Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Collins Sherman is a financial advisor with over 12 years of experience in the industry. She is a Certified Financial Planner™ and has been registered with Trail Ridge Investment Advisors, LLC since July 2020. Jennifer currently holds licenses in Colorado and Wyoming. She specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. Jennifer is also a Director of Trust Services & Planning for Trail Ridge Trust Company, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Financial planning subscription fees
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CO
07/06/2020 - Present
Trail Ridge Investment Advisors, LLC (FORT COLLINS CO)
Active
Inactive
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