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

We believe in a different kind of wealth management — one that starts with understanding the whole of who you are, so we can help you achieve your financial and personal goals.

For 35+ years, our mission has been to deliver solutions to help all of our clients meet their financial and personal objectives. Today, Formative brings that same conviction together with modern technology and a full team of specialists to serve every dimension of your financial life.

NOTE:  Formative is not responsible for the comments and opinions expressed by third-parties. Any such post has been made without Formative’s prior approval or review and does not confer any of Formative’s investment-related authority simply by being posted herein. The use of the “like” button is not a testimonial but only a request for the purpose of following or getting additional information.

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

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. V. L.
Representative
Mobile Phone
Email
United StatesMinnesota
Apr 26, 2025
J. B.
Investment Advisory Representative
Mobile Phone
Email
Oct 22, 2024
J. H.
Investment Advisory Representative
Mobile Phone
Email
UNITED STATES
Oct 16, 2024
L. I.
Investment Advisor Representative
Mobile Phone
Email
Oct 23, 2024
O. M.
Contract Underwriter
Mobile Phone
Email
United StatesOklahoma
Oct 16, 2024
P. S.
Financial Advisior
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
R. P.
Finance
Mobile Phone
Email
Jun 08, 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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