Jeffrey Engelman, financial advisor Denver CO
103 score

Jeffrey Engelman

CRD Number: 4338185
Current Firm: Vision Investment Advisors, LLC
Compensation Model: Fee Only

Jeff Engelman, CFP® is an independent financial planner committed to helping his clients pursue long-term financial success.  In September 2000, Jeff entered the investment industry by participating in a full time college internship program with Highland Financial Group, Inc.  He graduated from the University of Nebraska at Kearney with a Bachelor of Science degree in Business Administration with an emphasis in Finance in May 2001.  In addition to his education and experience, Mr. Engelman currently holds the CERTIFIED CERTIFIED FINANCIAL PLANNER™ designation.

 

Born and raised in Diller, Nebraska, Mr. Engelman learned the Midwestern values of hard work, responsibility and integrity.  He now resides in Denver, Colorado with his wife three children.  Outside of work Jeff enjoys spending time with his family and friends as well as watching sporting events.  The Engelman's are members of Good Shepherd Catholic Church.

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Professional Designations
Company Name Location Dates Years
Vision Brokerage Services Denver, CO May 2013 - Current 4
Vision Investment Advisors, LLC Denver, CO Apr 2013 - Current 4
Highland Financial Group Denver, CO Apr 2013 - Current 4
Bank Of The West Denver, CO Aug 2011 - Apr 2013 1
Banwest Investment Services Denver, CO Aug 2011 - Apr 2013 1
Morgan Stanley Smith Barney Lincoln, NE Jul 2009 - Aug 2011 2
Citigroup Global Markets Inc. Lincoln, NE Jul 2006 - Jun 2009 2
Liberty Investment Services Inc/raymond James Financial Services Springfield, MO Jan 2003 - Jun 2006 3
Liberty Bank/liberty Insurance Agency Springfield, MO Jan 2003 - Jun 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2001
S65 NASAA Investment Advisors Law Examination Apr 2003
Contact Info for Jeffrey G. Engelman
By the Numbers
  • Total Assets Under Management
    61
    MILLIONS
  • Total Number of Accounts
    111
    ACCOUNTS
  • Average Account Value
    $551,212
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
  • Other
Advisory Services Offered
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DE, FL, IL, LA, MA, MD, MI, ND, NE, NH, NJ, NV, NY, OR, SD, TN, TX

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BADGES
103
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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