James Glasheen (CRD# 5750170) is an Investment Advisor Representative working at Colorado Wealth Group LLC in Denver, CO and has over 13 years of experience in the finance industry. James Glasheen 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.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Colorado Wealth Group, LLC | Denver, CO | Aug 2021 - Current | 2 |
| Changepath, LLC | Leawood, KS | Oct 2020 - Jul 2021 | < 1 |
| Mosaic Retirement Planning | Centennial, CO | Oct 2020 - Jul 2021 | < 1 |
| Extended Travel | Carmel, IN | Nov 2019 - Oct 2020 | < 1 |
| Fidelity Personal And Workplace Advisors | Boston, MA | Jul 2018 - Nov 2019 | 1 |
| Strategic Advisers, LLC | West Hartford, CT | Jul 2011 - Jul 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2011 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2011 |
- CO
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Total Assets Under Management176MILLIONS
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Total Number of Accounts1,075ACCOUNTS
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Average Account Value$163,569
- 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)
- Other
CA, CO, FL, LA, NE, OH, TX
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