Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Lakewood, CO
Every SEC-registered investment adviser representative at a firm office in Lakewood, with the firms that employ the most of them.
288 registered advisors work in Lakewood; the most are at Strategic Advisers LLC (35). 52 list the CFP designation and 213 are also registered broker representatives.
Firms with the most advisors in Lakewood
Advisors in Lakewood, A to Z
CFP advisors in Lakewood →- Colton AdamsEagle Strategies LLC
- David M. AfraimiBam Wealth Management LLC
- Zachary K. AkauStrategic Advisers LLC
- Evan D. AlexanderValic Financial Advisors, Inc.
- Holly AlgerStrategic Advisers LLC
- Candace AllenWells Fargo Advisors Financial Network, LLC
- Justin R. AllerState Farm Investment Management Corp. · Chartered Financial Consultant
- John E. AndersonNormandy Capital Management, LLC
- Shawnee G. AndersonValic Financial Advisors, Inc.
- Scott C. AndressWells Fargo Clearing Services, LLC
- Fred M. Apodaca IIIKestra Advisory Services, LLC · Certified Financial Planner
- Wanda K. ArcherPfs Investments Inc.
- Jacob AtkinsonStrategic Advisers LLC
- Braden D. BaerLPL Financial LLC
- Michael E. BaileyState Farm Investment Management Corp.
- Jeffrey M. BauerValic Financial Advisors, Inc. · Certified Financial Planner
- Kemper L. BaumFinancial Security Management, Inc.
- Kurt A. BeerlineValic Financial Advisors, Inc.
- John BeldySentry Capital Management, LLC
- Kyle E. BellEdward Jones
- Brendan R. BensonStrategic Advisers LLC
- Larry R. BlairKestra Advisory Services, LLC · Certified Financial Planner
- Brittany M. BolserStrategic Advisers LLC
- Benjamin A. BoltWells Fargo Clearing Services, LLC
- James L. BoothLegacy Wealth Partners, LLC
- Julia V. BourlakovWestern Wealth Management LLC
- Christopher K. BrackenEdward Jones
- Fred L. BrandenburgValic Financial Advisors, Inc.
- Erik BrandtEagle Strategies LLC
- Connor BrightCetera Investment Advisers LLC
- Isabella S. BrightCetera Investment Advisers LLC · Certified Financial Planner
- David BrughelliStrategic Advisers LLC
- John J. BrunkanInnovative Financial, LLC
- Joshua BurnleyStrategic Advisers LLC · Certified Financial Planner
- Alexander G. CameronLegacy Wealth Partners, LLC · Certified Financial Planner
- Tanner L. CameronLegacy Wealth Partners, LLC · Certified Financial Planner
- Ally B. ChanelLundeen Abrams Advisors, LLC
- Laura ChesterPfs Investments Inc.
- Tamara A. ChristopherEdward Jones
- Craig S. CiarlelliHinds Financial Group Inc.
- Sarah ClaytonStrategic Advisers LLC
- Amy ClemensEdward Jones
- Ann ClineWells Fargo Clearing Services, LLC
- Niccolo D. CocoOsaic Wealth, Inc. · Certified Financial Planner
- Steven M. ConnWells Fargo Clearing Services, LLC
- Melissa J. ConstantKestra Advisory Services, LLC
- Kristofer M. CopelandMML Investors Services, LLC · Chartered Financial Consultant
- Richard P. CostnerGeneos Wealth Management, Inc. · Certified Financial Planner
- Chris R. CounceCetera Investment Advisers LLC
- Keith E. CusackLPL Financial LLC
- Adolphe P. CyrPark Avenue Securities LLC · Chartered Financial Consultant
- Quinston DaughertyWells Fargo Clearing Services, LLC
- Cory R. DavernValic Financial Advisors, Inc.
- James W. DavisPfs Investments Inc.
- Brandon DeckardQ3 Advisors, LLC · Certified Financial Planner
- Gregory A. DellingerPfs Investments Inc.
- Kenneth D. DenicoloLegacy Edge Advisors
- Christopher M. DeshanoLPL Financial LLC · Certified Financial Planner
- Roxanne L. DillonFinancial Security Management, Inc.
