I assist individuals, families, and businesses with a broad array of financial needs. With the support of a full-service brokerage platform, I am able to research and recommend long-term investment strategies and develop customized financial plans.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Empower Advisory Group, LLC | Greenwood Village, CO | Apr 2023 - Current | 1 |
| Personal Capital Advisors Corporation | Denver, CO | Aug 2019 - Current | 4 |
| Personal Capital Advisors Corporation | Denver, CO | Mar 2018 - Aug 2019 | 1 |
| Vitac | Greenwood Village, CO | Nov 2016 - Mar 2018 | 1 |
| 7300 Wealth Management, LLC | Colorado Springs, CO | Jul 2016 - Mar 2018 | 1 |
| Td Florist Design | Highlands Ranch, CO | Mar 2015 - Nov 2016 | 1 |
| Waddell & Reed, Inc. | Denver, CO | Jun 2015 - Jul 2016 | 1 |
| Various Insurance Carriers For W&r Insurance Agencies | Lakewood, CO | Jun 2015 - Jul 2016 | 1 |
| Adecco | Denver, CO | Nov 2014 - Aug 2015 | < 1 |
| Unemployed | Lakewood, CO | Sep 2014 - Nov 2014 | < 1 |
| Bew Global | Greenwood Village, CO | May 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2015 |
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Total Assets Under Management134,279MILLIONS
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Total Number of Accounts188,739ACCOUNTS
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Average Account Value$711,454
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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