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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
Gregory Backhaus (CRD# 4878948) is an Investment Advisor Representative working at Edward Jones in Windsor, CO and has over 19 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.
Richard Bell (CRD# 1054684) is an Investment Advisor Representative working at Park Avenue Securities LLC in Windsor, CO and has over 41 years of experience in the finance industry. Richard Bell 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.
Adam Bott (CRD# 6010725) is an Investment Advisor Representative working at Lpl Financial LLC in Windsor, CO and has over 12 years of experience in the finance industry.
Michael Fassi (CRD# 828921) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Windsor, CO and has over 42 years of experience in the finance industry.
Terri Fassi (CRD# 2526113) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Windsor, CO and has over 25 years of experience in the finance industry.
Aaron Foster (CRD# 6553959) is an Investment Advisor Representative working at Compound Planning in Windsor, CO and has over 8 years of experience in the finance industry. Aaron Foster 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.
Aaron Grosul (CRD# 6628214) is an Investment Advisor Representative working at Edward Jones in Windsor, CO and has over 7 years of experience in the finance industry.
Michael Gutwein (CRD# 5467629) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Windsor, CO and has over 15 years of experience in the finance industry. Michael Gutwein 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.
Clinton Jasperson (CRD# 6230679) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Windsor, CO and has over 10 years of experience in the finance industry.