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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
Paul Mendelsohn (CRD# 2011585) is an Investment Advisor Representative working at Windham Financial Services, Inc. in Steamboat Springs, CO and has over 30 years of experience in the finance industry.
Scott Minnig (CRD# 4658654) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Steamboat Springs, CO and has over 20 years of experience in the finance industry.
Henry Murray (CRD# 5543965) is an Investment Advisor Representative working at Deer Park Road Management Company, LP in Steamboat Springs, CO and has over 12 years of experience in the finance industry.
Michael Oconnor (CRD# 730847) is an Investment Advisor Representative working at Windham Financial Services, Inc. in Steamboat Springs, CO and has over 42 years of experience in the finance industry.
Kiva Patten (CRD# 2723082) is an Investment Advisor Representative working at Deer Park Road Management Company, LP in Steamboat Springs, CO and has over 21 years of experience in the finance industry.
John Pougiales (CRD# 1513047) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Steamboat Springs, CO and has over 34 years of experience in the finance industry. John Pougiales 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.
Christopher Puckett (CRD# 5343937) is an Investment Advisor Representative working at Edward Jones in Steamboat Springs, CO and has over 16 years of experience in the finance industry.
Matthew Richeda (CRD# 2252876) is an Investment Advisor Representative working at Rockefeller Capital Management in Steamboat Springs, CO and has over 27 years of experience in the finance industry. Matthew Richeda 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.
Ray Schoonover (CRD# 1173483) is an Investment Advisor Representative working at S2o Capital Management in Steamboat Springs, CO and has over 40 years of experience in the finance industry.
Timothy Schott (CRD# 4598081) is an Investment Advisor Representative working at Aton Advisors, LLC in Steamboat Springs, CO and has over 21 years of experience in the finance industry.