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Financial Planning Services Advisors in Fort Collins, Colorado
246 Results
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

FORT COLLINS, CO

experience

19 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Jason Andrew Jones is a financial advisor with over 17 years of experience in the financial services industry. Jason is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in the state of Colorado and has been a registered representative since 2006. Previously, Jason worked at Morgan Stanley Smith Barney and Citigroup Global Markets Inc. in California. Jason holds FINRA Series 7, 31, and 63 licenses, along with the SIE and Series 65.

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

LPL Financial LLC | CFP ®,CFC ® (Certifications)

location

Fort Collins, CO

experience

40 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jeffery Fanning is a financial advisor with LPL Financial LLC. Jeffery has been in the financial services industry since 1984. Jeffery has earned the Certified Financial Planner and Chartered Financial Consultant designations. Jeffery holds licenses in Colorado.

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

Centaurus Financial, Inc. | CFP ® (Certifications)

location

FORT COLLINS, CO

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey Rittner is a financial advisor registered with Centaurus Financial, Inc. Jeffrey has been in the industry since August 2010. Jeffrey is also a Certified Financial Planner. Centaurus Financial, Inc. has offices in Anaheim, California. The firm manages over 6 billion dollars in assets. The firm offers a variety of services, including financial planning, pension consulting, and portfolio management for individuals and businesses. The firm also offers educational seminars and market timing services.

SPECIALIZATIONS

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

LPL Financial LLC

location

FORT COLLINS, CO

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey David Dunn is a financial advisor at LPL Financial LLC located in Fort Collins, Colorado. Jeffrey has been in the industry since September 20, 2004. Dunn Investment Group, Inc. provides investment-related services. Dunn Wealth Strategies is a DBA for LPL Financial LLC.

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
location

Fort Collins, CO

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey McWhorter is a financial advisor at LPL Financial LLC. Jeffrey has been in the industry since December 18, 2003. Jeffrey is registered with the state of Colorado to offer investment advice and securities products. Jeffrey also has a Series 7, Series 6, and Series 63 license and is a registered representative of LPL Financial LLC. Jeffrey has been registered with Cambridge Investment Research Advisors, Inc. and Wells Fargo Clearing Services, LLC in the past.

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

J.p. Morgan Securities LLC

location

FORT COLLINS, CO

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Buford is a registered representative with J.p. Morgan Securities LLC. Jennifer is a licensed investment advisor representative, and has been working in the securities industry since 2011. Jennifer holds the Series 6, 7TO, and SIE licenses. Jennifer is currently registered to sell securities in 14 states: Alaska, Arizona, California, Colorado, Florida, Illinois, Kentucky, New Jersey, New York, South Dakota, Utah, Virginia, and Wyoming. Prior to working at J.p. Morgan Securities LLC, Jennifer worked at Chase Investment Services Corp.

SPECIALIZATIONS

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

Navigation Wealth Management | CFP ® (Certifications)

location

FORT COLLINS, CO

0 Disclosures

ADVISOR BIO

Jeremey Houlton is a financial advisor who is currently registered with Navigation Wealth Management. Jeremey has been in the financial industry for over 5 years and has a Series 63, Series 65 and Series 6TO licenses. Jeremey is also a Certified Financial Planner. Jeremey has worked with NYLIFE Securities LLC and Eagle Strategies LLC.

SPECIALIZATIONS

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

RBC Capital Markets, LLC

location

FORT COLLINS, CO

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Jeremy Michael Plisko is a registered representative and investment advisor representative with RBC Capital Markets, LLC. Jeremy has been in the securities industry since November 2013. Jeremy is currently registered in 42 states and the District of Columbia. Jeremy has passed the Series 7, Series 66, and SIE exams.

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 Financial Services Advisors, Inc.

location

FORT COLLINS, CO

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Jeri Colleen Jensen is a financial advisor with over 20 years of experience in the industry. Jeri is registered with Raymond James Financial Services Advisors, Inc. and has previously worked with Essex National Securities, Inc. and Raymond James Financial Services, Inc. Jeri has Series 7 and 66 securities licenses and holds a SIE license. Jeri is a registered Investment Advisor Representative in Colorado and also registered in California. Jeri is committed to providing clients with personalized financial advice and guidance. In addition to Jeri's financial advisory services, she also owns and operates A-Way With Animals LLC, a pet care business.

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
Unclaimed

Cambridge Investment Research Advisors, Inc. | CFP ® (Certifications)

location

Fort Collins, CO

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Jessica Elisabeth Beck is a financial advisor currently registered with Cambridge Investment Research Advisors, Inc.. Jessica has been in the industry since March 22, 2008. She holds Series 66, Series 7 and SIE licenses and is a Certified Financial Planner. In addition to being a financial advisor at Cambridge, Jessica is also a Partner at Sopris Wealth Advisors LLC and an Owner of MDJB LLC.

SPECIALIZATIONS

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

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