Confluence Financial Advisors

Confluence Financial Advisors (CRD# 281164) is a financial advisory firm headquartered in Boulder, CO. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • 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 Confluence Financial Advisors
Showing 1 - 2 of 2 top financial advisors.
1
David E. Gardner
CRD#: 5022709
3800 Arapahoe Ave, Ste 210, Boulder, CO 80303
96
Wealthminder
score

David Gardner (CRD# 5022709) is an Investment Advisor Representative working at Confluence Financial Advisors in Boulder, CO and has over 11 years of experience in the finance industry. David Gardner 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.

2
Judith D. McNary
CRD#: 5401817
3800 Arapahoe Ave, Ste 210, Boulder, CO 80303
93
Wealthminder
score

Judith McNary (CRD# 5401817) is an Investment Advisor Representative working at Confluence Financial Advisors in Boulder, CO and has over 9 years of experience in the finance industry.

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