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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
Susan Kasser (CRD# 3174456) is an Investment Advisor Representative working at Neuberger Berman Bd LLC in Avon, CO and has over 9 years of experience in the finance industry.
David Keller (CRD# 6289333) is an Investment Advisor Representative working at Covered Call LLC in Silverthorne, CO and has over 10 years of experience in the finance industry.
Jeffrey Kirwood (CRD# 5950168) is an Investment Advisor Representative working at Aspen Grove Capital, LLC in Avon, CO and has over 12 years of experience in the finance industry.
Leo Kraunelis (CRD# 6978233) is an Investment Advisor Representative working at Aspen Grove Capital, LLC in Avon, CO and has over 5 years of experience in the finance industry.
Brett Landstrom (CRD# 5658881) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Frisco, CO and has over 14 years of experience in the finance industry. Brett Landstrom 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.
Craig Lathram (CRD# 5573621) is an Investment Advisor Representative working at Lathram Financial Group, LLC in Avon, CO and has over 15 years of experience in the finance industry.
Richard Lawrence (CRD# 1751936) is an Investment Advisor Representative working at Lawrence Wealth Management in Dillon, CO and has over 34 years of experience in the finance industry.
Jeremy Lepore (CRD# 5020843) is an Investment Advisor Representative working at Edward Jones in Edwards, CO and has over 5 years of experience in the finance industry.
Kathryn Lizotte (CRD# 5431619) is an Investment Advisor Representative working at Western Wealth Management LLC in Edwards, CO and has over 13 years of experience in the finance industry. Kathryn Lizotte 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.
Emily Messegee (CRD# 5381577) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Frisco, CO and has over 11 years of experience in the finance industry. Emily Messegee 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.