Ian Freemire, financial advisor Greenwood Village CO

Ian Freemire

CRD Number: 6534387
Current Firm: Windsor Capital Management, LLC

Ian Freemire (CRD# 6534387) is an Investment Advisor Representative working at Windsor Capital Management, LLC in Greenwood Village, CO and has over 6 years of experience in the finance industry. Ian Freemire 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.

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Professional Designations
Company Name Location Dates Years
Windsor Capital Management, LLC Phoenix, AZ Feb 2019 - Current 2
Fidelity Brokerage Services LLC Greenwood Village, CO Jul 2015 - Feb 2019 3
Birdnow Motor Trade Oelwein, IA May 2013 - May 2015 2
University Of Northern Iowa Cedar Falls, IA Aug 2011 - May 2015 3
Midland Loan Services Overland Park, KS May 2014 - Aug 2014 < 1
University Of Northern Iowa Cedar Falls, IA Jan 2013 - May 2014 1
Total Turf And Landscape Bettendorf, IA May 2013 - Aug 2013 < 1
Emerald Isle Landscaping Aurora, CO May 2012 - Aug 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2015
S66 NASAA Uniform Combined State Law Examination Jul 2018
Contact Info for Ian M. Freemire
Phone Number: 480-515-3514
Registered State(s):
  • CO
  • NV
By the Numbers
  • Total Assets Under Management
    615
    MILLIONS
  • Total Number of Accounts
    1,214
    ACCOUNTS
  • Average Account Value
    $506,327
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IA, ID, IL, MI, MN, NC, NE, NH, NV, OK, OR, TX, UT, WA, WI

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