What departments does Formative have?

Formative has employees across 3 departments including Operations, Finance, Consultant.

What is the largest department at Formative?

The largest department at Formative is Finance with 3 employees.

Where are Formative employees located globally?

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

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

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
51

United States Of America
51

Formative's Leadership

A. T.
Chief Operating Officer
Mobile Phone
Email
B. M.
Senior Vice President
Mobile Phone
Email
A. W.
Manager
Mobile Phone
Email
A. A.
Administrator
Mobile Phone
Email
B. P. C. A.
Investments - Iar
Mobile Phone
Email
B. M. C.
Investment Advisory Representative
Mobile Phone
Email
J. B.
Investment Advisory Representative
Mobile Phone
Email
L. I.
Investment Advisor Representative
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

A. T.
Chief Operating Officer
Mobile Phone
Email
Jun 08, 2026
B. M.
Senior Vice President
Mobile Phone
Email
Oct 24, 2024
A. W.
Manager
Mobile Phone
Email
Oct 17, 2024
A. A.
Administrator
Mobile Phone
Email
Oct 18, 2024
B. P. C. A.
Investments - Iar
Mobile Phone
Email
Oct 16, 2024
B. M. C.
Investment Advisory Representative
Mobile Phone
Email
J. B.
Investment Advisory Representative
Mobile Phone
Email
Oct 22, 2024
L. I.
Investment Advisor Representative
Mobile Phone
Email
Oct 23, 2024
R. P.
Finance
Mobile Phone
Email
Jun 08, 2026
S. M.
Investment Advisor
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Formative known for?

Formative was founded in 1988 operates in the Financial Services industry; 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 July 2026. These team members are located across 1 continents, including North America.

Who are Formative's key employees and leadership?

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

Chief Operating Officer: A. T.
Senior Vice President: B. M.
Manager: A. W.
Administrator: A. A.
Investments - Iar: B. P. C. A.

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Formative Employee Directory

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