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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Jason Kariuki (CRD# 6747598) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Highlands Ranch, CO and has over 6 years of experience in the finance industry.
Patrick Kelly (CRD# 1258726) is an Investment Advisor Representative working at Spc in Highlands Ranch, CO and has over 40 years of experience in the finance industry.
Christopher Kozak (CRD# 5530806) is an Investment Advisor Representative working at Kozak & Tripp Private Asset Management, Inc. in Highlands Ranch, CO and has over 15 years of experience in the finance industry.
Paul Kropatsch (CRD# 2826638) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Highlands Ranch, CO and has over 27 years of experience in the finance industry.
Patricia Kummer (CRD# 1363057) is an Investment Advisor Representative working at Mariner Wealth in Highlands Ranch, CO and has over 31 years of experience in the finance industry. Patricia Kummer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Thomas Larsen (CRD# 4596220) is an Investment Advisor Representative working at Asset Strategies Group, LLC in Highlands Ranch, CO and has over 14 years of experience in the finance industry.
Shawn Lawson (CRD# 3211451) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Highlands Ranch, CO and has over 24 years of experience in the finance industry.
Calvin Lennberg (CRD# 6233549) is an Investment Advisor Representative working at Advanced Investments in Highlands Ranch, CO and has over 11 years of experience in the finance industry.
Lorne Levy (CRD# 5581130) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Highlands Ranch, CO and has over 15 years of experience in the finance industry.
Li Liu (CRD# 4661100) is an Investment Advisor Representative working at Highlands Asset Management, Inc. in Highlands Ranch, CO and has 1 year of experience in the finance industry.