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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
Lance Grothe (CRD# 2625158) is an Investment Advisor Representative working at Avantax Advisory Services in Bennett, CO and has over 24 years of experience in the finance industry. Lance Grothe 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.
Nathan Sumner (CRD# 6350143) is an Investment Advisor Representative working at Lpl Financial LLC in Bennett, CO and has over 9 years of experience in the finance industry. Nathan Sumner 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.
Roger Reynolds (CRD# 2647878) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Bennett, CO and has over 28 years of experience in the finance industry.
Craig Johlfs (CRD# 5267609) is an Investment Advisor Representative working at LPL Financial in Denver, CO.
Craig initially began his career at Waddell & Reed in early 2007. He identified with the firm’s approach to a client-centric and planning-driven approach to the client experience. Craig accomplishes this by utilizing a ‘strategy first’ holistic approach with product-agnostic recommendations.
Although Craig has moved Broker Dealers to LPL Financial, what hasn’t changed is our dedication to his clients, their financial plans, and their money – a stewardship that he take very seriously....
Rebecca Aardal (CRD# 5495455) is an Investment Advisor Representative working at Schaefer Financial Management, Inc. in Centennial, CO and has 1 year of experience in the finance industry. Rebecca Aardal 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.
Jason Abar (CRD# 3077330) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Lone Tree, CO and has over 19 years of experience in the finance industry. Jason Abar 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.
Michael Abbott (CRD# 2265858) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lone Tree, CO and has over 30 years of experience in the finance industry. Michael Abbott 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.
Thomas Abboud (CRD# 2178385) is an Investment Advisor Representative working at Abboud Financial Planning, Inc. in Centennial, CO and has over 18 years of experience in the finance industry.
Daniel Abrams (CRD# 5400593) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Greenwood Village, CO and has over 9 years of experience in the finance industry.
Carrie Aburto (CRD# 5123585) is an Investment Advisor Representative working at Lpl Financial LLC in Centennial, CO and has over 17 years of experience in the finance industry. Carrie Aburto 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.