- Nicholas M. DonakowskiBam Wealth Management LLC
- Lynae DouthitKestra Advisory Services, LLC
- Ryan DowMattern Capital Management, LLC · Certified Financial Planner
- John C. DowningHinds Financial Group Inc.
- Peter B. DreifussValic Financial Advisors, Inc.
- Ashley E. DuffeyConcentric · Chartered Financial Analyst
- Kyle S. DuranStrategic Advisers LLC
- Mark S. DurantWestern Wealth Management LLC
- Barry A. EastmanEagle Strategies LLC
- Andrew J. EatonState Farm Investment Management Corp.
- Kevin EganAllstate Financial Advisors, LLC
- Rex C. EmeryLegacy Wealth Partners, LLC · Certified Financial Planner
- Matthew G. FahrneyArbor Investment Management · Certified Financial Planner
- Andrew T. FeldmanLegacy Wealth Partners, LLC
- Blake FinlaysonStrategic Advisers LLC · Certified Financial Planner
- Craig L. FischerValic Financial Advisors, Inc.
- Matthew ForrestAmeriprise Financial Services, LLC
- Lorena A. FrankStrategic Advisers LLC
- Kelly N. FreemanMattern Capital Management, LLC
- Tyler J. FreemanLPL Financial LLC · Certified Financial Planner
- Jeremy S. FritschBam Wealth Management LLC
- James L. FullerColumbia Management Investment Advisers, LLC
- Kathleen N. GallardoU.S. Bancorp Advisors, LLC
- Brandon T. GardnerStrategic Advisers LLC
- Anne M. GarlandLPL Financial LLC
- Cory R. GebelRidgeline Public Advisors, LLC · Chartered Financial Analyst
- Nickolaus A. GerlachStrategic Advisers LLC
- Steven R. GibsonPortfolio Medics, LLC
- Andrew J. GlaspeyEagle Strategies LLC
- Matthew GodfreyStrategic Advisers LLC
- Estelle A. GonzalezFocus Partners Wealth, LLC
- Alana GoodmanStrategic Advisers LLC
- Robert P. GorskiValic Financial Advisors, Inc.
- Riley GovanMattern Capital Management, LLC · Certified Financial Planner
- Barbara J. GrantWells Fargo Clearing Services, LLC · Certified Financial Planner
- Arianne F. GreenSvb Asset Management
- Zachary N. GregoryEmpower Advisory Group, LLC
- James F. GrisantiStrategic Advisers LLC
- Matthew G. GrossWells Fargo Clearing Services, LLC
- Parveen GuptaMattern Capital Management, LLC
- Gregory S. HallEdward Jones · Certified Financial Planner
- Darin J. HammerschmidtLPL Financial LLC · Certified Financial Planner
- Matthew S. HancockWells Fargo Clearing Services, LLC
- Alexander J. HansenValic Financial Advisors, Inc.
- Joe D. HarlCreativeone Wealth, LLC
- Mark E. HauschildValic Financial Advisors, Inc. · Certified Financial Planner
- Katherine HealeyEdward Jones
- Staci HeathEdward Jones
- Robert J. HedingerStrategic Advisers LLC
- Shelley E. HeroldStrategic Advisers LLC
- Shelley E. HertelWestern Wealth Management LLC
- Colten HillStrategic Advisers LLC
- Cynthia K. HindsCetera Investment Advisers LLC
- Noah HinsonJ.P. Morgan Securities LLC
- Michael HiraokaStrategic Advisers LLC
- Jo-Ann E. HolstRoyal Fund Management, LLC · Certified Financial Planner
- Sandra J. HooverLegacy Wealth Partners, LLC
- Kevin W. HoughStrategic Advisers LLC
- Darryl C. HudspethEagle Strategies LLC
- Kendra J. HukariCambridge Investment Research Advisors, Inc.
- Joseph G. JaensenWells Fargo Clearing Services, LLC
- Julie JenkotEdward Jones
- Erik O. JensenValic Financial Advisors, Inc.
- Lalani J. JensenValic Financial Advisors, Inc.
- Douglas F. JohnsonFinancial Security Management, Inc.
- Hayden G. JohnsonEdward Jones
- Mark W. JohnsonThrivent Investment Management Inc.
