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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Aspen, CO

Every SEC-registered financial advisor at a firm office in Aspen who lists the Chartered Financial Analyst designation, A to Z.

4 CFA charterholders work in Aspen; the most are at Obermeyer Wealth Partners (3). 1 are also registered broker representatives.

CFA advisors in Aspen, A to Z

Every advisor in Aspen →

Firms with the most CFA charterholders in Aspen

Obermeyer Wealth Partners 3Rockefeller Capital Management 1

CFA advisors in other Colorado cities

All of Colorado →

Denver 148Greenwood Village 38Colorado Springs 18Boulder 17Lone Tree 17Littleton 10Fort Collins 9Centennial 6Highlands Ranch 6Lakewood 6Louisville 5Avon 3Basalt 3Castle Rock 3Crested Butte 3Englewood 3Golden 3

Questions

How many CFA financial advisors are in Aspen, CO?

4 SEC-registered investment adviser representatives at firm offices in Aspen, Colorado list the CFA designation; Obermeyer Wealth Partners employs the most of them (3).

What is a CFA?

CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.

How do I check a CFA in Aspen?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFA itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.