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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
Kelly Beck (CRD# 2648050) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Greeley, CO and has over 5 years of experience in the finance industry.
Ryan Behm (CRD# 4757111) is an Investment Advisor Representative working at Eagle Strategies LLC in Windsor, CO and has over 19 years of experience in the finance industry.
Patrick Bell (CRD# 6574889) is an Investment Advisor Representative working at Edward Jones in Loveland, CO and has over 8 years of experience in the finance industry.
Mary Bennett (CRD# 4365156) is an Investment Advisor Representative working at Growstrong Wealth Strategies in Fort Collins, CO and has over 17 years of experience in the finance industry.
Menan Bergman (CRD# 6536189) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Greeley, CO and has over 8 years of experience in the finance industry.
Kevin Best (CRD# 4075985) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Greeley, CO and has 1 year of experience in the finance industry.
Gregory Betsinger (CRD# 1781692) is an Investment Advisor Representative working at Edward Jones in Longmont, CO and has over 26 years of experience in the finance industry.
Alan Beugg (CRD# 3004268) is an Investment Advisor Representative working at Ifam Capital in Fort Collins, CO and has over 26 years of experience in the finance industry.
Sunit Bhalla (CRD# 5545383) is an Investment Advisor Representative working at Oaktree Financial Planning, LLC in Fort Collins, CO and has over 15 years of experience in the finance industry. Sunit Bhalla 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.
Matthew Bierwirth (CRD# 5581949) is an Investment Advisor Representative working at Resource Design, Inc. in Fort Collins, CO and has over 15 years of experience in the finance industry. Matthew Bierwirth 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.