Arlen Olberding (CRD# 4187734) is an Investment Advisor Representative working at Guidepost Financial Planning, LLC in Fort Collins, CO and has over 18 years of experience in the finance industry. Arlen Olberding 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# 6262403
Raymond James & Associates, Inc.
CRD# 2896350
Ubs Financial Services Inc.
CRD# 5790901
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guidepost Financial Planning | Leavenworth, KS | Sep 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2005 |
- CO
- KS
-
Total Assets Under Management28MILLIONS
-
Total Number of Accounts167ACCOUNTS
-
Average Account Value$167,365
- 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
CO, KS, WY
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