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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Littleton, CO

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

10 CFA charterholders work in Littleton; the most are at Branzan Investment Advisors, Inc. (2). 2 are also registered broker representatives.

CFA advisors in Littleton, A to Z

Every advisor in Littleton →

Firms with the most CFA charterholders in Littleton

Branzan Investment Advisors, Inc. 2Bz Wealth Advisors, LLC 2Clelland & Company Inc. 1Eagle Strategies LLC 1Ep Wealth Advisors 1Kilterhowling LLC 1Osaic Wealth, Inc. 1Perimeter Investments 1Raymond James Financial Services Advisors, Inc. 1Red Meadow Advisors, LLC 1

CFA advisors in other Colorado cities

All of Colorado →

Denver 148Greenwood Village 38Colorado Springs 18Boulder 17Lone Tree 17Fort Collins 9Centennial 6Highlands Ranch 6Lakewood 6Louisville 5Aspen 4Avon 3Basalt 3Castle Rock 3Crested Butte 3Englewood 3Golden 3

Questions

How many CFA financial advisors are in Littleton, CO?

10 SEC-registered investment adviser representatives at firm offices in Littleton, Colorado list the CFA designation; Branzan Investment Advisors, Inc. 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 Littleton?

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.