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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
Craig Lathram (CRD# 5573621) is an Investment Advisor Representative working at Lathram Financial Group, LLC in Avon, CO and has over 15 years of experience in the finance industry.
Jeremy Lepore (CRD# 5020843) is an Investment Advisor Representative working at Edward Jones in Edwards, CO and has over 5 years of experience in the finance industry.
Kathryn Lizotte (CRD# 5431619) is an Investment Advisor Representative working at Western Wealth Management LLC in Edwards, CO and has over 13 years of experience in the finance industry. Kathryn Lizotte 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.
Michelle Martinez (CRD# 2952571) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Gypsum, CO and has over 26 years of experience in the finance industry. Michelle Martinez 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 Mertens (CRD# 1070500) is an Investment Advisor Representative working at Qsv Equity Investors LLC in Vail, CO and has over 36 years of experience in the finance industry.
Scott Molt (CRD# 1472212) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Avon, CO and has over 38 years of experience in the finance industry.
Matthew Otto (CRD# 2651682) is an Investment Advisor Representative working at Hightower Advisors, LLC in Vail, CO and has over 28 years of experience in the finance industry. Matthew Otto 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.
Bo Pihl (CRD# 4612356) is an Investment Advisor Representative working at Orographic Financial Advisors in Avon, CO and has over 16 years of experience in the finance industry. Bo Pihl 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.
Charles Smallwood (CRD# 6244281) is an Investment Advisor Representative working at Edward Jones in Eagle, CO and has over 9 years of experience in the finance industry.
Gregory Thomas (CRD# 445150) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in Avon, CO and has over 32 years of experience in the finance industry.