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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
Bryan Burris (CRD# 1279296) is an Investment Advisor Representative working at Salt Wealth Partners in Morrison, CO and has 1 year of experience in the finance industry. Bryan Burris 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.
John Carrington (CRD# 5021080) is an Investment Advisor Representative working at Salt Wealth Partners in Morrison, CO and has over 18 years of experience in the finance industry.
Ross Ferrin (CRD# 2437517) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Morrison, CO and has over 29 years of experience in the finance industry.
Jorge Garcia (CRD# 4419209) is an Investment Advisor Representative working at Principal Securities, Inc. in Morrison, CO and has over 20 years of experience in the finance industry.
Mark O`connor (CRD# 2698798) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Morrison, CO and has over 24 years of experience in the finance industry. Mark O`connor 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.
Gretchen Schmetter (CRD# 4455576) is an Investment Advisor Representative working at Schmetter & Associates LLC in Morrison, CO and has over 11 years of experience in the finance industry.
Randon Schmetter (CRD# 4455578) is an Investment Advisor Representative working at Schmetter & Associates LLC in Morrison, CO and has over 11 years of experience in the finance industry.
Alexander Witt (CRD# 6668075) is an Investment Advisor Representative working at Park Avenue Securities LLC in Morrison, CO and has over 6 years of experience in the finance industry.
Buswell Associates, Inc.
Buswell Associates, Inc. (BAI) is a full-service financial advisory firm that provides guidance, products and money management services to clients of all walks of life using a comprehensive suite of customized planning systems. BAI is a Registered Investment Advisory firm (RIA) and an independent life and health insurance agency. The registered service mark for the company is “America’s Prosperity Whisperer®”.
Experience
Roger Buswell comes from a long line of financial professionals and has been in the financial services field his entire adult life. He started out...
MARGIN is a fixed-fee only wealth management firm. We offer creative wealth management that includes personalized, in-depth financial planning, discretionary investment management, and proactive tax strategy and preparation.
MARGIN exists to help our clients simplify their lives so they can have more time and space (MARGIN) to focus on what's really important.
We serve clients locally in Denver, CO, throughout the United States, and global citizens throughout the world.
What investment and financial planning services do you provide?
- Financial Vision, Cash Flow Planning, and Net...