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Pension Consulting Services Advisors in Denver, Colorado
1,490 Results
Unclaimed

Mercer Global Advisors Inc. | CFP ® (Certifications)

location

DENVER, CO

0 Disclosures

ADVISOR BIO

Scott Luther Weigel is a financial advisor with Mercer Global Advisors Inc. Scott has been in the industry for several years, working with clients to help them achieve their financial goals. Scott is a Certified Financial Planner (CFP).

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TRUST SERVICES, ESTATE PLANNING, TAX RETURN PREPARATION, CONSULTATION
Publication of Financial Periodicals
Unclaimed

Sharkey Howes & Javer Inc.

location

DENVER, CO

0 Disclosures

ADVISOR BIO

Scott Craig Brookes is a registered investment advisor representative with Sharkey Howes & Javer Inc., a firm headquartered in Denver, CO. Scott is registered in Colorado, and holds Series 6, 7, and 63 licenses. Scott has been working in the financial industry since 1987. Prior to joining Sharkey Howes & Javer Inc., Scott was employed by Woodbury Financial Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Scott is primarily focused on portfolio management for businesses and individuals. The firm specializes in providing financial planning, pension consulting and educational seminars. Sharkey Howes & Javer Inc. works with individuals, high net worth individuals, charitable organizations and corporations.

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 & Associates, Inc.

location

Denver, CO

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Scott Hurley is a financial advisor with over 7 years of experience. Scott is currently registered with Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc. in Colorado. Scott previously worked with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, OppenheimerFunds Distributor, Inc., RAYMOND JAMES FINANCIAL SERVICES, INC., and SECURIAN FINANCIAL SERVICES, INC. Scott has a wide range of experience in the financial services industry. Scott is committed to providing personalized financial advice to help clients reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

GHP Investment Advisors Inc.

location

DENVER, CO

0 Disclosures

ADVISOR BIO

Sean Tully is an Investment Advisor Representative associated with GHP Investment Advisors Inc. and Israel Investment Advisors, LLC. He is registered to provide investment advisory services in Colorado. Sean has been in the industry since 2014, and has a Series 65 license. He specializes in providing financial planning, portfolio management, and educational seminars for individual and institutional clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

DENVER, CO

experience

30 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Sean Luigi Covi is a financial advisor with LPL Financial LLC. Sean has been in the financial industry since July 1995. Sean holds a Series 6, Series 7, Series 24, Series 51, Series 63 and Series 65 license. Sean is registered in 18 states and holds a Certified Financial Planner designation. Sean has a strong background in investment and financial planning. Sean specializes in providing financial advice to individuals, businesses and retirement plans. Sean is committed to providing clients with personalized and comprehensive financial planning services.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

DENVER, CO

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Sean Horsley is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in Denver, Colorado. Sean has been in the industry since 2012. Sean specializes in portfolio management for individuals, businesses, and pension consulting.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed
location

Denver, CO

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Sean O'Kelly is a financial advisor with Morgan Stanley. Sean has been in the financial industry since 1994. Sean has a wide range of experience, having previously worked at CITIGROUP GLOBAL MARKETS INC. and FIRST UNION SECURITIES, INC.. Sean is registered to provide investment advice in 39 states and the District of Columbia. Sean is a highly qualified financial advisor with a proven track record of success. Sean is dedicated to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

M Holdings Securities, Inc. | CFP ®,CFC ® (Certifications)

location

Denver, CO

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Sean Lorenz is a financial advisor with over 10 years of experience in the industry. Sean is a Certified Financial Planner and a Chartered Financial Consultant and currently works for M Holdings Securities, Inc.. Sean has a broad range of experience in financial planning, portfolio management, and retirement planning. Sean is registered to provide investment advice in 21 states and also provides financial and investment advice through a separate entity, AEM Partners, LLC. Sean helps individuals and families reach their financial goals by providing personalized financial advice.

SPECIALIZATIONS

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

LPL Financial LLC

location

DENVER, CO

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Sean Nicholi Koutsakis is a financial advisor with LPL Financial LLC. Sean has been in the financial services industry since 2010. Sean has a wide range of experience, having worked with a variety of firms, including BANCWEST INVESTMENT SERVICES, INC. and BBVA COMPASS INVESTMENT SOLUTIONS, INC. Sean holds both Series 7 and 66 licenses, as well as a Series 24 principal exam. Sean is also registered to provide investment advisory services in Arizona, California, Colorado, Nebraska, and Oregon.

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

Raymond James & Associates, Inc.

location

DENVER, CO

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Sean Marrin is an investment advisor representative with Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc. Sean has been in the financial services industry since 1991 and has a wide range of experience in providing investment advice. Sean is registered to provide investment advice in California, Colorado, and Florida. Sean's specializations include investment advisory services, financial planning, pension consulting, educational seminars, and selection of other advisers. Sean has a strong track record of success in helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS

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