Michael BeaulieuCRD Number: 6512086
Current Firm: The Retirement Planning Specialists, LLC
Michael Beaulieu (CRD# 6512086) is an Investment Advisor Representative working at The Retirement Planning Specialists, LLC in Greenwood Village, CO and has over 5 years of experience in the finance industry. Michael Beaulieu 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.
Thrivent Advisor Network, LLC
Schaefer Financial Management, Inc.
|Beacon Pointe Advisors, LLC||Greenwood Village, CO||Jan 2022 - Current||< 1|
|The Retirement Planning Specialists, LLC||Greenwood Village, CO||May 2017 - Jan 2022||4|
|T. Rowe Price||Colorado Springs, CO||May 2016 - May 2017||1|
|Confluence Financial Advisors||Boulder, CO||Feb 2016 - May 2016||< 1|
|Colorado State University||Fort Collins, CO||Aug 2012 - May 2016||3|
|Colorado State University Campus Recreation||Fort Collins, CO||Aug 2014 - Feb 2016||1|
|T. Rowe Price||Colorado Springs, CO||Jun 2015 - Aug 2015||< 1|
|Lewis Palmer School District 38||Monument, CO||May 2014 - Aug 2014||< 1|
|Colorado State University Residence Life||Fort Collins, CO||Aug 2013 - May 2014||< 1|
|Lewis Palmer School District 38||Monument, CO||May 2013 - Aug 2013||< 1|
|Subway||Monument, CO||Mar 2012 - Apr 2013||1|
|Palmer Ridge High School||Monument, CO||Aug 2008 - May 2012||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2018|
|S63||Uniform Securities State Law Examination||Sep 2016|
Total Assets Under Management187MILLIONS
Total Number of Accounts799ACCOUNTS
Average Account Value$234,456
- 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
CA, CO, FL, NE, NH, TX
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