-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
David Keller (CRD# 6289333) is an Investment Advisor Representative working at Covered Call LLC in Silverthorne, CO and has over 10 years of experience in the finance industry.
Brett Landstrom (CRD# 5658881) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Frisco, CO and has over 14 years of experience in the finance industry. Brett Landstrom 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.
Erin Larney Themig (CRD# 4218757) is an Investment Advisor Representative working at Commonwealth Financial Network in Winter Park, CO and has over 22 years of experience in the finance industry. Erin Larney Themig 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.
David Mertens (CRD# 1070500) is an Investment Advisor Representative working at Qsv Equity Investors LLC in Vail, CO and has over 37 years of experience in the finance industry.
Emily Messegee (CRD# 5381577) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Frisco, CO and has over 11 years of experience in the finance industry. Emily Messegee 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.
Martin Nee (CRD# 6456260) is an Investment Advisor Representative working at Edward Jones in Fraser, CO and has over 9 years of experience in the finance industry.
Bich Nguyen (CRD# 6883027) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Frisco, CO and has over 6 years of experience in the finance industry.
Mark Nunn (CRD# 814070) is an Investment Advisor Representative working at Edward Jones in Frisco, CO and has over 39 years of experience in the finance industry.
Matthew Otto (CRD# 2651682) is an Investment Advisor Representative working at Hightower Advisors, LLC in Vail, CO and has over 28 years of experience in the finance industry. Matthew Otto 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.
Andria Pyn (CRD# 6639890) is an Investment Advisor Representative working at Pyn Wealth Management LLC in Breckenridge, CO and has over 6 years of experience in the finance industry.