Michael Beaulieu, financial advisor Greenwood Village CO

Michael Beaulieu

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Michael J. Beaulieu
Phone Number: 303-771-3088
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    187
    MILLIONS
  • Total Number of Accounts
    799
    ACCOUNTS
  • Average Account Value
    $234,456
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, CO, FL, NE, NH, TX

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