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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
Savannah Kellogg (CRD# 7147900) is an Investment Advisor Representative working at Edward Jones in Glenwood Springs, CO and has 1 year of experience in the finance industry.
Peter Klingsmith (CRD# 5700165) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Basalt, CO and has 1 year of experience in the finance industry.
Marcus Martin (CRD# 7675343) is an Investment Advisor Representative working at Martin, Marcus in Crested Butte, CO and has 1 year of experience in the finance industry.
John McGrath (CRD# 7294830) is an Investment Advisor Representative working at Equitable Advisors, LLC in Aspen, CO and has over 2 years of experience in the finance industry.
Zachary Mobilian (CRD# 7556285) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Aspen, CO and has 1 year of experience in the finance industry.
Nickolas Ohara (CRD# 6930226) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Aspen, CO and has over 4 years of experience in the finance industry. Nickolas Ohara 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.
Catherine Oliver-Allen (CRD# 1216000) is an Investment Advisor Representative working at Invicta Advisors LLC in Basalt, CO and has over 40 years of experience in the finance industry.
Ryan Parson (CRD# 3269378) is an Investment Advisor Representative working at Sunlight Peaks Financial Partners, LLC in Glenwood Springs, CO and has over 22 years of experience in the finance industry. Ryan Parson 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.
Brooke Perkins (CRD# 6519113) is an Investment Advisor Representative working at Obermeyer Wood Investment Counsel, Lllp in Aspen, CO and has 1 year of experience in the finance industry. Brooke Perkins 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.
Paula Petersen (CRD# 7078487) is an Investment Advisor Representative working at Eagle Strategies LLC in Aspen, CO and has over 3 years of experience in the finance industry.