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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Lakewood, CO

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

The short answer

5 CFA charterholders work in Lakewood; the most are at Concentric (1). 1 are also registered broker representatives.

CFA advisors in Lakewood, A to Z

Every advisor in Lakewood →
  • Ashley E. DuffeyConcentric · Chartered Financial Analyst
  • Cory R. GebelRidgeline Public Advisors, LLC · Chartered Financial Analyst
  • James A. MayoIronfjord Wealth Management · Certified Financial Planner, Chartered Financial Analyst
  • Grant E. MitchelmoreLPL Financial LLC · Certified Financial Planner, Chartered Financial Analyst
  • Shane L. SmithFoothills Investments, L.L.C. · Chartered Financial Analyst

Firms with the most CFA charterholders in Lakewood

Concentric 1Foothills Investments, L.L.C. 1Ironfjord Wealth Management 1LPL Financial LLC 1Ridgeline Public Advisors, 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 6Louisville 5Aspen 4Avon 3Basalt 3Castle Rock 3Crested Butte 3Englewood 3Golden 3

Questions

How many CFA financial advisors are in Lakewood, CO?

5 SEC-registered investment adviser representatives at firm offices in Lakewood, Colorado list the CFA designation; Concentric 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 Lakewood?

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.