Jeffrey Engelman
CRD Number: 4338185Current Firm: Integrated Wealth Concepts 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.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Integrated Wealth Concepts LLC | Waltham, MA | May 2023 - Current | < 1 |
Prism Financial Strategies, LLC | Denver, CO | Aug 2017 - Current | 6 |
Highland Financial Group | Denver, CO | Apr 2013 - Dec 2022 | 9 |
Vision Brokerage Services | Denver, CO | May 2013 - Aug 2017 | 4 |
Vision Investment Advisors, LLC | Denver, CO | Apr 2013 - Aug 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2001 |
S65 | NASAA Investment Advisors Law Examination | Apr 2003 |
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- TX
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Total Assets Under Management7,466MILLIONS
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Total Number of Accounts17,089ACCOUNTS
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Average Account Value$436,887
- A percentage of assets under your management
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