-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Rachel Ruiz (CRD# 6300736) is an Investment Advisor Representative working at Cuso Financial Services, LP in Colorado Springs, CO and has over 9 years of experience in the finance industry.
Lanna Schroeder (CRD# 2582381) is an Investment Advisor Representative working at Hightower Advisors, LLC in Colorado Springs, CO and has over 28 years of experience in the finance industry.
Sean Soulvie (CRD# 4080724) is an Investment Advisor Representative working at Rs Asset Management, LLC in Colorado Springs, CO and has over 24 years of experience in the finance industry.
Donald Storm (CRD# 5555633) is an Investment Advisor Representative working at Edward Jones in Pueblo, CO and has over 15 years of experience in the finance industry.
Kevin Sullivan (CRD# 2373459) is an Investment Advisor Representative working at Sullivan & Associates in Colorado Springs, CO and has over 18 years of experience in the finance industry. Kevin Sullivan 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.
Jeffrey Tiona (CRD# 2685872) is an Investment Advisor Representative working at Commonwealth Financial Network in Colorado Springs, CO and has over 28 years of experience in the finance industry.
Timothy Walsh (CRD# 4420663) is an Investment Advisor Representative working at Timothy Kelly Walsh in Westcliffe, CO and has 1 year of experience in the finance industry.
James White (CRD# 2915663) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Colorado Springs, CO and has over 26 years of experience in the finance industry.
Rollyn Wild (CRD# 835685) is an Investment Advisor Representative working at Advisers Investment Management, Inc. in Colorado Springs, CO and has over 24 years of experience in the finance industry.
Jack Windeler (CRD# 3051732) is an Investment Advisor Representative working at Primerica Advisors in Colorado Springs, CO and has over 20 years of experience in the finance industry.