-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Matthew Owings (CRD# 5632831) is an Investment Advisor Representative working at M. Austin Investments in Carbondale, CO and has over 11 years of experience in the finance industry.
Bo Pihl (CRD# 4612356) is an Investment Advisor Representative working at Orographic Financial Advisors in Avon, CO and has over 17 years of experience in the finance industry. Bo Pihl 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.
Katherine Preston (CRD# 6315544) is an Investment Advisor Representative working at Gps Wealth Strategies Group, LLC in Basalt, CO and has over 9 years of experience in the finance industry.
Timothy Rahmeier (CRD# 5016961) is an Investment Advisor Representative working at Commonwealth Financial Network in Glenwood Springs, CO and has over 18 years of experience in the finance industry. Timothy Rahmeier 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.
Kenneth Ransford (CRD# 4886970) is an Investment Advisor Representative working at Finesse Funds, LLC in Basalt, CO and has over 19 years of experience in the finance industry.
Jill Rogers (CRD# 4795986) is an Investment Advisor Representative working at Captrust in Carbondale, CO and has 1 year of experience in the finance industry. Jill Rogers 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.
Richard Rogers (CRD# 3168160) is an Investment Advisor Representative working at Captrust in Carbondale, CO and has over 25 years of experience in the finance industry.
Charles Smallwood (CRD# 6244281) is an Investment Advisor Representative working at Edward Jones in Eagle, CO and has over 9 years of experience in the finance industry.
Richard Smidt (CRD# 2144522) is an Investment Advisor Representative working at Edward Jones in Glenwood Springs, CO and has over 32 years of experience in the finance industry.
Donald Tapp (CRD# 4554286) is an Investment Advisor Representative working at Avantax Advisory Services in Glenwood Springs, CO and has over 21 years of experience in the finance industry.