What departments does Formative have?

Formative has employees across 6 departments including Finance, Operations, Sales, Information Technology, Legal.

What is the largest department at Formative?

The largest department at Formative is Finance with 19 employees.

Where are Formative employees located globally?

Formative has employees across 1 continents and 2 countries including United States Of America, Canada.

How has Formative's team size changed over time?

Formative's team has decreased from approximately 37 to 35 employees based on available data.

Formative Employee Directory

Q: Who are Formative's key employees and leadership?

Formative's key employees include: Ceo: M. R., Chief Executive Officer And Owner: T. K., Chief Investment Officer: T. G., Chief Operating Officer: A. T., Vice President Sales: B. O..

Financial ServicesColorado, United States11-50 Employees

Formative is a financial services firm based in Colorado Springs, Colorado, with 11 to 50 employees. The firm emphasizes a holistic approach to wealth management, aiming to align financial decisions with clients' broader personal goals. With more than three decades of activity, Formative describes its mission as delivering solutions to help clients meet both financial and personal objectives. Today, it combines that conviction with modern technology and a full team of specialists to address multiple dimensions of a client's financial life. Formative operates in the financial services industry and maintains a website at formativefinancial.com.

Formative Global Highlights

North America
71

United States Of America
70
Canada
1

Formative's Leadership

M. R.
Ceo
Mobile Phone
Email
T. K.
Chief Executive Officer And Owner
Mobile Phone
Email
T. G.
Chief Investment Officer
Mobile Phone
Email
A. T.
Chief Operating Officer
Mobile Phone
Email
B. O.
Vice President Sales
Mobile Phone
Email
G. G.
Owner, Iar, Advisor/ Life Planner
Mobile Phone
Email
B. M.
Senior Vice President
Mobile Phone
Email
A. W.
Manager
Mobile Phone
Email

Formative Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Entrepreneurship
Information Technology
Legal
Other
Accounting

Contact profiles from Formative

Name

Title

Contact Info

Location

Last Update

M. R.
Ceo
Mobile Phone
Email
United StatesNew York
Jul 30, 2025
T. G.
Chief Investment Officer
Mobile Phone
Email
United StatesFlorida
Jun 08, 2026
G. G.
Owner, Iar, Advisor/ Life Planner
Mobile Phone
Email
United StatesArkansas
Apr 14, 2026
A. T.
Chief Operating Officer
Mobile Phone
Email
Jun 08, 2026
T. K.
Chief Executive Officer And Owner
Mobile Phone
Email
United StatesMaryland
Oct 16, 2024
B. O.
Vice President Sales
Mobile Phone
Email
United StatesGeorgia
Feb 20, 2024
B. M.
Senior Vice President
Mobile Phone
Email
Oct 24, 2024
A. W.
Manager
Mobile Phone
Email
Oct 17, 2024
B. P.
Emeritus Financial Advisor
Mobile Phone
Email
United StatesMassachusetts
Jan 23, 2026
J. H.
Investment Advisor
Mobile Phone
Email
United StatesKansas
Apr 14, 2026

Frequently Asked Questions

What is Formative known for?

Formative was founded in 1988 operates in the Financial Services industry. The company's main headquarters is located in 5475 Mark Dabling Boulevard Suite 108 Colorado Springs, Colorado 80918 United States; you can contact the main corporate office by phone at

+1-303-442-****

. Explore Formative's company overview page for more information.

What is Formative's most common email format?

Formative employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Formative email formats with LeadIQ.

How many employees does Formative have currently?

Formative has approximately 43 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Formative's key employees and leadership?

As of June 2026, Formative's key employees include:

Ceo: M. R.
Chief Executive Officer And Owner: T. K.
Chief Investment Officer: T. G.
Chief Operating Officer: A. T.
Vice President Sales: B. O.

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Formative Employee Directory

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