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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
Daniel Barotz (CRD# 5114484) is an Investment Advisor Representative working at Focused Alpha, LLC in Denver, CO and has over 17 years of experience in the finance industry.
Eric Barr (CRD# 2553965) is an Investment Advisor Representative working at Geowealth Management LLC in Boulder, CO and has over 29 years of experience in the finance industry.
Norma Barrandey (CRD# 4950231) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Greeley, CO and has over 18 years of experience in the finance industry.
John Barry (CRD# 1565715) is an Investment Advisor Representative working at Lpl Financial LLC in Loveland, CO and has over 37 years of experience in the finance industry.
Thomas Basil (CRD# 3192909) is an Investment Advisor Representative working at Colorado Diversified Financial in Longmont, CO and has over 25 years of experience in the finance industry. Thomas Basil 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.
Steven Basler (CRD# 5550784) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Wheat Ridge, CO and has over 10 years of experience in the finance industry.
Thomas Batcha (CRD# 7004026) is an Investment Advisor Representative working at Johnson Financial Group LLC in Denver, CO and has over 5 years of experience in the finance industry.
Stephen Bauer (CRD# 6603821) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Denver, CO and has over 8 years of experience in the finance industry. Stephen Bauer 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.
Paul Baumbach (CRD# 2430006) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Denver, CO and has over 30 years of experience in the finance industry. Paul Baumbach 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.
Jack Bayliss (CRD# 2928926) is an Investment Advisor Representative working at Edward Jones in Boulder, CO and has over 26 years of experience in the finance industry.