Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Gunnison, CO
Every SEC-registered investment adviser representative at a firm office in Gunnison, with the firms that employ the most of them.
The short answer
9 registered advisors work in Gunnison; the most are at Cimarron Wealth Management, Inc. (2). 2 list the CFP designation and 7 are also registered broker representatives.
Firms with the most advisors in Gunnison
Advisors in Gunnison, A to Z
CFP advisors in Gunnison →- Ashley N. DejulioCimarron Wealth Management, Inc.
- Todd HeastyCimarron Wealth Management, Inc. · Certified Financial Planner
- Lacy HenryEdward Jones
- Peter A. KlingsmithState Farm Investment Management Corp. · Chartered Financial Consultant
- Stephen F. OgdenEdward Jones
- Boyd J. PedersonSummit Global Investments, LLC · Personal Financial Specialist
- Norman J. SavinWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Gary F. ShondeckJ. W. Cole Advisors, Inc.
- Matthew R. TamanahaMaia Wealth
Other cities in Colorado
All of Colorado →Denver 2,543Greenwood Village 1,911Colorado Springs 965Lone Tree 746Boulder 430Littleton 307Lakewood 294Fort Collins 293Centennial 239Englewood 229Aurora 178Highlands Ranch 157Parker 142Loveland 136Broomfield 126Westminster 123Golden 110Castle Rock 107Grand Junction 97Arvada 85Durango 79Louisville 76Longmont 69Greeley 67
Questions
How many financial advisors are in Gunnison, CO?
9 investment adviser representatives are registered at firm offices in Gunnison, Colorado, according to the SEC's Investment Adviser Public Disclosure records. 7 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in Gunnison?
Cimarron Wealth Management, Inc., with 2 registered advisors in Gunnison, followed by Edward Jones with 2.
How do I check a financial advisor in Gunnison?
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.