Financial ADVSR advisor directory · SEC adviser records
Bsw Wealth Partners financial advisors in Boulder, CO
Every SEC-registered investment adviser representative at a Bsw Wealth Partners office in Boulder, A to Z.
15 registered advisors work at Bsw Wealth Partners in Boulder, out of 15 at the firm nationwide; it ranks number 6 in the city by advisors. 9 list the CFP designation and 0 are also registered broker representatives.
Bsw Wealth Partners advisors in Boulder, A to Z
Every Bsw Wealth Partners advisor →- Lily J. Beitel-HortonCertified Financial Planner
- Tami C. CarrollCertified Financial Planner
- Aaron M. DeitzInvestment adviser rep
- Molly J. DevnaniInvestment adviser rep
- Brian R. LichtenheldCertified Financial Planner
- Julie D. MartinezCertified Financial Planner
- Dmitry PopovInvestment adviser rep
- Raliegh D. RiddochCertified Financial Planner
- Matthew V. SamekInvestment adviser rep
- Katherine A. St OngeInvestment adviser rep
- Steven A. SzafranskiCertified Financial Planner
- Benjamin R. WeaverCertified Financial Planner
- Timothy R. WojtalikCertified Financial Planner
- David C. WolfInvestment adviser rep
- Lindy M. YoshidaCertified Financial Planner
Bsw Wealth Partners advisors in every city and state →Bsw Wealth Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Boulder
All Boulder advisors →Wells Fargo Clearing Services, LLC 47Merrill Lynch, Pierce, Fenner & Smith Incorporated 40LPL Financial LLC 29Morgan Stanley 18UBS Financial Services Inc. 17Wells Fargo Advisors Financial Network, LLC 15Raymond James & Associates, Inc. 14Pathstone 12J.P. Morgan Securities LLC 11Charles Schwab & Co., Inc. 10Ameriprise Financial Services, LLC 9Robert W. Baird & Co. Incorporated 9
Questions
How many financial advisors does Bsw Wealth Partners have in Boulder?
15 investment adviser representatives are registered at Bsw Wealth Partners offices in Boulder, Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 15 nationwide. 9 list the CFP designation and 0 are also registered as broker representatives.
Is Bsw Wealth Partners one of the largest advisor employers in Boulder?
Bsw Wealth Partners ranks number 6 in Boulder by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 47.
How do I check a Bsw Wealth Partners advisor in Boulder?
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, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Bsw Wealth Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.