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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
Kelly Elsensohn (CRD# 5646181) is an Investment Advisor Representative working at Wealthsource® in Castle Rock, CO and has 1 year of experience in the finance industry. Kelly Elsensohn 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.
Aaron Fort (CRD# 6129509) is an Investment Advisor Representative working at Level 5 Financial, LLC in Castle Rock, CO and has over 10 years of experience in the finance industry.
Michael Freemire (CRD# 1298601) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Castle Rock, CO and has over 6 years of experience in the finance industry.
Benjamin Guillon (CRD# 6658777) is an Investment Advisor Representative working at Cim in Castle Rock, CO and has 1 year of experience in the finance industry.
Nashion Harper (CRD# 6667194) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Castle Rock, CO and has over 5 years of experience in the finance industry.
Charley Heard (CRD# 2767427) is an Investment Advisor Representative working at Avantax Advisory Services in Castle Rock, CO and has over 26 years of experience in the finance industry.
Oliver Hickel (CRD# 1937503) is an Investment Advisor Representative working at Castle Pines Investment Management LLC in Castle Rock, CO and has over 32 years of experience in the finance industry.
Jason Hilliard (CRD# 5912947) is an Investment Advisor Representative working at Forecast Capital Management in Castle Rock, CO and has over 12 years of experience in the finance industry.
Kevin Horner (CRD# 2919331) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Castle Rock, CO and has over 25 years of experience in the finance industry.
Brian Hubbell (CRD# 1156841) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Castle Rock, CO and has over 28 years of experience in the finance industry.