Gordan PostCRD 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 21 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.
Ewealth Consulting, LLC
Anthony Capital, LLC
|Cobiz Wealth||Denver, CO||Mar 2013 - Current||4|
|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|
Total Assets Under Management859MILLIONS
Total Number of Accounts1,116ACCOUNTS
Average Account Value$769,639
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, NY, TX, WA
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