Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
FP Wells Fargo private wealth head taps firm's full capabilities for clientsIN Advisor moves: Raymond James lands $700M Truist team in Naples4K Who Was Supposed to Check the $977?IN Ex-LPL, special needs advisor pleads guilty in fraud case.WM The ADV Debate Is Solving the Wrong ProblemWM Deals & Moves: Commonwealth Breakaway Kintra Lures Team from LPL4K Ubiquity Retirement Wins Inc. Award, Manulife John Hancock Honored for AI Integration, and More: Corporate RoundupWM Truist Names New Wealth Co-Heads in Leadership ShakeupIN American Express to make job cuts as AI revolution ramps upIN SEC’s 2027 exam priorities put RIA conflicts and cyber risks in focus

Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Fort Collins, CO

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

9 CFA charterholders work in Fort Collins; the most are at First National Advisers, LLC (2). 0 are also registered broker representatives.

CFA advisors in Fort Collins, A to Z

Every advisor in Fort Collins →
  • Geri HarrisTributary Capital Management, LLC · Chartered Financial Analyst
  • John J. HarrisTributary Capital Management, LLC · Chartered Financial Analyst
  • Christie HofferFirst National Advisers, LLC · Chartered Financial Analyst
  • David C. JordanTrail Ridge Investment Advisors, LLC · Chartered Financial Analyst
  • Mark K. KerwoodTrail Ridge Investment Advisors, LLC · Chartered Financial Analyst
  • James S. KingFruitage Financial LLC · Chartered Financial Analyst
  • Tracy ShaginIncline Capital Management, LLC · Chartered Financial Analyst
  • John C. SmithFirst National Advisers, LLC · Chartered Financial Analyst
  • Harry N. Ward IIICimarron Wealth Management, LLC · Chartered Financial Analyst

Firms with the most CFA charterholders in Fort Collins

First National Advisers, LLC 2Trail Ridge Investment Advisors, LLC 2Tributary Capital Management, LLC 2Cimarron Wealth Management, LLC 1Fruitage Financial LLC 1Incline Capital Management, LLC 1

CFA advisors in other Colorado cities

All of Colorado →

Denver 148Greenwood Village 38Colorado Springs 18Boulder 17Lone Tree 17Littleton 10Centennial 6Highlands Ranch 6Lakewood 6Louisville 5Aspen 4Avon 3Basalt 3Castle Rock 3Crested Butte 3Englewood 3Golden 3

Questions

How many CFA financial advisors are in Fort Collins, CO?

9 SEC-registered investment adviser representatives at firm offices in Fort Collins, Colorado list the CFA designation; First National Advisers, LLC employs the most of them (2).

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 Fort Collins?

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.