Jeffrey EngelmanCRD Number: 4338185
Current Firm: Vision Investment Advisors, LLC
Compensation Model: Fee Only
Jeff Engelman, CFP® is an independent financial planner committed to helping his clients pursue long-term financial success. In September 2000, Jeff entered the investment industry by participating in a full time college internship program with Highland Financial Group, Inc. He graduated from the University of Nebraska at Kearney with a Bachelor of Science degree in Business Administration with an emphasis in Finance in May 2001. In addition to his education and experience, Mr. Engelman currently holds the CERTIFIED CERTIFIED FINANCIAL PLANNER™ designation.
Born and raised in Diller, Nebraska, Mr. Engelman learned the Midwestern values of hard work, responsibility and integrity. He now resides in Denver, Colorado with his wife three children. Outside of work Jeff enjoys spending time with his family and friends as well as watching sporting events. The Engelman's are members of Good Shepherd Catholic Church.
Ewealth Consulting, LLC
Anthony Capital, LLC
Bsw Wealth Partners
|Vision Brokerage Services||Denver, CO||May 2013 - Current||5|
|Vision Investment Advisors, LLC||Denver, CO||Apr 2013 - Current||6|
|Highland Financial Group||Denver, CO||Apr 2013 - Current||6|
|Bank Of The West||Denver, CO||Aug 2011 - Apr 2013||1|
|Banwest Investment Services||Denver, CO||Aug 2011 - Apr 2013||1|
|Morgan Stanley Smith Barney||Lincoln, NE||Jul 2009 - Aug 2011||2|
|Citigroup Global Markets Inc.||Lincoln, NE||Jul 2006 - Jun 2009||2|
|Liberty Investment Services Inc/raymond James Financial Services||Springfield, MO||Jan 2003 - Jun 2006||3|
|Liberty Bank/liberty Insurance Agency||Springfield, MO||Jan 2003 - Jun 2006||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2001|
|S65||NASAA Investment Advisors Law Examination||Apr 2003|
Total Assets Under Management71MILLIONS
Total Number of Accounts136ACCOUNTS
Average Account Value$524,721
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CT, DE, FL, ID, IL, LA, MA, MI, NC, NE, NH, NJ, NM, NV, NY, OR, PA, SC, TN, TX, VT, WI
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