Cobe Venner Cfp

Cobe Venner Cfp (CRD# 116921) is a financial advisory firm headquartered in Boulder, CO. They manage $32,233,588 in 47 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    47
    ACCOUNTS
  • Average Account Value
    $685,821
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
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.

CO

Financial Advisors at Cobe Venner Cfp
Showing 1 - 1 of 1 top financial advisors.
1
Cobe S. Venner
CRD#: 1086045
Boulder, CO
96
Wealthminder
score

Cobe Venner (CRD# 1086045) is an Investment Advisor Representative working at Cobe Venner Cfp in Boulder, CO and has over 33 years of experience in the finance industry. Cobe Venner 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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