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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Castle Pines, CO

Every SEC-registered investment adviser representative at a firm office in Castle Pines, with the firms that employ the most of them.

23 registered advisors work in Castle Pines; the most are at LPL Financial LLC (3). 1 list the CFP designation and 17 are also registered broker representatives.

Firms with the most advisors in Castle Pines

FirmAdvisors in Castle Pines
LPL Financial LLC news3
Capital Client Group, Inc.1
Charles Schwab & Co., Inc. news1
Eagle Strategies LLC1
Edward Jones news1
Equity Services, Inc.1
Evergreen Investing, LLC1
Geneos Wealth Management, Inc.1
Kayne Anderson Rudnick Investment Management, LLC1
Park Avenue Securities LLC1
Platte West Wealth Management, LLC1
Reliant Capital Management, LLC1
Schwab Wealth Advisory, Inc. news1
Sky Ridge Wealth Management LLC1
State Farm Investment Management Corp.1
Strategic Advisers LLC1
UBS Financial Services Inc. news1
Wealth Management Consultants L.L.C.1
Wealth Watch Advisors, Inc.1
Wells Fargo Advisors Financial Network, LLC news1
Western Wealth Management LLC1

Advisors in Castle Pines, A to Z

CFP advisors in Castle Pines →

Other cities in Colorado

All of Colorado →

Denver 2,523Greenwood Village 1,942Colorado Springs 945Lone Tree 746Boulder 436Littleton 302Fort Collins 299Lakewood 288Centennial 255Englewood 228Aurora 174Highlands Ranch 152Parker 141Loveland 133Broomfield 118Golden 117Westminster 111Castle Rock 103Grand Junction 100Arvada 85Louisville 77Durango 75Greeley 70Longmont 65

Questions

How many financial advisors are in Castle Pines, CO?

23 investment adviser representatives are registered at firm offices in Castle Pines, Colorado, according to the SEC's Investment Adviser Public Disclosure records. 17 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Castle Pines?

LPL Financial LLC, with 3 registered advisors in Castle Pines, followed by Capital Client Group, Inc. with 1.

How do I check a financial advisor in Castle Pines?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.