-
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
Gil Berman (CRD# 2226414) is an Investment Advisor Representative working at Berman, Gil in Boulder, CO and has over 20 years of experience in the finance industry.
Andrea Berry (CRD# 6950509) is an Investment Advisor Representative working at Flatiron Financial Planning in Boulder, CO and has 1 year of experience in the finance industry. Andrea Berry 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.
Gregory Berry (CRD# 6819496) is an Investment Advisor Representative working at Conscious Capital Wealth Management, LLC in Boulder, CO and has over 6 years of experience in the finance industry.
Gregory Betsinger (CRD# 1781692) is an Investment Advisor Representative working at Edward Jones in Longmont, CO and has over 26 years of experience in the finance industry.
Laura Bickel (CRD# 5734426) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Boulder, CO and has over 14 years of experience in the finance industry.
Bradley Bickham (CRD# 1342965) is an Investment Advisor Representative working at Lido in Boulder, CO and has over 38 years of experience in the finance industry.
Kreighton Bieger (CRD# 5148489) is an Investment Advisor Representative working at Kilterhowling LLC in Boulder, CO and has 15 years of experience in the finance industry.
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.
Kathrin Biscornet (CRD# 6745637) is an Investment Advisor Representative working at Bsw Wealth Partners in Boulder, CO and has over 7 years of experience in the finance industry. Kathrin Biscornet 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.
Jason Black (CRD# 5265605) is an Investment Advisor Representative working at Colorado Capital Management in Boulder, CO and has over 17 years of experience in the finance industry. Jason Black 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.