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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
Victor Hoyos (CRD# 1397713) is an Investment Advisor Representative working at Prosper Capital Corp in Vail, CO and has over 38 years of experience in the finance industry.
Dudley Irwin (CRD# 1622162) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Edwards, CO and has over 37 years of experience in the finance industry.
David Keller (CRD# 6289333) is an Investment Advisor Representative working at Covered Call LLC in Silverthorne, CO and has over 10 years of experience in the finance industry.
Brett Landstrom (CRD# 5658881) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Frisco, CO and has over 14 years of experience in the finance industry. Brett Landstrom 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.
Jeremy Lepore (CRD# 5020843) is an Investment Advisor Representative working at Edward Jones in Edwards, CO and has over 5 years of experience in the finance industry.
Kathryn Lizotte (CRD# 5431619) is an Investment Advisor Representative working at Western Wealth Management LLC in Edwards, CO and has over 13 years of experience in the finance industry. Kathryn Lizotte 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.
Michelle Martinez (CRD# 2952571) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Gypsum, CO and has over 26 years of experience in the finance industry. Michelle Martinez 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.
David Mertens (CRD# 1070500) is an Investment Advisor Representative working at Qsv Equity Investors LLC in Vail, CO and has over 37 years of experience in the finance industry.
Emily Messegee (CRD# 5381577) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Frisco, CO and has over 11 years of experience in the finance industry. Emily Messegee 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.
Gabrielle Mollick (CRD# 6716101) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Frisco, CO and has over 5 years of experience in the finance industry. Gabrielle Mollick 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.