# FINANCIAL SECURITY MANAGEMENT, INC

FINANCIAL SECURITY MANAGEMENT, INC of LAKEWOOD, CO is an SEC-registered investment adviser.

## Registration

- CRD: 116570
- Type: SEC-registered investment adviser
- SEC file number: 801-81072
- Location: 2535 S LEWIS WAY, SUITE 201, LAKEWOOD, CO, 80227-6551
- Phone: 303-988-1411
- Latest filing: 2026-05-21
- Regulatory AUM: $611.5M
- Discretionary AUM: $611.5M
- Clients: 7
- Accounts: 2,691

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Jeffrey Scott Larkin | PRESIDENT/TREASURER; PRESIDENT/TREASURER/CHIEF COMPLIANCE OFFICER | — |
| Jeffrey Steven Torrison | SHAREHOLDER | — |
| Amy Louise Terry | SECRETARY; VICE PRESIDENT | — |
| Lori Ann Miller | CHIEF COMPLIANCE OFFICER / VICE PRESIDENT | — |
| MILLER KATHLEEN ANN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER / VICE PRESIDENT | — |
| LARKIN JEFFREY SCOTT | PRESIDENT/SECRETARY/TREASURER; PRESIDENT/TREASURER | — |
| GIBSON ROY DANIEL | VICE PRESIDENT/SECRETARY; VICE PRESIDENT/SECRETARY/CCO | — |
| TORRISON JEFFREY STEVEN | CEO; SHAREHOLDER | — |
| TERRY AMY LOUISE | SECRETARY | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/116570/brochure
- Similar advisers: https://search.stillhousedata.com/firm/116570/similar
- Related entities: https://search.stillhousedata.com/firm/116570/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/116570

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.