Financial advisors in Highlands Ranch, CO

150 match · page 1 of 5

Andrew Wagner
Financial advisor at Quotient Wealth Partners, LLC
Quotient Wealth Partners, LLC · $4.91B AUM
CFP®VerifiedFinancial planning
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B. Dvorchak
Financial advisor at Dvorchak & Associates
Dvorchak & Associates · $4.6M AUM
CFP®VerifiedFinancial planning
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Brooke Miller
Financial advisor at Mariner
Mariner · $125.41B AUM
CFP®VerifiedFinancial planning
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Christopher Hall
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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Damian Walsh
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Douglas Barker
Financial advisor at Mariner
Mariner · $125.41B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Eric Rosel
Financial advisor at Rosel Wealth Management, LLC
Rosel Wealth Management, LLC · $630.2M AUM
CFP®VerifiedFinancial planning
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Erik Niemeier
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Garrett Hawkins
Financial advisor at Mariner
Mariner · $125.41B AUM
CFP®VerifiedFinancial planning
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Gilad Halzel
Financial advisor at Mariner
Mariner · $125.41B AUM
CFP®VerifiedFinancial planning
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J McIlroy
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Jacob Dubose
Financial advisor at Pivot Planning, LLC
Pivot Planning, LLC
CFP®VerifiedFinancial planning
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James Murray
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Jason Dohrman
Financial advisor at Creative Planning
Creative Planning · $295.57B AUM
CFP®VerifiedFinancial planning
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Jesse Maggio
Financial advisor at Mariner
Mariner · $125.41B AUM
CFP®VerifiedFinancial planning
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Joel Johnson
Financial advisor at Jpl Wealth Management, LLC
Jpl Wealth Management, LLC · $587.9M AUM
CFP®VerifiedFinancial planning
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John Sullivan
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Jon Rager
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joseph Calhoun
Financial advisor at Quotient Wealth Partners, LLC
Quotient Wealth Partners, LLC · $4.91B AUM
CFP®VerifiedFinancial planning
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Matthew Whitcomb
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
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Michael Abbott
Financial advisor at Schwab Wealth Advisory, Inc.
Schwab Wealth Advisory, Inc.
CFP®VerifiedFinancial planning
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Patricia Kummer
Financial advisor at Mariner
Mariner · $125.41B AUM
CFP®VerifiedFinancial planning
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Paul Staib
Financial advisor at Staib Financial Planning, LLC
Staib Financial Planning, LLC · $118M AUM
CFP®VerifiedFinancial planning
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Peyton Simmons
Financial advisor at Modern Wealth Management, LLC
Modern Wealth Management, LLC · $10.9B AUM
CFP®VerifiedFinancial planning
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Richard Argotsinger
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Robert Typher
Financial advisor at Alphamint Financial
Alphamint Financial · $40M AUM
CFP®VerifiedFinancial planning
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Scott Elwell
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Steven Erfman
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
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Steven Margulin
Financial advisor at Financial Gravity Family Office Services, LLC
Financial Gravity Family Office Services, LLC · $590.5M AUM
CFP®VerifiedFinancial planning
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Thomas Burk
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®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 Highlands Ranch, 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 Highlands Ranch, CO.

How this list works

Before you hire an advisor in Highlands Ranch, CO