-
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
Jeffrey Cannella (CRD# 2236889) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Elizabeth, CO and has over 24 years of experience in the finance industry.
John Cavaliere (CRD# 2377174) is an Investment Advisor Representative working at Lpl Financial LLC in Elizabeth, CO and has over 30 years of experience in the finance industry.
John Hamel (CRD# 4124627) is an Investment Advisor Representative working at Austec Wealth Management, LLC in Highlands Ranch, CO and has over 17 years of experience in the finance industry.
Austec Wealth Management is a Registered Investment Adviser that was founded to provide financial planning services and portfolio management to individuals (business owners, retiree’s) and business entities.
We've observed that business owners and retiree’s generally have more income needs during economic recessions and traditional investment strategies tend to not address this issue. This may mean...
Kevin McIntosh (CRD# 4253079) is an Investment Advisor Representative working at City National Rochdale in Elizabeth, CO and has over 23 years of experience in the finance industry.
Robert Reiman (CRD# 5903837) is an Investment Advisor Representative working at Edward Jones in Elizabeth, CO and has over 12 years of experience in the finance industry.
Ronald Vermillion (CRD# 1145373) is an Investment Advisor Representative working at Western Wealth Management LLC in Elizabeth, CO and has over 15 years of experience in the finance industry.
Buswell Associates, Inc.
Buswell Associates, Inc. (BAI) is a full-service financial advisory firm that provides guidance, products and money management services to clients of all walks of life using a comprehensive suite of customized planning systems. BAI is a Registered Investment Advisory firm (RIA) and an independent life and health insurance agency. The registered service mark for the company is “America’s Prosperity Whisperer®”.
Experience
Roger Buswell comes from a long line of financial professionals and has been in the financial services field his entire adult life. He started out...
MARGIN is a fixed-fee only wealth management firm. We offer creative wealth management that includes personalized, in-depth financial planning, discretionary investment management, and proactive tax strategy and preparation.
MARGIN exists to help our clients simplify their lives so they can have more time and space (MARGIN) to focus on what's really important.
We serve clients locally in Denver, CO, throughout the United States, and global citizens throughout the world.
What investment and financial planning services do you provide?
- Financial Vision, Cash Flow Planning, and Net...
Craig Johlfs (CRD# 5267609) is an Investment Advisor Representative working at LPL Financial in Denver, CO.
Craig initially began his career at Waddell & Reed in early 2007. He identified with the firm’s approach to a client-centric and planning-driven approach to the client experience. Craig accomplishes this by utilizing a ‘strategy first’ holistic approach with product-agnostic recommendations.
Although Craig has moved Broker Dealers to LPL Financial, what hasn’t changed is our dedication to his clients, their financial plans, and their money – a stewardship that he take very seriously....
Elizabeth O'Donnell (CRD# 4503842) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Denver, CO and has over 17 years of experience in the finance industry.
OWM brings integrity and intelligence to bear in our development of strategies that serve the best interests of our clients. At every stage of the process and with every interaction, our goal is to meet our clients' needs. We make investment understandable and enjoyable so clients can make informed decisions about their money. We never focus on proprietary products - so we avoid any conflicts of interest....