Anjanette Phetteplace, financial advisor Denver CO

Anjanette Phetteplace

CRD Number: 5074559
Current Firm: Srs Capital Advisors, Inc.

Anjanette Phetteplace (CRD# 5074559) is an Investment Advisor Representative working at Srs Capital Advisors, Inc. in Denver, CO and has 1 year of experience in the finance industry. Anjanette Phetteplace 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.

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Professional Designations
Company Name Location Dates Years
Srs Capital Advisors, Inc. Denver, CO Apr 2020 - Current 3
N & A Professional Group, P.c. Denver, CO Sep 2019 - Current 4
Noven Financial Group, Inc. Denver, CO Mar 2001 - Mar 2020 19
N & A Professional Group, P.c. Denver, CO Aug 2008 - Sep 2019 11
Renaissance Adventure Guides, LLC Denver, CO Jan 2009 - Dec 2018 9

Anjanette Phetteplace has no recent exams reported.
Contact Info for Anjanette M. Phetteplace
Phone Number: 303-633-5900
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    1,439
    MILLIONS
  • Total Number of Accounts
    3,686
    ACCOUNTS
  • Average Account Value
    $390,284
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IA, IL, LA, MA, MD, NC, NE, NH, NM, NY, OK, OR, PA, SC, TX, UT, VA, WA, WI, WY

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