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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
Warren Baker (CRD# 2407505) is an Investment Advisor Representative working at Platte River Wealth Advisors, LLC in Louisville, CO and has over 27 years of experience in the finance industry.
Charles Barkmeier (CRD# 7185795) is an Investment Advisor Representative working at Gainline Financial Partners, LLC in Louisville, CO and has over 4 years of experience in the finance industry. Charles Barkmeier 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.
Sophia Berglund (CRD# 7688713) is an Investment Advisor Representative working at Peak Asset Management, LLC in Louisville, CO and has 1 year of experience in the finance industry.
Jill Bischoff (CRD# 6381042) is an Investment Advisor Representative working at Edward Jones in Louisville, CO and has 1 year of experience in the finance industry.
Timothy Burt (CRD# 5669245) is an Investment Advisor Representative working at Peak Asset Management, LLC in Louisville, CO and has 1 year of experience in the finance industry.
Curtis Clegg (CRD# 4905457) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Louisville, CO and has over 19 years of experience in the finance industry. Curtis Clegg 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.
Colin Cunningham (CRD# 7324486) is an Investment Advisor Representative working at Edward Jones in Louisville, CO and has over 3 years of experience in the finance industry.
Jason Foster (CRD# 6592312) is an Investment Advisor Representative working at Peak Asset Management, LLC in Louisville, CO and has over 8 years of experience in the finance industry.
Sonya Gillis (CRD# 2452562) is an Investment Advisor Representative working at Gainline Financial Partners, LLC in Louisville, CO and has over 25 years of experience in the finance industry.
Luke Giusto (CRD# 7121512) is an Investment Advisor Representative working at Wells Fargo Advisors in Louisville, CO and has over 2 years of experience in the finance industry.