A & I Financial Services, LLC
A & I Financial Services, LLC (CRD# 148357) is a financial advisory firm headquartered in Englewood, CO. They manage $344,556,353 in 1,908 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management345MILLION
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Total Number of Accounts1,908ACCOUNTS
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Average Account Value$180,585
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, NE, TX, WA
Judson Cass (CRD# 4366653) is an Investment Advisor Representative working at A & I Financial Services, LLC in Englewood, CO and has over 19 years of experience in the finance industry. Judson Cass 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.
Karl Frank (CRD# 4769985) is an Investment Advisor Representative working at A & I Financial Services, LLC in Englewood, CO and has over 16 years of experience in the finance industry. Karl Frank 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.
Stacey Frank (CRD# 5055901) is an Investment Advisor Representative working at A & I Financial Services, LLC in Englewood, CO and has over 11 years of experience in the finance industry.
Francois Giguere (CRD# 6382162) is an Investment Advisor Representative working at A & I Financial Services, LLC in Englewood, CO and has over 6 years of experience in the finance industry. Francois Giguere 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.
Peter Lengsfeld (CRD# 2602766) is an Investment Advisor Representative working at A & I Financial Services, LLC in Englewood, CO and has over 25 years of experience in the finance industry. Peter Lengsfeld 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.
Marla Mason (CRD# 4663035) is an Investment Advisor Representative working at A & I Financial Services, LLC in Englewood, CO and has over 17 years of experience in the finance industry. Marla Mason 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.
Julie Morgan (CRD# 4442645) is an Investment Advisor Representative working at A & I Financial Services, LLC in Englewood, CO and has over 15 years of experience in the finance industry.