- Justin Lee B. KayJkay Securities Corporation
- Eric S. KeeKestra Advisory Services, LLC
- Sara L. KeithFinancial Security Management, Inc.
- Kevin R. KerberNorthwestern Mutual Investment Services, LLC
- Andrea L. KerkhoffEdward Jones
- Brandt KidwellStrategic Advisers LLC
- Justin KillewaldEdward Jones
- Maruan KitnerThrivent Investment Management Inc.
- Matthew B. KneeskernStrategic Advisers LLC
- Andrew M. KretRaymond James Financial Services Advisors, Inc.
- Christopher KrugerEdward Jones · Certified Financial Planner
- Russell G. KynclCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
- Derek J. LandisNormandy Capital Management, LLC · Certified Financial Planner
- Todd E. LansingLPL Financial LLC
- Jeffrey S. LarkinFinancial Security Management, Inc.
- Rebecca S. LeonardIndependent Financial Group, LLC
- Constantine T. LeonidaLPL Financial LLC
- Christopher LescarbeauCg Maton Advisory, Inc.
- William M. LevineLPL Financial LLC
- Geoffrey R. LuchettaEagle Strategies LLC
- Joe J. MacalusoValic Financial Advisors, Inc.
- Jasmine MaciasMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Michael MaguireEmpower Advisory Group, LLC
- Jay MaldonadoJ.P. Morgan Securities LLC
- Gary A. MangelsdorfWestern Wealth Management LLC
- Terrie MartinezEmpower Advisory Group, LLC
- Nicole L. MayRaymond James Financial Services Advisors, Inc.
- Douglas J. MayesOsaic Wealth, Inc. · Chartered Financial Consultant
- James A. MayoIronfjord Wealth Management · Certified Financial Planner, Chartered Financial Analyst
- Cris R. McBrideKestra Advisory Services, LLC · Chartered Financial Consultant
- Michael D. McClinticEdward Jones
- Melanie M. McGirrEdward Jones
- Patrio D. McKenzieProper Money Management LLC
- Keith E. McLaughlinPremier Wealth Solutions, LLC
- Lisa K. McLaughlinPremier Wealth Solutions, LLC
- Austin J. McStrawLPL Financial LLC
- Brian J. MerriganFoundations Investment Advisors LLC
- Kenneth MiddletonAmeriprise Financial Services, LLC
- Guy MillerEdward Jones · Certified Financial Planner
- Grant E. MitchelmoreLPL Financial LLC · Certified Financial Planner, Chartered Financial Analyst
- Jace W. MonteraEdward Jones
- Hannah MooreEquitable Advisors, LLC
- Daniel E. MorrisEagle Strategies LLC
- Ryan S. MurphyRaymond James Financial Services Advisors, Inc.
- Charles L. NedeleTheory Financial
- Sarah NezbedaEdward Jones
- Huy M. NguyenStrategic Advisers LLC
- Keith E. NicholsonCetera Investment Advisers LLC · Certified Financial Planner
- Matthew D. NimrickAdvisors Capital Management, LLC · Certified Financial Planner
- Joshua R. NogajewskiRaymond James Financial Services Advisors, Inc.
- Janet A. NuzmanWells Fargo Advisors Financial Network, LLC
- Mark E. O`connorHinds Financial Group Inc.
- Andy OgideEdward Jones
- Brett D. OhlenCetera Investment Advisers LLC
- Garrison OrtegaStrategic Advisers LLC
- James D. OsborneBason Asset Management · Certified Financial Planner
- Andrew R. PainePfs Investments Inc.
- Sunil S. ParekhWells Fargo Clearing Services, LLC
- Christopher ParsonsWells Fargo Advisors Financial Network, LLC
- Charles D. PartheymullerNormandy Capital Management, LLC · Certified Financial Planner
- David C. PartheymullerNormandy Capital Management, LLC
- Roy L. PerskyLPL Financial LLC
- Thomas C. PetersonValic Financial Advisors, Inc.
- Tyler J. PetersonKindred Financial LLC
- Jacob B. PhillippiValic Financial Advisors, Inc.
- Deanna PickmanEdward Jones · Certified Financial Planner
- Evan G. PiperRidgeline Public Advisors, LLC
- Christine PlentyhoopsPfs Investments Inc.
