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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

The Planners Inc. financial advisors in Fort Collins, CO

Every SEC-registered investment adviser representative at a The Planners Inc. office in Fort Collins, A to Z.

The short answer

3 registered advisors work at The Planners Inc. in Fort Collins, out of 3 at the firm nationwide; it ranks number 28 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

The Planners Inc. advisors in Fort Collins, A to Z

Every The Planners Inc. advisor →

The Planners Inc. advisors in every city and state →Advisor Moves: who changed firms this week →

Other firms in Fort Collins

All Fort Collins advisors →

Strategic Advisers LLC 26LPL Financial LLC 25Cambridge Investment Research Advisors, Inc. 16RBC Capital Markets, LLC 16Edward Jones 14Wells Fargo Advisors Financial Network, LLC 10Merrill Lynch, Pierce, Fenner & Smith Incorporated 9Wells Fargo Clearing Services, LLC 9UBS Financial Services Inc. 8Navigation Wealth Management 7Raymond James Financial Services Advisors, Inc. 7Trail Ridge Investment Advisors, LLC 6

Questions

How many financial advisors does The Planners Inc. have in Fort Collins?

3 investment adviser representatives are registered at The Planners Inc. offices in Fort Collins, Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is The Planners Inc. one of the largest advisor employers in Fort Collins?

The Planners Inc. ranks number 28 in Fort Collins by registered advisors; Strategic Advisers LLC has the most, with 26.

How do I check a The Planners Inc. advisor in Fort Collins?

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 The Planners Inc. 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.