Essential Investment Partners, LLC
Essential Investment Partners, LLC (CRD# 149509) is a financial advisory firm headquartered in Denver, CO. They manage $217,861,477 in 264 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management218MILLION
Total Number of Accounts264ACCOUNTS
Average Account Value$825,233
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
Michael Haines (CRD# 2005250) is an Investment Advisor Representative working at Essential Investment Partners, LLC in Denver, CO and has over 18 years of experience in the finance industry.
Jonathan Zeschin (CRD# 1440991) is an Investment Advisor Representative working at Essential Investment Partners, LLC in Denver, CO and has over 34 years of experience in the finance industry. Jonathan Zeschin 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.