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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Cody Foster (CRD# 5076411) is an Investment Advisor Representative working at Lpl Financial LLC in Conifer, CO and has over 11 years of experience in the finance industry.
Brandon Johnson (CRD# 4630106) is an Investment Advisor Representative working at Johnson Financial Group LLC in Conifer, CO and has over 21 years of experience in the finance industry.
Amy Knapp (CRD# 2557350) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Conifer, CO and has over 29 years of experience in the finance industry. Amy Knapp 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.
Brian Himmelman (CRD# 2735993) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Conifer, CO and has 1 year of experience in the finance industry.
MARGIN is a fixed-fee only wealth management firm. We offer creative wealth management that includes personalized, in-depth financial planning, discretionary investment management, and proactive tax strategy and preparation.
MARGIN exists to help our clients simplify their lives so they can have more time and space (MARGIN) to focus on what's really important.
We serve clients locally in Denver, CO, throughout the United States, and global citizens throughout the world.
What investment and financial planning services do you provide?
- Financial Vision, Cash Flow Planning, and Net...
Nicholas Crow (CRD# 6280566) is an Investment Advisor Representative working at Motley Fool Wealth Management, LLC in Lakewood, CO and has 20 years of experience in the finance industry.
Craig Johlfs (CRD# 5267609) is an Investment Advisor Representative working at LPL Financial in Denver, CO.
Craig initially began his career at Waddell & Reed in early 2007. He identified with the firm’s approach to a client-centric and planning-driven approach to the client experience. Craig accomplishes this by utilizing a ‘strategy first’ holistic approach with product-agnostic recommendations.
Although Craig has moved Broker Dealers to LPL Financial, what hasn’t changed is our dedication to his clients, their financial plans, and their money – a stewardship that he take very seriously....
Elizabeth O'Donnell (CRD# 4503842) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Denver, CO and has over 17 years of experience in the finance industry.
OWM brings integrity and intelligence to bear in our development of strategies that serve the best interests of our clients. At every stage of the process and with every interaction, our goal is to meet our clients' needs. We make investment understandable and enjoyable so clients can make informed decisions about their money. We never focus on proprietary products - so we avoid any conflicts of interest....
Phillip J Weber (CRD# 3100278) is an Investment Advisor Representative and owner at Zeit Capital Advisors in Greenwood, Village, CO and has over 25 years of experience in the finance industry. Phillip Weber 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 putclients' interests first and comply with the Financial Planning Practice...
Chad Aaberg (CRD# 4618120) is an Investment Advisor Representative working at Thrivent Advisor Network, LLC in Denver, CO and has over 21 years of experience in the finance industry.