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).

Current Firm Details
3800 Arapahoe Ave, Ste 210, Boulder, CO 80303
https://confluencefinancialadvisors.com
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 - 3 of 3 top financial advisors.
1
David Gardner, financial advisor Boulder CO
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 12 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 McNary, financial advisor Boulder CO
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 10 years of experience in the finance industry.

3
William McNary, financial advisor Boulder CO
William T. McNary
CRD#: 6730771
3800 Arapahoe Ave, Ste 210, Boulder, CO 80303
88
Wealthminder
score

William McNary (CRD# 6730771) is an Investment Advisor Representative working at Confluence Financial Advisors in Boulder, CO and has 1 year 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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