-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Adam Bird (CRD# 5795122) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Northglenn, CO and has over 2 years of experience in the finance industry.
Rachael Christensen (CRD# 6551121) is an Investment Advisor Representative working at Lpl Financial LLC in Northglenn, CO and has over 7 years of experience in the finance industry.
Janet Geist (CRD# 4686695) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Northglenn, CO and has over 19 years of experience in the finance industry.
Cathy Maestas (CRD# 6203540) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Northglenn, CO and has over 9 years of experience in the finance industry.
Monica Marquez (CRD# 5868984) is an Investment Advisor Representative working at Edward Jones in Northglenn, CO and has over 6 years of experience in the finance industry.
Jeffrey Schuchard (CRD# 2087703) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Northglenn, CO and has over 20 years of experience in the finance industry.
Ryan Walker (CRD# 6214200) is an Investment Advisor Representative working at Edward Jones in Northglenn, CO and has over 10 years of experience in the finance industry.
Jason Woodard (CRD# 4245733) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Northglenn, CO and has over 23 years of experience in the finance industry.
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...
Nicholas Crow (CRD# 6280566) is an Investment Advisor Representative working at Motley Fool Wealth Management, LLC in Lakewood, CO and has 20 years of experience in the finance industry.