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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
Erika Corbin (CRD# 6419155) is an Investment Advisor Representative working at Avantax Advisory Services in Basalt, CO and has over 7 years of experience in the finance industry.
Pierre Follari (CRD# 2336453) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Basalt, CO and has over 30 years of experience in the finance industry.
Martin Knous (CRD# 7056912) is an Investment Advisor Representative working at Flagstone Financial Advisors, Inc. in Basalt, CO and has over 5 years of experience in the finance industry. Martin Knous 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.
Steven Knous (CRD# 4433880) is an Investment Advisor Representative working at Flagstone Financial Advisors, Inc. in Basalt, CO and has 1 year of experience in the finance industry.
Brian Littlejohn (CRD# 5895687) is an Investment Advisor Representative working at Sherwood Investment Management in Petaluma, CA and has 10 years of experience in the finance industry. Brian 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 putclients' interests first and comply with the Financial Planning Practice Standards....
Katherine Preston (CRD# 6315544) is an Investment Advisor Representative working at Gps Wealth Strategies Group, LLC in Basalt, CO and has over 9 years of experience in the finance industry.
Kenneth Ransford (CRD# 4886970) is an Investment Advisor Representative working at Finesse Funds, LLC in Basalt, CO and has over 19 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.
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.