-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Matthew Owings (CRD# 5632831) is an Investment Advisor Representative working at M. Austin Investments in Carbondale, CO and has over 11 years of experience in the finance industry.
Bo Pihl (CRD# 4612356) is an Investment Advisor Representative working at Orographic Financial Advisors in Avon, CO and has over 17 years of experience in the finance industry. Bo Pihl 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.
Katherine Preston (CRD# 6315544) is an Investment Advisor Representative working at Gps Wealth Strategies Group, LLC in Basalt, CO and has over 9 years of experience in the finance industry.
Kenneth Ransford (CRD# 4886970) is an Investment Advisor Representative working at Finesse Funds, LLC in Basalt, CO and has over 19 years of experience in the finance industry.
Brian Thomas (CRD# 7047807) is an Investment Advisor Representative working at Edward Jones in Carbondale, CO and has over 5 years of experience in the finance industry.
Gregory Thomas (CRD# 445150) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in Avon, CO and has over 32 years of experience in the finance industry.
Steven Thompson (CRD# 4235625) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Avon, CO and has over 22 years of experience in the finance industry. Steven Thompson 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.
Tracy Tutag (CRD# 4507476) is an Investment Advisor Representative working at Western Wealth Management LLC in Edwards, CO and has over 21 years of experience in the finance industry. Tracy Tutag 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.
William Verity (CRD# 1426080) is an Investment Advisor Representative working at Verity Investment Partners in Edwards, CO and has over 22 years of experience in the finance industry.
Charles Wick (CRD# 4451150) is an Investment Advisor Representative working at Edward Jones in Gypsum, CO and has over 22 years of experience in the finance industry.