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Distance Metro area (25 miles)
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COMPENSATION Either
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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
Thomas Burk (CRD# 2196655) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Highlands Ranch, CO and has over 29 years of experience in the finance industry. Thomas Burk 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.
Chad Christensen (CRD# 2866795) is an Investment Advisor Representative working at Semper Augustus Investments Group LLC in Highlands Ranch, CO and has over 25 years of experience in the finance industry.
Steven Cruice (CRD# 6761667) is an Investment Advisor Representative working at Simply Steward in Highlands Ranch, CO and has over 7 years of experience in the finance industry. Steven Cruice 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.
Paula Degener (CRD# 6292373) is an Investment Advisor Representative working at Mariner Wealth in Highlands Ranch, CO and has 1 year of experience in the finance industry. Paula Degener 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.
Lisa Deppey (CRD# 2712939) is an Investment Advisor Representative working at Missionsquare Retirement in Highlands Ranch, CO and has over 25 years of experience in the finance industry.
Jason Dohrman (CRD# 4392411) is an Investment Advisor Representative working at Creative Planning in Highlands Ranch, CO and has over 22 years of experience in the finance industry. Jason Dohrman 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.
Micah Drake (CRD# 4756400) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Highlands Ranch, CO and has over 20 years of experience in the finance industry.
B. Dvorchak (CRD# 1757825) is an Investment Advisor Representative working at Dvorchak & Associates in Highlands Ranch, CO and has over 28 years of experience in the finance industry. B. Dvorchak 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.
Steven Erfman (CRD# 6094417) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Highlands Ranch, CO and has over 5 years of experience in the finance industry. Steven Erfman 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.
Steven Ewen (CRD# 4470143) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Highlands Ranch, CO and has over 21 years of experience in the finance industry.