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
WM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO saysWM Raymond James Recruits $700M Advisor Team from TruistFP Wells Fargo private wealth head taps firm's full capabilities for clientsIN Ex-LPL, special needs advisor pleads guilty in fraud caseIN Advisor moves: Raymond James lands $700M Truist team in NaplesKC Weekend Reading For Financial Planners (October 24–25)

Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Golden, CO

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

3 CFA charterholders work in Golden; the most are at Americana Partners, LLC (1). 1 are also registered broker representatives.

CFA advisors in Golden, A to Z

Every advisor in Golden →
  • Michael J. CavaleriCambridge Investment Research Advisors, Inc. · Chartered Financial Analyst
  • John J. GlasmanGilpin Wealth Management LLC · Certified Financial Planner, Chartered Financial Analyst
  • Matthew A. NussbaumAmericana Partners, LLC · Chartered Financial Analyst

Firms with the most CFA charterholders in Golden

Americana Partners, LLC 1Cambridge Investment Research Advisors, Inc. 1Gilpin Wealth Management LLC 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 5Aspen 4Avon 3Basalt 3Castle Rock 3Crested Butte 3Englewood 3

Questions

How many CFA financial advisors are in Golden, CO?

3 SEC-registered investment adviser representatives at firm offices in Golden, Colorado list the CFA designation; Americana Partners, LLC employs the most of them (1).

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 Golden?

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.