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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
Daniel Bound (CRD# 4451492) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Boulder, CO and has over 22 years of experience in the finance industry.
Stacey Bouthillette (CRD# 2980410) is an Investment Advisor Representative working at Wells Fargo Advisors in Louisville, CO and has over 24 years of experience in the finance industry.
Laurence Bowers (CRD# 4589796) is an Investment Advisor Representative working at Gradient Advisors, LLC in Fort Collins, CO and has over 15 years of experience in the finance industry.
Sue Bowman (CRD# 4633623) is an Investment Advisor Representative working at Primerica Advisors in Brighton, CO and has over 21 years of experience in the finance industry.
Lindsey Boyd (CRD# 6722547) is an Investment Advisor Representative working at Morgan Stanley in Boulder, CO and has over 5 years of experience in the finance industry.
Kenneth Boyer (CRD# 4063860) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fort Collins, CO and has over 24 years of experience in the finance industry.
Michael Brady (CRD# 2167860) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Boulder, CO and has over 32 years of experience in the finance industry.
Keith Brant (CRD# 5967149) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Loveland, CO and has over 11 years of experience in the finance industry.
Peter Braun (CRD# 2287777) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Boulder, CO and has over 31 years of experience in the finance industry.
Thomas Braun (CRD# 3262722) is an Investment Advisor Representative working at Theory Financial in Fort Collins, CO and has over 19 years of experience in the finance industry. Thomas Braun 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.