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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
Maryann Ruck (CRD# 2637933) is an Investment Advisor Representative working at Lpl Financial LLC in Windsor, CO and has over 23 years of experience in the finance industry.
Robert Schmidt (CRD# 1054387) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Windsor, CO and has over 33 years of experience in the finance industry.
Lotem Sella (CRD# 6545948) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Windsor, CO and has over 8 years of experience in the finance industry.
Alina Shelton (CRD# 6706392) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Windsor, CO and has over 4 years of experience in the finance industry.
Nicole Slack (CRD# 1468706) is an Investment Advisor Representative working at Wealth Management Advisors Ria, Inc. in Windsor, CO and has over 33 years of experience in the finance industry.
Janet Stanley (CRD# 4877898) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Windsor, CO and has over 18 years of experience in the finance industry.
Patrick Varney (CRD# 4125180) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Windsor, CO and has over 24 years of experience in the finance industry.
James Wertz (CRD# 5281474) is an Investment Advisor Representative working at Independent Financial Group, LLC in Windsor, CO and has over 17 years of experience in the finance industry.
Erika Agard (CRD# 6302319) is an Investment Advisor Representative working at Aptus Financial, LLC in Windsor, CO and has over 8 years of experience in the finance industry. Erika Agard 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.
Alyssa Davis (CRD# 7135613) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Windsor, CO and has over 2 years of experience in the finance industry.