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

D.a. Davidson & Co.

location

DENVER, CO

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Collin James Rice is a financial advisor with D.a. Davidson & Co. Collin has been in the industry since October 2018. Collin is registered with 51 states and has a variety of licenses, including Series 7, 50, 52TO, 53 and 63. Collin specializes in providing financial planning services to individuals, businesses, and charitable organizations. Collin is committed to helping clients achieve their financial goals. Collin has also worked with various financial institutions.

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 Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Private Capital Management, LLC | CFP ® (Certifications)

location

DENVER, CO

0 Disclosures

ADVISOR BIO

Collin James Schmidt is an Investment Advisor Representative at Private Capital Management, LLC in Denver, CO. Collin is registered with the state of Arizona, California, Colorado, Florida, Illinois, Louisiana, New Jersey, and Texas. Collin has been in the industry since January 2011 and has a Series 65 license. Collin specializes in providing financial planning, pension consulting, and educational seminars.

SPECIALIZATIONS

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

DENVER, CO

0 Disclosures

ADVISOR BIO

Connor James Donnelly is a financial advisor with The Institute. Connor has been in the industry for over a decade, and has experience with UBS Financial Services Inc., Wells Fargo Advisors, LLC, and Wachovia Securities, LLC. Connor is licensed to provide financial advice in Texas and Washington. Connor specializes in portfolio management for individuals, businesses, pooled investment vehicles and financial planning. Connor is also an expert in educational seminars and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc.

location

DENVER, CO

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Connor Sullivan is a financial advisor with Robert W. Baird & Co. Inc. Connor's career in the financial industry began in May 2018. Connor holds the Series 50, Series 52 and SIE licenses. Connor provides financial services to clients in Denver, Colorado.

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
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Fidelity Personal AND Workplace Advisors

location

DENVER, CO

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Connor James Van keuren is a financial advisor with Fidelity Personal And Workplace Advisors. Connor is registered with the state of Colorado and Texas as an Investment Advisor Representative. Connor has been in the industry since August 19, 2014 and has been registered with Fidelity Distributors Company LLC since August 11, 2014 until July 10, 2020. Connor has passed the Series 63, Series 66 and Series 7 exams. Connor is located in Denver, CO.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

Denver, CO

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Connor Hamilton is a registered representative with UBS Financial Services Inc., a firm with more than $50 billion in assets under management. Connor has been in the financial services industry since 2023. Connor's specializations include: portfolio management for individuals, financial planning, and educational seminars. Connor holds Series 66, Series 7TO, and SIE licenses. Connor is registered in Colorado.

SPECIALIZATIONS

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

Denver, CO

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Conor McCallin is an investment advisor representative at Morgan Stanley. Conor is licensed in 45 states and the District of Columbia. Conor has been in the securities industry for over 13 years and is Series 7, 63, and 65 licensed. Conor is also a Registered Representative and Investment Adviser Representative. Conor has experience in investment advisory, portfolio management, and financial planning. Conor's experience includes working with individuals, businesses, investment clubs, and other institutions.

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

RBC Capital Markets, LLC

location

DENVER, CO

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Corben Gailey is a financial advisor with RBC Capital Markets, LLC. Corben has been in the industry for 7 years and is registered in 36 states, including Colorado, Kansas, and Texas. Corben has a wide range of experience and specializes in providing financial advice to a variety of clients, including individuals, businesses, and institutions. Corben holds a Series 7, Series 9, Series 10, and Series 66 license. Corben also provides financial planning, pension consulting, educational seminars, and portfolio management services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Raymond James & Associates, Inc.

location

DENVER, CO

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Corey Behm is a financial advisor at Raymond James & Associates, Inc., specializing in providing financial guidance and investment management services. Corey holds Series 7, 9, 10, 66 securities licenses, and has been active in the industry since 2021. Corey has experience working with individuals, corporations, and pension plans, offering financial planning, portfolio management, and investment advisory services.

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

LPL Financial LLC

location

DENVER, CO

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Cory Nye is a financial advisor with LPL Financial LLC. Cory has been in the industry since 2010 and has a Series 66 license, as well as Series 7 and SIE licenses. Cory has experience working with both individuals and businesses. Cory is registered to offer investment advice in Colorado, Illinois, New York, Pennsylvania, South Carolina, and Washington.

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

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