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Pension Consulting Services Advisors in Castle Pines, Colorado
7 Results
Unclaimed
location

CASTLE PINES, CO

experience

21 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Bruce Emmeluth is a financial advisor with over 20 years of experience in the industry. Bruce is currently registered with LPL Financial LLC in Castle Pines, Colorado. Bruce has held previous positions with First Financial Equity Corporation, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley DW Inc., and NYLIFE Securities Inc. Bruce holds Series 6, 7, 31, 63 and 66 licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

LPL Financial LLC

location

CASTLE PINES, CO

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Jared Sosa is a financial advisor with over 18 years of experience in the industry. Jared is registered with LPL Financial LLC and is licensed in 22 states and has Series 6, 7, 26, 63, and 65 licenses. Prior to joining LPL Financial LLC, Jared worked at TRANSAMERICA FINANCIAL ADVISORS, INC, and WORLD GROUP SECURITIES, INC. Jared specializes in financial planning, portfolio management, and insurance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Eagle Strategies LLC

location

CASTLE PINES, CO

experience

30 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Jesse Paul Crispe is a financial advisor with over 27 years of experience in the industry. Jesse is currently registered with Eagle Strategies LLC in Castle Pines, CO. Jesse is also a licensed insurance broker. Jesse has a Series 6, Series 63, Series 65 and SIE licenses. Jesse specializes in providing financial planning, portfolio management for individuals, pension consulting and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Platte West Wealth Management, LLC

location

CASTLE PINES, CO

0 Disclosures

ADVISOR BIO

John William Hercher is an investment advisor representative with Platte West Wealth Management, LLC, a registered investment advisor. John has been in the industry since October 1985 and holds the Series 65 and Series 22 licenses. John's professional experience includes work at DENVER SECURITIES CORPORATION and HERCHER & CO. PC. John has also been affiliated with FB COLORADO, INC. since June 2003. John specializes in providing financial planning, educational seminars and portfolio management for individuals. Platte West Wealth Management, LLC, manages assets for high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. The firm's client count is 27 with approximately $16.3 million under management.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Unclaimed

Western Wealth Management LLC | CFC ® (Certifications)

location

CASTLE PINES, CO

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Mark Jonathan Fuhrman is a financial advisor at Western Wealth Management LLC, a firm with offices in Golden and Castle Pines, Colorado. Mark has been in the financial industry since 1987 and has experience in financial planning, pension consulting, and portfolio management. Mark holds the Series 7, Series 63, and Series 65 licenses, as well as the SIE exam. Mark is also a Chartered Financial Consultant (ChFC). He has a strong track record of working with individual and business clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

Castle Pines, CO

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Natalie Mahler is a financial advisor with over 27 years of experience in the industry. Natalie currently works for LPL Financial LLC in Castle Pines, CO. Prior to joining LPL Financial LLC, Natalie was employed at Stifel, Nicolaus & Company, Incorporated and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Natalie holds Series 7, 9, 10, 63, and 65 licenses. Natalie is also registered as an investment advisor representative in Colorado. Natalie specializes in providing financial planning, portfolio management, and other advisory services for individuals, businesses, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Avantax Advisory Services

location

CASTLE PINES, CO

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Ronald Charles Voss is an Investment Advisor Representative with Avantax Advisory Services. Ronald has been in the industry since 1993 and has a series of professional designations including Series 6 and Series 63. Ronald's firm has over 130,000 accounts and specializes in financial planning, pension consulting, and educational seminars. Ronald's practice specializes in high net worth individuals, corporations and other businesses, as well as pension and profit-sharing plans. He offers a variety of advisory services and compensation arrangements including fixed fees, percentage of assets, and other fee structures. Ronald has been registered in Colorado since 1993 and has other active registrations in multiple states.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS