Financial Planning Fort Collins

Financial Planning Fort Collins (CRD# 283890) is a financial advisory firm headquartered in Fort Collins, CO. They manage $81,640,137 in 397 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
375 E. Horsetooth Rd., Bldg. 3, Ste. 203, Fort Collins, CO 80525
https://www.facebook.com/fpfoco
By the Numbers
  • Total Assets Under Management
    82
    MILLION
  • Total Number of Accounts
    397
    ACCOUNTS
  • Average Account Value
    $205,643
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, LA, TX

Financial Advisors at Financial Planning Fort Collins
Showing 1 - 2 of 2 top financial advisors.
1
Jason Speciner, financial advisor Fort Collins CO
Jason S. Speciner
CRD#: 4781020
375 E. Horsetooth Rd., Bldg. 3, Ste. 203, Fort Collins, CO 80525

Jason Speciner (CRD# 4781020) is an Investment Advisor Representative working at Financial Planning Fort Collins in Fort Collins, CO and has over 19 years of experience in the finance industry.

2
Regina Neenan, financial advisor Fort Collins CO
Regina M. Neenan
CRD#: 7167307
375 E. Horsetooth Rd., Bldg. 3, Ste. 203, Fort Collins, CO 80525

Regina Neenan (CRD# 7167307) is an Investment Advisor Representative working at Financial Planning Fort Collins in Fort Collins, CO and has over 4 years 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.

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