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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
Donita Baze (CRD# 5374365) is an Investment Advisor Representative working at Alphemita Financial Services in Estes Park, CO and has over 10 years of experience in the finance industry. Donita Baze 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.
Amanda Falkum (CRD# 4622286) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Silverthorne, CO and has over 21 years of experience in the finance industry.
Mark Gaffney (CRD# 1049040) is an Investment Advisor Representative working at Gulfstream Capital in Nederland, CO and has over 40 years of experience in the finance industry.
Rebecca Glover (CRD# 5974061) is an Investment Advisor Representative working at Edward Jones in Granby, CO and has over 12 years of experience in the finance industry.
Amy Hamasaki (CRD# 3134169) is an Investment Advisor Representative working at Mountain Wealth Planning in Winter Park, CO and has over 25 years of experience in the finance industry. Amy Hamasaki 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.
David Keller (CRD# 6289333) is an Investment Advisor Representative working at Covered Call LLC in Silverthorne, CO and has over 10 years of experience in the finance industry.
Jan Knisley (CRD# 4848626) is an Investment Advisor Representative working at Edward Jones in Granby, CO and has over 19 years of experience in the finance industry.
Erin Larney Themig (CRD# 4218757) is an Investment Advisor Representative working at Commonwealth Financial Network in Winter Park, CO and has over 22 years of experience in the finance industry. Erin Larney Themig 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.
Ea Moulton (CRD# 6373628) is an Investment Advisor Representative working at Edward Jones in Granby, CO and has over 9 years of experience in the finance industry.
Martin Nee (CRD# 6456260) is an Investment Advisor Representative working at Edward Jones in Fraser, CO and has over 9 years of experience in the finance industry.