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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
Roger Clendenning (CRD# 3273965) is an Investment Advisor Representative working at Pine Cone Capital in Centennial, CO and has over 23 years of experience in the finance industry.
Patrick Conaway (CRD# 2601922) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Aurora, CO and has over 28 years of experience in the finance industry.
Gregg Denhoffer (CRD# 3063054) is an Investment Advisor Representative working at Conexus Capital Management, LLC in Parker, CO and has over 25 years of experience in the finance industry.
Oatley & Diak, LLC is a family run, fee-only registered investment advisor (RIA) firm that provides financial planning and investment management to individuals, families and their related entities, trusts and estates, and family businesses. Oatley & Diak, LLC works with clients to define financial objectives and to develop strategies for reaching those objectives, some of which may include: identification of financial problems, cash flow and budget management, tax planning, risk exposure review, investment management, education funding, retirement planning, estate planning, charitable goals, special...
Jeffrey Dickin (CRD# 4903007) is an Investment Advisor Representative working at John Hancock Investment Management LLC in Parker, CO and has over 18 years of experience in the finance industry.
Mark Dietz (CRD# 4589457) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Aurora, CO and has over 20 years of experience in the finance industry. Mark Dietz 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.
Jamie Ellis (CRD# 2246996) is an Investment Advisor Representative working at Investment & Tax Strategies, Inc. in Parker, CO and has over 31 years of experience in the finance industry. Jamie Ellis 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.
Nicholas Eyl (CRD# 5740953) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Parker, CO and has over 4 years of experience in the finance industry.
Lawrence Finch (CRD# 2275508) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Foxfield, CO and has over 28 years of experience in the finance industry.
Jennifer Frey (CRD# 4163659) is an Investment Advisor Representative working at Lpl Financial LLC in Centennial, CO and has over 23 years of experience in the finance industry.