Alan Gappinger (CRD# 1103355) is an Investment Advisor Representative working at Hfg Advisors in Greenwood Village, CO and has over 40 years of experience in the finance industry. Alan Gappinger 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# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gbg Financial | Aurora, CO | Dec 2009 - Current | 14 |
| Financial Literacy Network | Aurora, CO | Nov 2006 - Current | 17 |
| Heartland Institute Of Financial Education | Aurora, CO | Dec 2003 - Current | 20 |
| Hfg Advisors LLC | Aurora, CO | Jul 2002 - Current | 21 |
| Hfg Colorado, Inc. | Aurora, CO | Jul 1981 - Current | 42 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1984 |
- CO
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Total Assets Under Management71MILLIONS
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Total Number of Accounts702ACCOUNTS
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Average Account Value$101,578
- A percentage of assets under your management
- 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)
CO, TX
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