-
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
Andrea Gurule (CRD# 6482384) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Basalt, CO and has 1 year of experience in the finance industry.
Peter Klingsmith (CRD# 5700165) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Basalt, CO and has 1 year of experience in the finance industry.
Catherine Oliver-Allen (CRD# 1216000) is an Investment Advisor Representative working at Invicta Advisors LLC in Basalt, CO and has over 40 years of experience in the finance industry.
Jesse Poznikowich (CRD# 7458544) is an Investment Advisor Representative working at Aspen Grove Capital, LLC in Avon, CO and has over 2 years of experience in the finance industry.
Courtney Ringlein (CRD# 7699501) is an Investment Advisor Representative working at Aspen Grove Capital, LLC in Avon, CO and has 1 year of experience in the finance industry.
Lydia Smith (CRD# 7825460) is an Investment Advisor Representative working at Aspen Grove Capital, LLC in Avon, CO and has 1 year of experience in the finance industry.
Jessica Steinmetz (CRD# 5226824) is an Investment Advisor Representative working at Edward Jones in Gypsum, CO and has over 2 years of experience in the finance industry.
William Van Domelen (CRD# 7200109) is an Investment Advisor Representative working at Ryan Investments in Basalt, CO and has 1 year of experience in the finance industry. William Van Domelen 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 Welsh (CRD# 7281887) is an Investment Advisor Representative working at Avantax Advisory Services in Eagle, CO and has over 3 years of experience in the finance industry.