Aubrey Coleman (CRD# 4855138) is an Investment Advisor Representative working at On Investment Management Co in Fort Collins, CO and has over 19 years of experience in the finance industry. Aubrey Coleman 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.
CRD# 6262403
Raymond James & Associates, Inc.
CRD# 2896350
Ubs Financial Services Inc.
CRD# 5790901
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The On Equity Sales Company | Cincinnati, OH | Dec 2018 - Current | 5 |
| Fiscal Fitness Clubs Of America, LLC | Parker, CO | Mar 2017 - Dec 2018 | 1 |
| Rea Capital Management, LLC | Fort Collins, CO | Jun 2006 - Apr 2017 | 10 |
| The O.n. Equity Sales Company | Cincinnati, OH | Nov 2004 - Dec 2016 | 12 |
| Retirement & Estate Advisors | Fort Collins, CO | Jun 2004 - Dec 2016 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2005 |
- AK
- AZ
- CA
- CO
- FL
- IA
- MT
- NM
- NC
- WA
- WY
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Total Assets Under Management2,195MILLIONS
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Total Number of Accounts15,930ACCOUNTS
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Average Account Value$137,818
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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