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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
Jeremiah Mackmiller (CRD# 6907650) is an Investment Advisor Representative working at Morgan Stanley in Loveland, CO and has over 6 years of experience in the finance industry.
Tobey Mahon (CRD# 6192857) is an Investment Advisor Representative working at Edward Jones in Fort Collins, CO and has over 10 years of experience in the finance industry.
Matthew Markle (CRD# 6546079) is an Investment Advisor Representative working at Edward Jones in Fort Collins, CO and has over 8 years of experience in the finance industry.
Daniel Martin (CRD# 7082234) is an Investment Advisor Representative working at Edward Jones in Greeley, CO and has over 5 years of experience in the finance industry.
Stephen Martin (CRD# 4990898) is an Investment Advisor Representative working at Martin Wealth Management in Fort Collins, CO and has over 19 years of experience in the finance industry. Stephen Martin 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.
Denise Martz (CRD# 3222638) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Collins, CO and has over 25 years of experience in the finance industry. Denise Martz 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.
Ryan Mason (CRD# 4941756) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Longmont, CO and has over 19 years of experience in the finance industry. Ryan Mason 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.
Brien Mattingly (CRD# 5774353) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fort Collins, CO and has over 12 years of experience in the finance industry.
Charlotte McConnell (CRD# 1161160) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fort Collins, CO and has over 36 years of experience in the finance industry.
Quinn McElwee (CRD# 4979591) is an Investment Advisor Representative working at United Capital Financial Advisors in Fort Collins, CO and has over 18 years of experience in the finance industry. Quinn McElwee 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.