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Distance Metro area (25 miles)
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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
Lucas Casarez (CRD# 6432202) is an Investment Advisor Representative working at Level Up Financial Planning, LLC in Timnath, CO and has over 8 years of experience in the finance industry. Lucas Casarez 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.
Michael Livens (CRD# 3106749) is an Investment Advisor Representative working at Avantax Advisory Services in Timnath, CO and has over 25 years of experience in the finance industry.
John Nelson (CRD# 4159868) is an Investment Advisor Representative working at Mesirow Financial Investment Management, Inc. in Timnath, CO and has over 24 years of experience in the finance industry.
Joseph Vander Linde (CRD# 6869929) is an Investment Advisor Representative working at Eagle Strategies LLC in Timnath, CO and has over 3 years of experience in the finance industry.
Christina Abbey (CRD# 6262403) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Fort Collins, CO and has over 9 years of experience in the finance industry.
Caroline Aguilar (CRD# 2896350) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Fort Collins, CO and has over 16 years of experience in the finance industry.
Elizabeth Albrecht (CRD# 5790901) is an Investment Advisor Representative working at Wells Fargo Advisors in Fort Collins, CO and has over 11 years of experience in the finance industry.
Arthur Aldrich (CRD# 4737171) is an Investment Advisor Representative working at Edward Jones in Loveland, CO and has over 20 years of experience in the finance industry.
Diane Alexander (CRD# 4578630) is an Investment Advisor Representative working at Wealth Advisors Network, Inc. in Greeley, CO and has over 21 years of experience in the finance industry. Diane Alexander 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.
Kurt Anders (CRD# 2070613) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Collins, CO and has over 33 years of experience in the finance industry.