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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
Chris Abeyta (CRD# 6403098) is an Investment Advisor Representative working at Rfg Advisory, LLC in Colorado Springs, CO and has over 9 years of experience in the finance industry.
Mary Alpers (CRD# 4777789) is an Investment Advisor Representative working at Three Points Financial, Inc. in Colorado Springs, CO and has over 20 years of experience in the finance industry. Mary Alpers 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.
John Anderson (CRD# 5762939) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Colorado Springs, CO and has over 13 years of experience in the finance industry. John Anderson 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.
Patrick Anderson (CRD# 4521473) is an Investment Advisor Representative working at Advisors Asset Management, Inc. in Monument, CO and has over 20 years of experience in the finance industry.
Nathan Archuleta (CRD# 5066560) is an Investment Advisor Representative working at Commonwealth Financial Network in Colorado Springs, CO and has over 17 years of experience in the finance industry. Nathan Archuleta 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.
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.
Mackenzie Bekeza (CRD# 6666241) is an Investment Advisor Representative working at Rfg Advisory, LLC in Colorado Springs, CO and has over 7 years of experience in the finance industry. Mackenzie Bekeza 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.
Michael Biehl (CRD# 6509987) is an Investment Advisor Representative working at Edward Jones in Colorado Springs, CO and has over 8 years of experience in the finance industry.
Julie Bishop (CRD# 3254141) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Colorado Springs, CO and has over 8 years of experience in the finance industry.
Brian Boudreau (CRD# 5413807) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Colorado Springs, CO and has over 12 years of experience in the finance industry. Brian Boudreau 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.