Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM 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 says

Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Lone Tree, CO

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

The short answer

16 CFA charterholders work in Lone Tree; the most are at Schwab Wealth Advisory, Inc. (9). 12 are also registered broker representatives.

CFA advisors in Lone Tree, A to Z

Every advisor in Lone Tree →
  • Joseph AlmonSchwab Wealth Advisory, Inc. · Chartered Financial Analyst
  • Colten L. CoreySchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Analyst
  • John P. CourierSchwab Wealth Advisory, Inc. · Chartered Financial Analyst
  • Timothy J. GlassCharles Schwab & Co., Inc. · Chartered Financial Analyst
  • Luke R. GoerdtCharles Schwab & Co., Inc. · Chartered Financial Analyst
  • David A. HooverSchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Analyst
  • Kasey McCurdyCharles Schwab & Co., Inc. · Chartered Financial Analyst
  • Clay G. MitchellCharles Schwab & Co., Inc. · Chartered Financial Analyst
  • Brian N. OmohundroSchwab Wealth Advisory, Inc. · Chartered Financial Analyst
  • Dale L. RottschaferSchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Analyst
  • Gilbert J. RyckmanSchwab Wealth Advisory, Inc. · Chartered Financial Analyst
  • Karen K. SalvatoreCaptrust · Certified Financial Planner, Chartered Financial Analyst
  • Matthew R. SchooleyCharles Schwab Investment Management, Inc. · Chartered Financial Analyst
  • Randall L. SimsSchwab Wealth Advisory, Inc. · Chartered Financial Analyst
  • Scott T. UlaszekFifth Third Wealth Advisors LLC · Chartered Financial Analyst
  • Gareth W. VazCharles Schwab & Co., Inc. · Chartered Financial Analyst

Firms with the most CFA charterholders in Lone Tree

Schwab Wealth Advisory, Inc. 9Charles Schwab & Co., Inc. 5Captrust 1Charles Schwab Investment Management, Inc. 1Fifth Third Wealth Advisors LLC 1

CFA advisors in other Colorado cities

All of Colorado →

Denver 148Greenwood Village 38Colorado Springs 18Boulder 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 Lone Tree, CO?

16 SEC-registered investment adviser representatives at firm offices in Lone Tree, Colorado list the CFA designation; Schwab Wealth Advisory, Inc. employs the most of them (9).

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 Lone Tree?

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.