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Distance Only Fort Collins, CO
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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
Daniel Barnhart (CRD# 4254481) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Fort Collins, CO and has over 23 years of experience in the finance industry.
Alixandra Beaman (CRD# 6272877) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Fort Collins, CO and has over 10 years of experience in the finance industry. Alixandra Beaman 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.
Jessica Beck (CRD# 5359710) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Fort Collins, CO and has over 13 years of experience in the finance industry. Jessica Beck 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.
Alan Beugg (CRD# 3004268) is an Investment Advisor Representative working at Ifam Capital in Fort Collins, CO and has over 26 years of experience in the finance industry.
Sunit Bhalla (CRD# 5545383) is an Investment Advisor Representative working at Oaktree Financial Planning, LLC in Fort Collins, CO and has over 15 years of experience in the finance industry. Sunit Bhalla 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.
Matthew Bierwirth (CRD# 5581949) is an Investment Advisor Representative working at Resource Design, Inc. in Fort Collins, CO and has over 15 years of experience in the finance industry. Matthew Bierwirth 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.
Jana Binkley (CRD# 6866522) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Fort Collins, CO and has over 5 years of experience in the finance industry.
Nicholas Bode (CRD# 4089924) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Fort Collins, CO and has over 24 years of experience in the finance industry.
Eugene Bollig (CRD# 2788825) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Fort Collins, CO and has over 5 years of experience in the finance industry.
Brooke Bontz (CRD# 6068005) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Fort Collins, CO and has over 11 years of experience in the finance industry.