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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
Steven Knous (CRD# 4433880) is an Investment Advisor Representative working at Flagstone Financial Advisors, Inc. in Basalt, CO and has 1 year of experience in the finance industry.
Leo Kraunelis (CRD# 6978233) is an Investment Advisor Representative working at Aspen Grove Capital, LLC in Avon, CO and has over 5 years of experience in the finance industry.
Craig Lathram (CRD# 5573621) is an Investment Advisor Representative working at Lathram Financial Group, LLC in Avon, CO and has over 15 years of experience in the finance industry.
Brian Littlejohn (CRD# 5895687) is an Investment Advisor Representative working at Sherwood Investment Management in Petaluma, CA and has 10 years of experience in the finance industry. Brian 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 putclients' interests first and comply with the Financial Planning Practice Standards....
Michelle Martinez (CRD# 2952571) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Gypsum, CO and has over 26 years of experience in the finance industry. Michelle Martinez 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.
David Mertens (CRD# 1070500) is an Investment Advisor Representative working at Qsv Equity Investors LLC in Vail, CO and has over 37 years of experience in the finance industry.
Scott Molt (CRD# 1472212) is an Investment Advisor Representative working at Wells Fargo Advisors in Avon, CO and has over 38 years of experience in the finance industry.
Matthew Otto (CRD# 2651682) is an Investment Advisor Representative working at Hightower Advisors, LLC in Vail, CO and has over 28 years of experience in the finance industry. Matthew Otto 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.
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.