Peter Pittman, financial advisor Golden CO

Peter Pittman

CRD Number: 5943349
Current Firm: Aspen Leaf Wealth Management, Pbc

Peter Pittman (CRD# 5943349) is an Investment Advisor Representative working at Aspen Leaf Wealth Management, Pbc in Golden, CO and has over 12 years of experience in the finance industry. Peter Pittman 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
Aspen Leaf Wealth Management Golden, CO Mar 2020 - Current 4
Tedstrom Wealth Advisors, Inc. Denver, CO Aug 2018 - Dec 2019 1
Lpl Financial LLC Denver, CO Jul 2018 - Dec 2019 1
Wells Fargo Clearing Services, LLC Lakewood, CO Nov 2016 - Jul 2018 1
Wells Fargo Advisors LLC Lakewood, CO Jun 2011 - Nov 2016 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Peter J. Pittman
Phone Number: 720-593-4660
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    60
    MILLIONS
  • Total Number of Accounts
    281
    ACCOUNTS
  • Average Account Value
    $212,924
Compensation Options
  • A percentage of assets under your management
  • 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

CO, TX

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