Finance By Design, Inc.
Finance By Design, Inc. (CRD# 113396) is a financial advisory firm headquartered in Fort Collins, CO. They manage $32,942,000 in 44 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management33MILLION
Total Number of Accounts44ACCOUNTS
Average Account Value$748,682
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Colleen Miller (CRD# 4432680) is an Investment Advisor Representative working at Finance By Design, Inc. in Fort Collins, CO and has 1 year of experience in the finance industry. Colleen Miller 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.