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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
Quinn McElwee (CRD# 4979591) is an Investment Advisor Representative working at United Capital Financial Advisors in Fort Collins, CO and has over 18 years of experience in the finance industry. Quinn McElwee 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.
Kory Miller (CRD# 3092861) is an Investment Advisor Representative working at Lpl Financial LLC in Greeley, CO and has over 24 years of experience in the finance industry.
Todd Moerman (CRD# 5806129) is an Investment Advisor Representative working at Integrity Investment Advisors in Fort Collins, CO and has over 13 years of experience in the finance industry.
James Monti (CRD# 7012282) is an Investment Advisor Representative working at The William Allan Corporation in Fort Collins, CO and has 1 year of experience in the finance industry.
Casey Morris (CRD# 5485375) is an Investment Advisor Representative working at Capstone Pacific Investment Strategies in Fort Collins, CO and has over 15 years of experience in the finance industry. Casey Morris 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.
Mitchal O'hare (CRD# 4561108) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Fort Collins, CO and has over 21 years of experience in the finance industry. Mitchal O'hare 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.
Phillip Parsons (CRD# 3238755) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fort Collins, CO and has over 24 years of experience in the finance industry.
Bryce Pease (CRD# 854522) is an Investment Advisor Representative working at Capstone Pacific Investment Strategies in Fort Collins, CO and has over 32 years of experience in the finance industry. Bryce Pease 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.
Neil Reinhardt (CRD# 5798894) is an Investment Advisor Representative working at Edward Jones in Fort Collins, CO and has over 13 years of experience in the finance industry.
Jeffrey Rittner (CRD# 5815374) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Fort Collins, CO and has over 13 years of experience in the finance industry. Jeffrey Rittner 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.