Certified Planning Services, LLC

Certified Planning Services, LLC (CRD# 290667) is a financial advisory firm headquartered in Avon, CO. They manage $33,920,926 in 71 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
111 Swift Gulch, Suite #203, Avon, CO 81620
By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    71
    ACCOUNTS
  • Average Account Value
    $477,760
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Certified Planning Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Mark Ballenger II, financial advisor Denver CO
Mark A. Ballenger II
CRD#: 2810252
Denver, CO

Mark Ballenger (CRD# 2810252) is an Investment Advisor Representative working at eWealth Consulting in Denver, CO and has over 20 years of experience in the finance industry.

2
James Bivins, financial advisor Avon CO
James E. Bivins
CRD#: 6722739
111 Swift Gulch, Suite #203, Avon, CO 81620

James Bivins (CRD# 6722739) is an Investment Advisor Representative working at Certified Planning Services, LLC in Avon, CO and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals