Financial advisors in Erie, CO

37 match · page 1 of 2

Beth Stenz
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Christopher Kadowaki
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Martin
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Emmett Fehlau-Barton
Financial advisor at Sharper Image Financial Services, LLC
Sharper Image Financial Services, LLC · $1.8M AUM
CFP®VerifiedFinancial planning
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Ian Wymore
Financial advisor at Compound Planning, Inc.
Compound Planning, Inc. · $4.85B AUM
CFP®VerifiedFinancial planning
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Joseph Bocci
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
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Julie Martinez
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Corbett
Financial advisor at Wealtheq
Wealtheq · $26.4M AUM
CFP®VerifiedFinancial planning
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Michael Mullen
Financial advisor at Osaic Institutions, Inc.
Osaic Institutions, Inc. · $6.49B AUM
CFP®VerifiedFinancial planning
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Raquel Hinman
Financial advisor at Hinman Financial Planning, Inc.
Hinman Financial Planning, Inc. · $80.7M AUM
CFP®VerifiedFinancial planning
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Serban Maracine
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Shawn Moore
Financial advisor at Rockefeller Capital Management
Rockefeller Capital Management · $99.6B AUM
CFP®VerifiedFinancial planning
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Stephen Moorman
Financial advisor at Libra Wealth LLC
Libra Wealth LLC · $639.8M AUM
CFP®VerifiedFinancial planning
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Tony Liska
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Brian Bertsch
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
VerifiedFinancial planning
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Brittany Maracine
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Caleb Theisen
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Swales
Financial advisor at Swales Financial LLC
Swales Financial LLC · $6M AUM
VerifiedFinancial planning
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Dia Gloster
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Donna Hurst
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Donna Stumpp
Financial advisor at Empower Advisory Group, LLC
Empower Advisory Group, LLC · $195.43B AUM
VerifiedFinancial planning
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Emily Green
Financial advisor at Hinman Financial Planning, Inc.
Hinman Financial Planning, Inc. · $80.7M AUM
VerifiedFinancial planning
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Hugo Manriquez
Financial advisor at U.s. Bancorp Advisors, LLC
U.s. Bancorp Advisors, LLC · $1.8B AUM
VerifiedFinancial planning
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James Kirk
Financial advisor at Rocky Mountain Financial Solutions Inc.
Rocky Mountain Financial Solutions Inc. · $12.2M AUM
Verified
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Jarrett Sharp
Financial advisor at Sharper Image Financial Services, LLC
Sharper Image Financial Services, LLC · $1.8M AUM
VerifiedFinancial planning
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Jesse Stubbs
Financial advisor at Stubbs Investments, LLC
Stubbs Investments, LLC · $52.1M AUM
VerifiedFinancial planning
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Jordan Fuerst
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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Kevin Rogers
Financial advisor at Western Wealth Management LLC
Western Wealth Management LLC · $5.36B AUM
VerifiedFinancial planning
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Khrista McWhorter
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Maxwell Paul
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗

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 Erie, 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 Erie, CO.

How this list works

Before you hire an advisor in Erie, CO