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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
Susan Auer (CRD# 6300535) is an Investment Advisor Representative working at Rfg Advisory, LLC in Colorado Springs, CO and has over 10 years of experience in the finance industry. Susan Auer 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.
Alex Avila (CRD# 6555479) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Lone Tree, CO and has over 7 years of experience in the finance industry.
Kevin Baasch (CRD# 6762520) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lone Tree, CO and has over 5 years of experience in the finance industry.
Courtney Babb (CRD# 5531935) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Lone Tree, CO and has over 13 years of experience in the finance industry.
Jeffrey Baclawski (CRD# 4392982) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Lone Tree, CO and has over 22 years of experience in the finance industry. Jeffrey Baclawski 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.
Mary Baker (CRD# 2174331) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lone Tree, CO and has over 32 years of experience in the finance industry.
Mark Ballenger (CRD# 2810252) is an Investment Advisor Representative working at eWealth Consulting in Denver, CO and has over 20 years of experience in the finance industry.
Jason Bandel (CRD# 5235131) is an Investment Advisor Representative working at T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO and has over 17 years of experience in the finance industry.
John Banko (CRD# 4629232) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Parker, CO and has over 20 years of experience in the finance industry.
Tracy Barber (CRD# 5587229) is an Investment Advisor Representative working at Edward Jones in Colorado Springs, CO and has over 15 years of experience in the finance industry.