Financial advisors in Longmont, CO

63 match · page 1 of 3

Daniel Yerger
President of MY Wealth Planners
My Wealth Planners · $99M AUM
CFP®VerifiedFinancial planningAnswers messages here
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Adam Robinson
Financial advisor at Sevenwealth LLC
Sevenwealth LLC
CFP®VerifiedFinancial planning
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Billy Funderburk
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Billy Stone
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Bradley Atkinson
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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David Riffel
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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Elizabeth Bleidt
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Joel Rothe
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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John McLean
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Joshua Hattig
Financial advisor at Consolidated Portfolio Review Corp
Consolidated Portfolio Review Corp · $1.59B AUM
CFP®VerifiedFinancial planning
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Kevin Rodriguez
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Luke Gray
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Michael Rose
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Nathan Crotser
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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Patrick Dowlin
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Regan Turner
Financial advisor at Global Retirement Partners LLC
Global Retirement Partners LLC · $169.58B AUM
CFP®VerifiedFinancial planning
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Ronald Larsen
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Ryan Mason
Financial advisor at Independent Advisor Alliance, LLC
Independent Advisor Alliance, LLC · $17.23B AUM
CFP®VerifiedFinancial planning
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Samantha Schreiber-Reed
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Samuel Napp
Financial advisor at Boulder Financial Planning Company
Boulder Financial Planning Company
CFP®VerifiedFinancial planning
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Sarah Gerber
Financial advisor at Momentum Financial Planning LLC
Momentum Financial Planning LLC
CFP®VerifiedFinancial planning
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Thomas Basil
Financial advisor at Colorado Diversified Financial
Colorado Diversified Financial · $1.1M AUM
CFP®VerifiedFinancial planning
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Tracy Rothe
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Aaron Locker
Financial advisor at Ellis Financial Solutions LLC
Ellis Financial Solutions LLC
VerifiedFinancial planning
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Brian Harper
Financial advisor at Harper Asset Management, LLC
Harper Asset Management, LLC · $46M AUM
VerifiedFinancial planning
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Chad Shipley
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Cherie Turner
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
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Christopher Thorpe
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Darci Chrisman
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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David Robinson
Financial advisor at Best Life Financial Planning, LLC
Best Life Financial Planning, LLC
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 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