Financial advisors in Lafayette, CO

26 match

Abigail Kovach
Financial advisor at Abby Kovach Financial Planning, LLC
Abby Kovach Financial Planning, LLC
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Aditi Kapadia
Financial advisor at Wealth Iq
Wealth Iq · $1.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Colin Cunningham
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Dwight Dettloff
Financial advisor at Winding Trail Financial Planning, LLC
Winding Trail Financial Planning, LLC · $13.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jennifer Music
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lynda Gregory
Financial advisor at Boulder Canyon Financial
Boulder Canyon Financial · $20.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Lunsford
Financial advisor at Lunsford Financial Planning, Inc.
Lunsford Financial Planning, Inc. · $45.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Shannon Lynch
Financial advisor at Compound Planning, Inc.
Compound Planning, Inc. · $4.85B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Stephen Thomson
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Landsman
Financial advisor at Beacon Global Advisor Network, LLC
Beacon Global Advisor Network, LLC · $745.1M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Porterfield
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Robinson
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anthony Urrutia
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Benjamin Bailey
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Chad Young
Financial advisor at Young Wealth Partners
Young Wealth Partners
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Danielle Patnode
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Brown
Financial advisor at Xypn Sapphire
Xypn Sapphire · $1.25B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Deana Manzanares
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Eric Haney
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Erwin
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lisa Anderson
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Crotty
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Peter Staubitz
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Dennis
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Theodore Van Rooy
Financial advisor at Aeom Investments, LLC
Aeom Investments, LLC · $673K AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Todd Grant
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T 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 Lafayette, 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 Lafayette, CO.

How this list works

Before you hire an advisor in Lafayette, CO