Brett Spurr (CRD# 4619356) is an Investment Advisor Representative working at Spurr Financial Planning, Inc. in Salida, CO and has over 21 years of experience in the finance industry. Brett Spurr 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.
CRD# 6290767
Cambridge Financial Advisors, LLC
CRD# 2363536
Ee&a Investment Management
CRD# 6401666
Cambridge Financial Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Spurr Financial Planning, Inc. | Salida, CO | Apr 2003 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2003 |
- CO
- TX
-
Total Assets Under Management83MILLIONS
-
Total Number of Accounts231ACCOUNTS
-
Average Account Value$357,562
- 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
- Selection of other advisers (including private fund managers)
- Other
CO, TX
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