Alpers Financial Planning, Inc.

Alpers Financial Planning, Inc. (CRD# 132897) is a financial advisory firm headquartered in Colorado Springs, CO. They serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Alpers Financial Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
Mary R. Alpers
CRD#: 4777789
15455 Gleneagle Drive Ste 205, Colorado Springs, CO 80921

Mary Alpers (CRD# 4777789) is an Investment Advisor Representative working at Alpers Financial Planning, Inc. in Colorado Springs, CO and has over 14 years of experience in the finance industry. Mary Alpers 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.

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