Financial ADVSR advisor directory · SEC adviser records
Uniting Wealth Partners financial advisors in Denver, CO
Every SEC-registered investment adviser representative at a Uniting Wealth Partners office in Denver, A to Z.
The short answer
13 registered advisors work at Uniting Wealth Partners in Denver, out of 17 at the firm nationwide; it ranks number 41 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.
Uniting Wealth Partners advisors in Denver, A to Z
Every Uniting Wealth Partners advisor →- Bradley J. BlankenshipInvestment adviser rep
- Dana L. CornellCertified Financial Planner
- Richard A. DoughertyCertified Financial Planner
- Alecia B. Fisher DoughertyInvestment adviser rep
- Rick M. HadravaInvestment adviser rep
- Stephen R. HurtInvestment adviser rep
- John J. KazanjianInvestment adviser rep
- Kyle KirkCertified Financial Planner
- Randy S. KoontzInvestment adviser rep
- Amanda C. McIntoshInvestment adviser rep
- Ben R. McLintockCertified Financial Planner
- Randall W. RoebuckCertified Financial Planner
- Scott H. ShepherdInvestment adviser rep
Uniting Wealth Partners advisors in every city and state →Uniting Wealth Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →
Uniting Wealth Partners advisors in other cities
Other firms in Denver
All Denver advisors →Mercer Global Advisors Inc. 246Strategic Advisers LLC 184UBS Financial Services Inc. 123Morgan Stanley 107J.P. Morgan Securities LLC 105LPL Financial LLC 66Merrill Lynch, Pierce, Fenner & Smith Incorporated 63Robert W. Baird & Co. Incorporated 51Raymond James & Associates, Inc. 42Charles Schwab & Co., Inc. 38Ameriprise Financial Services, LLC 35Edward Jones 35
Questions
How many financial advisors does Uniting Wealth Partners have in Denver?
13 investment adviser representatives are registered at Uniting Wealth Partners offices in Denver, Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 17 nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Is Uniting Wealth Partners one of the largest advisor employers in Denver?
Uniting Wealth Partners ranks number 41 in Denver by registered advisors; Mercer Global Advisors Inc. has the most, with 246.
How do I check a Uniting Wealth Partners advisor in Denver?
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 Uniting 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.