Bryan Looper (CRD# 7231131) is an Investment Advisor Representative working at Leading Edge Financial Planning in Pagosa Springs, CO and has over 4 years of experience in the finance industry.
CRD# 6250818
Lpl Financial LLC
CRD# 4077007
Sohum Financial Planning, LLC
CRD# 6247917
Blackbird Financial Planning
Company Name | Location | Dates | Years |
---|---|---|---|
Leading Edge Growth, LLC | Wichita, KS | May 2020 - Current | 3 |
Leading Edge Financial Planning, LLC | Wichita, KS | Feb 2020 - Current | 4 |
Term Hedging And Consulting | Pogosa Springs, CO | May 2019 - Current | 4 |
Archuleta School District 50 Jt. | Pogosa Springs, CO | Mar 2019 - Current | 5 |
Archuleta School District 50 Jt.- Pagosa Springs High School | Pagosa Springs, CO | Aug 2008 - Current | 15 |
Pagosa Valley Asphalt Maintenance / Strohecker Asphalt & Paving | Pagosa Springs, CO | May 2020 - Aug 2020 | < 1 |
Devo Capital Management | Pagosa Springs, CO | Jan 2008 - Mar 2019 | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Feb 2020 |
- CO
- KS
- TX
-
Total Assets Under Management34MILLIONS
-
Total Number of Accounts603ACCOUNTS
-
Average Account Value$56,200
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CO, KS, TX
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