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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Jody Wilson (CRD# 4483236) is an Investment Advisor Representative working at Summit Global Investments, LLC in Carbondale, CO and has over 22 years of experience in the finance industry.
Bradley Zanin (CRD# 4369863) is an Investment Advisor Representative working at Aspen Financial Solutions, LLC in Snowmass, CO and has over 10 years of experience in the finance industry.
Andrea Gurule (CRD# 6482384) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Basalt, CO and has 1 year of experience in the finance industry.
Peter Klingsmith (CRD# 5700165) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Basalt, CO and has 1 year of experience in the finance industry.
Marcus Martin (CRD# 7675343) is an Investment Advisor Representative working at Martin, Marcus in Crested Butte, CO and has 1 year of experience in the finance industry.
Catherine Oliver-Allen (CRD# 1216000) is an Investment Advisor Representative working at Invicta Advisors LLC in Basalt, CO and has over 40 years of experience in the finance industry.
William Van Domelen (CRD# 7200109) is an Investment Advisor Representative working at Ryan Investments in Basalt, CO and has 1 year of experience in the finance industry. William Van Domelen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Erik Wehse (CRD# 7686544) is an Investment Advisor Representative working at Creative Planning in Carbondale, CO and has 1 year of experience in the finance industry.