Financial advisors in Castle Rock, CO

82 match · page 3 of 3

Katherine Fortna
Financial advisor at Clarus Wealth Advisors, LLC
Clarus Wealth Advisors, LLC · $305.2M AUM
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Katherine Garrus
Financial advisor at Schwab Wealth Advisory, Inc.
Schwab Wealth Advisory, Inc.
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Kathryn Carabello
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Kean Boucher
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Kevin Thorpe
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Leslie Frazier
Financial advisor at Hill Country Kingdom Advisors
Hill Country Kingdom Advisors · $10.2M AUM
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Mark Dunn
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Mark Shively
Financial advisor at Mark P. Shively
Mark P. Shively · $9.1M AUM
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Matthew Sikorski
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Michael McGregor
Financial advisor at Brookstone Wealth Advisors, LLC
Brookstone Wealth Advisors, LLC
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Oliver Hickel
Financial advisor at Castle Pines Investment Management LLC
Castle Pines Investment Management LLC · $68.5M AUM
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Paul Donahue
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Philip Almon
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
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Ryan Nathan
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Sandra Knox
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
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Steven Kletter
Financial advisor at Advisory Services Network
Advisory Services Network · $10.6B AUM
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Thomas Vann
Financial advisor at Vann Investments LLC
Vann Investments LLC · $13.9M AUM
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Tiffany Adams
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Tyler Roach
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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William Edelmann
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
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Winston Banks
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
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Yon Kim
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Castle Rock, CO

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Castle Rock, CO.

How this list works

Before you hire an advisor in Castle Rock, CO