's most common email format?

1st & Main Investment Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more 1st & Main Investment Advisors email formats with LeadIQ.

How many employees does 1st & Main Investment Advisors have currently?

1st & Main Investment Advisors has approximately 6 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are 1st & Main Investment Advisors's key employees and leadership?

As of October 2025, 1st & Main Investment Advisors's key employees include:

Partner: A. S.
Partner | Investment Adviser Representative: R. J. R.
Senior Financial Advisor: F. H.
Administrative Assistant: L. V. F.
: C. C.

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