Financial advisors in Fort Collins, CO

55 match · page 1 of 2

Jason Speciner
Financial advisor at Fpfoco
Fpfoco · $151.7M AUM
CFP®VerifiedFinancial planningAnswers messages here
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Adam Fowler
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
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Alixandra Beaman
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
CFP®VerifiedFinancial planning
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Andrew Hoffmeyer
Financial advisor at Cwm, LLC
Cwm, LLC · $50.58B AUM
CFP®VerifiedFinancial planning
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Arlen Olberding
Financial advisor at Guidepost Financial Planning, LLC
Guidepost Financial Planning, LLC · $30.4M AUM
CFP®VerifiedFinancial planning
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Aubrey Coleman
Financial advisor at On Investment Management Co
On Investment Management Co · $3.15B AUM
CFP®VerifiedFinancial planning
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Benjamin Goldsmith
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Brian Creencia
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Brian Voelker
Financial advisor at The Table Financial Planning LLC
The Table Financial Planning LLC · $75M AUM
CFP®VerifiedFinancial planning
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Bryce Pease
Financial advisor at Capstone Pacific Investment Strategies
Capstone Pacific Investment Strategies · $47.2M AUM
CFP®VerifiedFinancial planning
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Casey Morris
Financial advisor at Capstone Pacific Investment Strategies
Capstone Pacific Investment Strategies · $47.2M AUM
CFP®VerifiedFinancial planning
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Chase Grundy
Financial advisor at Balanced Wealth Partners LLC
Balanced Wealth Partners LLC · $19.6M AUM
CFP®VerifiedFinancial planning
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Christopher Stein
Financial advisor at Jim Saulnier & Associates, LLC
Jim Saulnier & Associates, LLC · $286.4M AUM
CFP®VerifiedFinancial planning
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Colton Turner
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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Daniel Baumgold
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
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David Dobbins
Financial advisor at Mercer Global Advisors Inc.
Mercer Global Advisors Inc. · $84.4B AUM
CFP®VerifiedFinancial planning
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David Essay
Financial advisor at United Capital Financial Advisors
United Capital Financial Advisors · $24.65B AUM
CFP®VerifiedFinancial planning
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David Jones
Financial advisor at Trail Ridge Investment Advisors, LLC
Trail Ridge Investment Advisors, LLC · $352.9M AUM
CFP®VerifiedFinancial planning
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Denise Martz
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Donald Dority
Financial advisor at Narrow Path Financial Inc.
Narrow Path Financial Inc. · $64.6M AUM
CFP®VerifiedFinancial planning
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Elisabeth Olson
Financial advisor at On Investment Management Co
On Investment Management Co · $3.15B AUM
CFP®VerifiedFinancial planning
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Jack Weisenbach
Financial advisor at United Capital Financial Advisors
United Capital Financial Advisors · $24.65B AUM
CFP®VerifiedFinancial planning
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Jacob Miller
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
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James Fanning
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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James Saulnier
Financial advisor at Jim Saulnier & Associates, LLC
Jim Saulnier & Associates, LLC · $286.4M AUM
CFP®VerifiedFinancial planning
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Jared Dull
Financial advisor at Otium Wealth Management
Otium Wealth Management
CFP®VerifiedFinancial planning
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Jason Taylor
Financial advisor at Taylors Financial
Taylors Financial · $22.7M AUM
CFP®VerifiedFinancial planning
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Jeffrey Rittner
Financial advisor at Centaurus Financial, Inc.
Centaurus Financial, Inc. · $9.74B AUM
CFP®VerifiedFinancial planning
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Jennifer Sherman
Financial advisor at Trail Ridge Investment Advisors, LLC
Trail Ridge Investment Advisors, LLC · $352.9M AUM
CFP®VerifiedFinancial planning
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Jody Roth
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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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 Fort Collins, 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 Fort Collins, CO.

How this list works

Before you hire an advisor in Fort Collins, CO