Financial advisors in Monument, CO

37 match · page 1 of 2

Brad Lundberg
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Gage Deyoung
Financial advisor at Prudent Wealthcare
Prudent Wealthcare
CFP®VerifiedFinancial planning
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Jason Roque
Financial advisor at Financial Action, Inc.
Financial Action, Inc. · $100.3M AUM
CFP®VerifiedFinancial planning
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Jonathan Zama
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Kerry Hilsabeck
Financial advisor at Financial Action, Inc.
Financial Action, Inc. · $100.3M AUM
CFP®VerifiedFinancial planning
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Lauren Fortier
Financial advisor at Amara Financial, LLC
Amara Financial, LLC · $250.5M AUM
CFP®VerifiedFinancial planning
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Michael Carrico
Financial advisor at Howe and Rusling, Inc.
Financial Action, Inc. · $100.3M AUM
CFP®VerifiedFinancial planning
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Richard Arzaga
Financial advisor at The Real Estate Whisperer(R)
The Real Estate Whisperer(R)
CFP®VerifiedFinancial planning
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Shane Squibb
Financial advisor at Modern Financial
Modern Financial · $35M AUM
CFP®VerifiedFinancial planning
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William Hammer
Financial advisor at Modern Financial
Modern Financial · $35M AUM
CFP®VerifiedFinancial planning
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Andrew Kessler
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Anna Tenzek
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Brent Sabati
Financial advisor at Modern Financial
Modern Financial · $35M AUM
VerifiedFinancial planning
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Brian Wortinger
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Christopher Reed
Financial advisor at Financial Action, Inc.
Financial Action, Inc. · $100.3M AUM
VerifiedFinancial planning
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Emanuel Perez
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Francis Wynne
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gene Bergmeier
Financial advisor at Thrive Financial Management
Thrive Financial Management · $4.5M AUM
VerifiedFinancial planning
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Gunnar Johnson
Financial advisor at Savvy
Savvy · $5B AUM
VerifiedFinancial planning
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Jason Brashar
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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Jayme Fox
Financial advisor at Bahl & Gaynor LLC
Bahl & Gaynor LLC · $20.99B AUM
VerifiedFinancial planning
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John Eckersley
Financial advisor at Simplicifi, LLC
Simplicifi, LLC · $3.8M AUM
VerifiedFinancial planning
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Judith Yeoman
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Kirk Rosenstrauch
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Kristin Simpson
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Kristina Frederick
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
VerifiedFinancial planning
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Liam Wynne
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Luke Rawlings
Financial advisor at Mwa Financial Services, Inc.
Mwa Financial Services, Inc. · $640M AUM
VerifiedFinancial planning
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Matthew Lang
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 ↗
Meredeth McDowell Iversen
Financial advisor at Financial Action, Inc.
Financial Action, Inc. · $100.3M 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 Monument, 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 Monument, CO.

How this list works

Before you hire an advisor in Monument, CO