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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Colorado Springs, CO

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

The short answer

18 CFA charterholders work in Colorado Springs; the most are at Ramsay Stattman Vela & Price Inc. (3). 6 are also registered broker representatives.

CFA advisors in Colorado Springs, A to Z

Every advisor in Colorado Springs →

Firms with the most CFA charterholders in Colorado Springs

Ramsay Stattman Vela & Price Inc. 3Season Investments, LLC 2Altus Wealth Group, LLC 1Ardent Investors, LLC 1Beacon Pointe Advisors, LLC 1Everoak Wealth Co. 1Hemispheres Investment Management 1Intentional Wealth Strategies 1Intergy Private Wealth, LLC 1Morgan Stanley 1Raymond James & Associates, Inc. 1Raymond James Financial Services Advisors, Inc. 1Sanctuary Advisors, LLC 1T. Rowe Price Associates, Inc. 1Transamerica Retirement Advisors, LLC 1

CFA advisors in other Colorado cities

All of Colorado →

Denver 148Greenwood Village 38Boulder 17Lone Tree 17Littleton 10Fort Collins 9Centennial 6Highlands Ranch 6Lakewood 6Louisville 5Aspen 4Avon 3Basalt 3Castle Rock 3Crested Butte 3Englewood 3Golden 3

Questions

How many CFA financial advisors are in Colorado Springs, CO?

18 SEC-registered investment adviser representatives at firm offices in Colorado Springs, Colorado list the CFA designation; Ramsay Stattman Vela & Price Inc. 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 Colorado Springs?

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.