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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
Danielle Howard (CRD# 2890740) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Glenwood Springs, CO and has over 19 years of experience in the finance industry.
Dudley Irwin (CRD# 1622162) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Edwards, CO and has over 37 years of experience in the finance industry.
Adam Joice (CRD# 7061929) is an Investment Advisor Representative working at Aspen Grove Capital, LLC in Avon, CO and has over 5 years of experience in the finance industry. Adam Joice 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.
Susan Kasser (CRD# 3174456) is an Investment Advisor Representative working at Neuberger Berman Bd LLC in Avon, CO and has over 9 years of experience in the finance industry.
Hollis Kelley (CRD# 2327665) is an Investment Advisor Representative working at Edward Jones in Glenwood Springs, CO and has over 30 years of experience in the finance industry.
Jeffrey Kirwood (CRD# 5950168) is an Investment Advisor Representative working at Aspen Grove Capital, LLC in Avon, CO and has over 12 years of experience in the finance industry.
Martin Knous (CRD# 7056912) is an Investment Advisor Representative working at Flagstone Financial Advisors, Inc. in Basalt, CO and has over 5 years of experience in the finance industry. Martin Knous 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.
Steven Knous (CRD# 4433880) is an Investment Advisor Representative working at Flagstone Financial Advisors, Inc. in Basalt, CO and has 1 year of experience in the finance industry.
Leo Kraunelis (CRD# 6978233) is an Investment Advisor Representative working at Aspen Grove Capital, LLC in Avon, CO and has over 5 years of experience in the finance industry.
Craig Lathram (CRD# 5573621) is an Investment Advisor Representative working at Lathram Financial Group, LLC in Avon, CO and has over 15 years of experience in the finance industry.