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Distance Only Parker, 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
Allen Andes (CRD# 2428628) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Parker, CO and has over 30 years of experience in the finance industry.
John Banko (CRD# 4629232) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Parker, CO and has over 21 years of experience in the finance industry.
Patrick Bloomfield (CRD# 1073025) is an Investment Advisor Representative working at Bloomfield Asset Management, Inc. in Parker, CO and has over 40 years of experience in the finance industry. Patrick Bloomfield 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.
Dakota Bramhall (CRD# 7064080) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Parker, CO and has over 5 years of experience in the finance industry.
Scott Campbell (CRD# 2584299) is an Investment Advisor Representative working at Wealth Acumen, Inc. in Parker, CO and has over 29 years of experience in the finance industry. Scott Campbell 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.
Shane Chavez (CRD# 2732304) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Parker, CO and has over 27 years of experience in the finance industry. Shane Chavez 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.
Melissa Delodder (CRD# 5684440) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Parker, CO and has over 8 years of experience in the finance industry.
Gregg Denhoffer (CRD# 3063054) is an Investment Advisor Representative working at Conexus Capital Management, LLC in Parker, CO and has over 25 years of experience in the finance industry.
Oatley & Diak, LLC is a family run, fee-only registered investment advisor (RIA) firm that provides financial planning and investment management to individuals, families and their related entities, trusts and estates, and family businesses. Oatley & Diak, LLC works with clients to define financial objectives and to develop strategies for reaching those objectives, some of which may include: identification of financial problems, cash flow and budget management, tax planning, risk exposure review, investment management, education funding, retirement planning, estate planning, charitable goals, special...
Jeffrey Dickin (CRD# 4903007) is an Investment Advisor Representative working at John Hancock Investment Management LLC in Parker, CO and has over 18 years of experience in the finance industry.