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Advisors in Centennial, Colorado
212 Results
Unclaimed

Wealth Enhancement Advisory Services, LLC

location

Centennial, CO

experience

15 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Aaron McLachlan is a financial advisor with Wealth Enhancement Advisory Services, LLC. Aaron has been in the financial services industry for over 13 years. He is registered with the state of Colorado as well as 32 other states. Aaron holds FINRA Series 7, Series 66, and SIE licenses. His specialties include working with high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
ERISA 3(38) INVESTMENT MANAGER
Unclaimed

FIT Wealth Management | CFP ®,CFC ® (Certifications)

location

CENTENNIAL, CO

0 Disclosures

ADVISOR BIO

Aaron Robert Anderson is a financial advisor with Fit Wealth Management, based in Centennial, Colorado. Aaron has been in the industry since September 2006 and is registered with the state of Colorado, Massachusetts, and Texas. He holds the Series 7 and Series 66 licenses. In addition to his work at Fit Wealth Management, Aaron also serves as a part-time lecturer at the University of Colorado and is an insurance consultant.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
NON-DISCRETIONARY ADVICE TO OTHER ADVISORS & INSTITUTIONS
Unclaimed

Dechtman Wealth Management | CFP ® (Certifications)

location

CENTENNIAL, CO

0 Disclosures

ADVISOR BIO

Adam Dechtman is a financial advisor with Dechtman Wealth Management, located in Centennial, CO. Adam has been in the financial industry since 2014. He has experience in both investment advisory and insurance. Dechtman Wealth Management offers a variety of financial planning services, including portfolio management for individuals and businesses, educational seminars and pension consulting. Adam is a Certified Financial Planner.

SPECIALIZATIONS

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

Lifemark Securities Corp.

location

Centennial, CO

experience

19 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Alexander Hackley is a registered representative of Lifemark Securities Corp. with over 17 years of experience in the financial services industry. Alexander has a combined state law license and is a Series 7 and Series 66 license holder. Alexander's previous registrations include Securities America, Inc., PRUCO SECURITIES, LLC., and Woodbury Financial Services, Inc. Alexander is an Investment Advisor Representative in Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Michigan, Missouri, South Carolina, Texas, Utah, Virginia, and Washington. Alexander's firm, Lifemark Securities Corp., is a broker-dealer and investment advisor headquartered in Rochester, NY.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Wells Fargo Clearing Services, LLC

location

CENTENNIAL, CO

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Alexis Bachicha is a registered representative with Wells Fargo Clearing Services, LLC. Alexis has been in the industry since February 2017 and holds Series 7 and Series 66 licenses. Alexis has specialized in various financial services, including providing investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for both individuals and businesses. Prior to joining Wells Fargo Clearing Services, LLC, Alexis was a financial advisor at Edward Jones.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Irving Planning & Investments, Ltd.

location

CENTENNIAL, CO

0 Disclosures

ADVISOR BIO

Allison Irving is a financial advisor with over 10 years of experience in the industry. Allison has passed both the Series 65 and Series 63 exams and has worked with Charles Schwab & Co., Inc. and currently with Irving Planning & Investments, Ltd.. Allison provides financial planning and portfolio management services to individuals. Allison has a strong track record of success in helping clients reach their financial goals and is committed to providing personalized service to each of her clients.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Schaefer Financial Management, Inc. | CFP ® (Certifications)

location

CENTENNIAL, CO

0 Disclosures

ADVISOR BIO

Andrea Searle is a financial advisor with Schaefer Financial Management, Inc., headquartered in Centennial, Colorado. Andrea has been in the financial services industry since January 2001 and has a strong background in investment management, financial planning, and retirement planning. Andrea is a Certified Financial Planner and holds Series 63 and 65 licenses.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

CENTENNIAL, CO

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Andres R Casas is a financial advisor currently registered with LPL Financial LLC. Andres has been working in the financial services industry since September 15, 2013. Andres is registered with the following securities regulators: Arizona, Colorado, Connecticut, Nebraska, New Jersey, New Mexico, New York, Texas, Utah, and Wyoming. Andres is a Registered Representative and Investment Advisor Representative. In addition to working with LPL Financial LLC, Andres has previous experience with BANCWEST INVESTMENT SERVICES, INC. and BMO Bank NA. Andres has earned the following licenses and certifications: Series 66, Series 24, SIE, and Series 7.

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

Geneos Wealth Management, Inc. | CFP ® (Certifications)

location

CENTENNIAL, CO

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Angela M. Osili is a financial advisor at Geneos Wealth Management, Inc., and has been in the industry since 2017. Angela holds the Series 7, Series 66 and SIE licenses. Angela's firm manages assets for a variety of clients including high net worth individuals, corporations, and individuals other than high net worth individuals. The firm's services include financial planning, portfolio management for businesses and individuals, and selection of other advisors. Angela is registered with the state of Colorado as an Investment Advisor Representative.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc.

location

Centennial, CO

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Austen Richard Karr is a financial advisor at Raymond James Financial Services Advisors, Inc. Austen has been working in the financial services industry since 2010 and is registered in Colorado and Texas. Austen is a Series 6, Series 63, and Series 65 licensed advisor. Austen specializes in retirement planning, investment management, and financial planning for individuals and businesses. In addition to being an advisor, Austen is also a real estate investor and owns several rental properties.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS

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