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Distance Metro area (25 miles)
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COMPENSATION Either
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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
Alan Beugg (CRD# 3004268) is an Investment Advisor Representative working at Ifam Capital in Fort Collins, CO and has over 26 years of experience in the finance industry.
Sunit Bhalla (CRD# 5545383) is an Investment Advisor Representative working at Oaktree Financial Planning, LLC in Fort Collins, CO and has over 15 years of experience in the finance industry. Sunit Bhalla 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.
Matthew Bierwirth (CRD# 5581949) is an Investment Advisor Representative working at Resource Design, Inc. in Fort Collins, CO and has over 15 years of experience in the finance industry. Matthew Bierwirth 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.
Jana Binkley (CRD# 6866522) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Fort Collins, CO and has over 5 years of experience in the finance industry.
Carson Bischoff (CRD# 4706986) is an Investment Advisor Representative working at Edward Jones in Loveland, CO and has over 20 years of experience in the finance industry.
Timothy Blandford (CRD# 4257140) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Greeley, CO and has over 17 years of experience in the finance industry.
Elizabeth Bleidt (CRD# 5656590) is an Investment Advisor Representative working at Edward Jones in Longmont, CO and has over 12 years of experience in the finance industry.
Nicholas Bode (CRD# 4089924) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Fort Collins, CO and has over 23 years of experience in the finance industry.
Eugene Bollig (CRD# 2788825) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Fort Collins, CO and has over 5 years of experience in the finance industry.
Brooke Bontz (CRD# 6068005) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Fort Collins, CO and has over 11 years of experience in the finance industry.