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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Greenwood Village, CO

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

The short answer

40 CFA charterholders work in Greenwood Village; the most are at Fiduciary Consulting Group (8). 8 are also registered broker representatives.

CFA advisors in Greenwood Village, A to Z

Every advisor in Greenwood Village →

Firms with the most CFA charterholders in Greenwood Village

Fiduciary Consulting Group 8Strategic Advisers LLC 7Empower Advisory Group, LLC 6Captrust 4Alpha Capital Family Office, LLC 1Alvista Wealth Consulting, LLC 1Causey Wealth LLC 1Custos Family Office LLC 1Heirloom Wealth Management LLC 1Icon Advisers, Inc. 1Investment Management Associates 1Jpl Wealth Management, LLC 1Larson Financial Group, LLC 1Maxq Asset Management LLC 1Michaud Capital Management LLC 1

CFA advisors in other Colorado cities

All of Colorado →

Denver 148Colorado Springs 18Boulder 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 Greenwood Village, CO?

40 SEC-registered investment adviser representatives at firm offices in Greenwood Village, Colorado list the CFA designation; Fiduciary Consulting Group employs the most of them (8).

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 Greenwood Village?

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.