Christopher Nani (CRD# 7737630) is an Investment Advisor Representative working at Triumph Capital Management in Denver, CO and has 1 year of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Triumph Capital Management | Denver, CO | Mar 2021 - Current | 3 |
| Cleveland School Of Cannabis | Cleveland, OH | May 2020 - Current | 4 |
| One Cannabis Group | Denver, CO | Mar 2019 - Apr 2020 | 1 |
| Kidder Law Firm | Columbus, OH | Jan 2019 - Jul 2019 | < 1 |
| The Ohio State University Moritz College Of Law | Columbus, OH | Aug 2016 - May 2019 | 2 |
| Vicente Sederberg | Denver, CO | May 2018 - Nov 2018 | < 1 |
| Gregg Slemmer & Jeremy Dodgion | Columbus, OH | Aug 2016 - May 2018 | 1 |
| Kennesaw State University | Kennesaw, GA | Aug 2013 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
- CO
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Total Assets Under Management421MILLIONS
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Total Number of Accounts3,443ACCOUNTS
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Average Account Value$122,316
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, ID, IL, IN, KS, MI, MO, NC, NE, NJ, NM, NV, NY, OH, OR, PA, TN, TX, WA, WI, WY
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