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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
Sean Wood (CRD# 5728258) is an Investment Advisor Representative working at Stewardship Advisory Group, LLC in Evergreen, CO and has over 14 years of experience in the finance industry. Sean Wood 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.
Gwendolyn Yanish (CRD# 5641046) is an Investment Advisor Representative working at Wells Fargo Advisors in Evergreen, CO and has over 13 years of experience in the finance industry.
Joseph Defrank (CRD# 6706081) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Evergreen, CO and has over 7 years of experience in the finance industry.
Marc McClure (CRD# 6730780) is an Investment Advisor Representative working at Convexbeta Investments, LLC in Evergreen, CO and has over 7 years of experience in the finance industry.
James McKinnon (CRD# 7245738) is an Investment Advisor Representative working at Edward Jones in Evergreen, CO and has over 3 years of experience in the finance industry.
John Morrill (CRD# 2133341) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Evergreen, CO and has over 33 years of experience in the finance industry.
Sharon Starkey (CRD# 2723921) is an Investment Advisor Representative working at Wells Fargo Advisors in Evergreen, CO and has over 23 years of experience in the finance industry. Sharon Starkey 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.
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...
Nicholas Crow (CRD# 6280566) is an Investment Advisor Representative working at Motley Fool Wealth Management, LLC in Lakewood, CO and has 20 years of experience in the finance industry.