Donita Baze (CRD# 5374365) is an Investment Advisor Representative working at Alphemita Financial Services in Estes Park, CO and has over 10 years of experience in the finance industry. Donita Baze 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.
CRD# 3073220
Lpl Financial LLC
CRD# 2070613
Lpl Financial LLC
CRD# 6968483
Black Swift Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alphemita, LLC | Estes Park, CO | Aug 2020 - Current | 3 |
| Cuso Financial Services | San Diego, CA | Jan 2015 - Aug 2020 | 5 |
| Elevations Credit Union | Boulder, CO | Jan 2015 - Aug 2020 | 5 |
| Celadon Wealth Management, LLC | Stillwater, OK | Aug 2012 - Dec 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2014 |
- CO
- TX
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts33ACCOUNTS
-
Average Account Value$185,580
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CO, TX
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