Gordan Post, financial advisor Denver CO
96 score

Gordan Post

CRD Number: 2002825
Current Firm: Cobiz Wealth

Gordan Post (CRD# 2002825) is an Investment Advisor Representative working at Cobiz Wealth in Denver, CO and has over 19 years of experience in the finance industry. Gordan Post 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
Cobiz Wealth Denver, CO Mar 2013 - Current 3
Cobiz Investment Management, LLC Denver, CO Aug 2011 - Mar 2013 1
Cobiz Trust Denver, CO Jan 2007 - Jul 2011 4
American National Bank / Bank Of Cherry Creek Denver, CO Mar 1998 - Jan 2007 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1997
S65 NASAA Investment Advisors Law Examination Jul 2011
Contact Info for Gordan C. Post
Phone Number: 303-291-4700
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    859
    MILLIONS
  • Total Number of Accounts
    1,116
    ACCOUNTS
  • Average Account Value
    $769,639
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, NY, TX, WA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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