Financial advisors in Longmont, CO

64 match · page 2 of 3

Frank Oliver
Financial advisor at Creativeone Wealth, LLC
Creativeone Wealth, LLC · $6.25B AUM
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Glenn Wager
Financial advisor at Wager Wealth Management and Financial Planning LLC
Wager Wealth Management and Financial Planning LLC · $152.8M AUM
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Gregory Betsinger
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Jeff Richman
Financial advisor at U.s. Bancorp Advisors, LLC
U.s. Bancorp Advisors, LLC · $1.8B AUM
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Jennifer Manthey
Financial advisor at Oneamerica Securities, Inc.
Oneamerica Securities, Inc. · $306.1M AUM
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Joline Fantham
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Joseph Wilson
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
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Joshua Walker
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Kelly Walker
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Kenneth Boyer
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
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Kevin Ruebesam
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
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Lindsey Michel
Financial advisor at Iht Wealth Management LLC
Iht Wealth Management LLC · $9.8B AUM
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Lindsey Youngblood
Financial advisor at Fisher Investments
Fisher Investments · $386.67B AUM
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Mark Culver
Financial advisor at Concurrent Investment Advisors, LLC
Concurrent Investment Advisors, LLC · $15.73B AUM
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Mark Ivan
Financial advisor at Ivan Capital Management, Inc.
Ivan Capital Management, Inc. · $14.9M AUM
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Marva Amerine
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Michael Ballou
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Monica Baldwin
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
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Owen Tveten
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
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Raymond Taylor
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Richard Turner
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
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Robert Schutzius
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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Sabina McWhinney
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
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Sanay Patel
Financial advisor at Purpose Wealth
Purpose Wealth · $12.8M AUM
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Sarah Erwin
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Serena Walker
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Sharon Hart
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
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Steven Jones
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Thomas Kapaun
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
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Timothy Menefee
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B 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 Longmont, 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 Longmont, CO.

How this list works

Before you hire an advisor in Longmont, CO