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Distance Only Louisville, 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
Kevin Schmeits (CRD# 6827101) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Louisville, CO and has over 6 years of experience in the finance industry.
Jeffrey Schuler (CRD# 6194635) is an Investment Advisor Representative working at Eagle Strategies LLC in Louisville, CO and has over 10 years of experience in the finance industry.
Dewayne Scott (CRD# 7024328) is an Investment Advisor Representative working at Cuso Financial Services in Louisville, CO and has over 5 years of experience in the finance industry.
Eric Smith (CRD# 5413628) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Louisville, CO and has over 14 years of experience in the finance industry.
Gregory Stringari (CRD# 2075951) is an Investment Advisor Representative working at Wells Fargo Advisors in Louisville, CO and has over 33 years of experience in the finance industry.
Paul Tencer (CRD# 4788639) is an Investment Advisor Representative working at Lpl Financial LLC in Louisville, CO and has over 16 years of experience in the finance industry.
Kristy Tochihara (CRD# 1653106) is an Investment Advisor Representative working at Wells Fargo Advisors in Louisville, CO and has over 27 years of experience in the finance industry.
Gina Varra (CRD# 4508190) is an Investment Advisor Representative working at Varra Wealth Management LLC in Louisville, CO and has over 16 years of experience in the finance industry.
Cira Villalpando-Forbes (CRD# 7017139) is an Investment Advisor Representative working at Edward Jones in Louisville, CO and has over 5 years of experience in the finance industry.
Brent Yanagida (CRD# 2393687) is an Investment Advisor Representative working at Peak Asset Management, LLC in Louisville, CO and has over 16 years of experience in the finance industry. Brent Yanagida 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.