First Affirmative Financial Network LLC

First Affirmative Financial Network LLC (CRD# 109036) is a financial advisory firm headquartered in Colorado Springs, CO. They manage $989,896,426 in 4,391 accounts and serve the financial needs of clients across 35 states (or territories).

By the Numbers
  • Total Assets Under Management
    990
    MILLION
  • Total Number of Accounts
    4,391
    ACCOUNTS
  • Average Account Value
    $225,438
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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.

AL, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NY, OH, OR, PA, TX, UT, VA, VT, WA, WI

Financial Advisors at First Affirmative Financial Network LLC
Showing 1 - 10 of 22 top financial advisors.
1
Janet E. Bryan
CRD#: 2048448
Prescott, AZ
96
Wealthminder
score

Janet Bryan (CRD# 2048448) is an Investment Advisor Representative working at First Affirmative Financial Network LLC in Prescott, AZ and has over 27 years of experience in the finance industry. Janet Bryan 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
Scott M. Buttfield
CRD#: 1548211
Red Bank, NJ
96
Wealthminder
score

Scott Buttfield (CRD# 1548211) is an Investment Advisor Representative working at First Affirmative Financial Network LLC in Red Bank, NJ and has over 31 years of experience in the finance industry. Scott Buttfield 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.

3
George R. Gay
CRD#: 1182467
5475 Mark Dabling Boulevard, Suite 108, Colorado Springs, CO 80918
96
Wealthminder
score

George Gay (CRD# 1182467) is an Investment Advisor Representative working at First Affirmative Financial Network LLC in Colorado Springs, CO and has over 31 years of experience in the finance industry. George Gay 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.

4
Andrea M. Hamilton
CRD#: 5447666
6317 Fairmount Avenue, El Cerrito, CA 94530
96
Wealthminder
score

Andrea Hamilton (CRD# 5447666) is an Investment Advisor Representative working at First Affirmative Financial Network LLC in El Cerrito, CA and has over 9 years of experience in the finance industry. Andrea Hamilton 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.

5
Kenneth A. Jacobs
CRD#: 3104266
1822 Arapahoe St., Golden, CO 80401
96
Wealthminder
score

Kenneth Jacobs (CRD# 3104266) is an Investment Advisor Representative working at First Affirmative Financial Network LLC in Golden, CO and has over 19 years of experience in the finance industry. Kenneth Jacobs 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.

6
Brenda L. Lenz
CRD#: 1419342
1012 Massachusetts, Lawrence, KS 66044
96
Wealthminder
score

Brenda Lenz (CRD# 1419342) is an Investment Advisor Representative working at First Affirmative Financial Network LLC in Lawrence, KS and has over 31 years of experience in the finance industry. Brenda Lenz 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.

7
Brenda A. Morris
CRD#: 3254266
Glen Allen, VA
96
Wealthminder
score

Brenda Morris (CRD# 3254266) is an Investment Advisor Representative working at First Affirmative Financial Network LLC in Glen Allen, VA and has over 18 years of experience in the finance industry. Brenda Morris 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.

8
Robert F. Pajak
CRD#: 4340503
West Newton, MA
96
Wealthminder
score

Robert Pajak (CRD# 4340503) is an Investment Advisor Representative working at First Affirmative Financial Network LLC in West Newton, MA and has over 16 years of experience in the finance industry. Robert Pajak 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.

9
Stephen J. Siegel
CRD#: 1665293
Baltimore, MD
96
Wealthminder
score

Stephen Siegel (CRD# 1665293) is an Investment Advisor Representative working at First Affirmative Financial Network LLC in Baltimore, MD and has over 29 years of experience in the finance industry. Stephen Siegel 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.

10
David M. Behnke-Seper
CRD#: 5167248
Chili, WI
93
Wealthminder
score

David Behnke-Seper (CRD# 5167248) is an Investment Advisor Representative working at First Affirmative Financial Network LLC in Chili, WI and has over 11 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.