John Coulter (CRD# 1727213) is an Investment Advisor Representative working at Aspen Financial, Inc. in Snowmass Village, CO and has over 34 years of experience in the finance industry. John Coulter 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# 1099588
Ameriprise Financial Services, LLC
CRD# 5295673
Edward Jones
CRD# 1702479
Tcfg Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Aspen Financial, Inc. | Snowmass Village, CO | Aug 2015 - Current | 8 |
Aspen Financial, Inc. Fka Coulter Investment Management, Inc. | Snowmass Village, CO | Feb 1989 - Current | 35 |
Lpl Financial, LLC | Snowmass Village, CO | Feb 1989 - Nov 2015 | 26 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 1989 |
- CO
- NY
-
Total Assets Under Management16MILLIONS
-
Total Number of Accounts40ACCOUNTS
-
Average Account Value$400,146
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CO, NY
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