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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
Michael Scialla (CRD# 4331427) is an Investment Advisor Representative working at Stephens in Castle Rock, CO and has over 18 years of experience in the finance industry.
Matthew Simonetti (CRD# 7670742) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Castle Rock, CO and has 1 year of experience in the finance industry.
Dana Tapp (CRD# 2456699) is an Investment Advisor Representative working at Voya Investment Management Company LLC in Castle Rock, CO and has over 27 years of experience in the finance industry.
Travis Wall (CRD# 7838433) is an Investment Advisor Representative working at Fidelis Wealth Advisors in Castle Rock, CO and has 1 year of experience in the finance industry.
Corey Wiederholt (CRD# 7292375) is an Investment Advisor Representative working at Trailpoint Financial Planning in Castle Rock, CO and has 1 year of experience in the finance industry. Corey Wiederholt 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.
Carson Young (CRD# 7826667) is an Investment Advisor Representative working at Future Capital Management in Castle Rock, 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....