- Gary D. PolingRaymond James Financial Services Advisors, Inc.
- Thomas M. PostEagle Strategies LLC
- William P. PotterWells Fargo Clearing Services, LLC
- Jared S. PriceAdvisornet Wealth Partners
- John M. PrichardWells Fargo Clearing Services, LLC
- Samantha M. QualteriLPL Financial LLC
- Devonee L. QuinnCreative Planning · Certified Financial Planner
- Sean P. RadnotiRaymond James Financial Services Advisors, Inc.
- Dylan D. RauhBam Wealth Management LLC
- Jacob ReaStrategic Advisers LLC
- Brent C. ReimersWells Fargo Clearing Services, LLC
- David ReyAbacus Wealth Partners
- Nathan D. RichterThrivent Investment Management Inc.
- Jacob A. RickettsCreativeone Wealth, LLC
- Ashley C. RobinsonBuck Wealth Strategies, LLC
- Joshua C. RogersStrategic Advisers LLC
- Marlena RolschEdward Jones
- Maxwell RossBam Wealth Management LLC
- Sharla D. RountreeKestra Advisory Services, LLC · Certified Financial Planner
- Jill M. RuckleKestra Advisory Services, LLC
- Ian M. SalleeFinancial Security Management, Inc.
- Mark G. SammonState Farm Investment Management Corp. · Chartered Financial Consultant
- Timothy P. ScaturroCetera Investment Advisers LLC · Certified Financial Planner
- Vann S. SchieldRaymond James Financial Services Advisors, Inc.
- Jamal K. SchlensogBam Wealth Management LLC
- Brett S. SchmitStrategic Advisers LLC · Certified Financial Planner
- Neil SchraffenbergerStrategic Advisers LLC · Certified Financial Planner
- Misha B. SchryerBull Harbor Capital LLC.
- Kyle D. SchubertEdward Jones
- Jeffrey A. SchulerEagle Strategies LLC
- Aleksandr SegalchikValic Financial Advisors, Inc.
- Kenneth R. Senour IIILegacy Wealth Partners, LLC · Certified Financial Planner
- Jason M. ShadeEdward Jones
- Jenna E. ShortEdward Jones · Certified Financial Planner
- Daniel A. SierValic Financial Advisors, Inc.
- Gary W. SloanValic Financial Advisors, Inc.
- Brendon SmithMattern Capital Management, LLC · Certified Financial Planner
- Jordan S. SmithRaymond James Financial Services Advisors, Inc.
- Shane L. SmithFoothills Investments, L.L.C. · Chartered Financial Analyst
- Dede M. SmolenInnovative Financial, LLC · Certified Financial Planner
- Colette H. SnyderRoyal Fund Management, LLC · Certified Financial Planner
- Michael J. StahlEagle Strategies LLC · Chartered Financial Consultant
- Sharon StarkeyWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Keith H. StechmesserThrivent Investment Management Inc.
- Hannah B. SteendamEllevest · Certified Financial Planner
- Cole StephensonPark Avenue Securities LLC
- Brady C. StevensWells Fargo Clearing Services, LLC
- Liberty StreeterBam Wealth Management LLC
- Dennis R. SullivanState Farm Investment Management Corp.
- Bridget T. SummersThrivent Investment Management Inc.
- Ashley C. SundsethWells Fargo Clearing Services, LLC
- Jack SuttmanNorthwestern Mutual Investment Services, LLC
- Cooper D. SwensonEdward Jones
- Bernard F. Taillon IIILPL Financial LLC
- Kasey L. TaylorWells Fargo Clearing Services, LLC
- Tanner S. TerryStrategic Advisers LLC · Certified Financial Planner
- Jack W. TerwilligerValic Financial Advisors, Inc.
- Rex S. ThatcherLPL Financial LLC · Certified Financial Planner
- Andrew ThibodeauStrategic Advisers LLC
- Christine M. ThompsonWells Fargo Clearing Services, LLC
- Elizabeth A. ThorpeWells Fargo Clearing Services, LLC
- Harley J. TierheimerJ.P. Morgan Securities LLC
- Mark F. Tighe Jr.LPL Financial LLC
- Cristina M. Torres MedinaStrategic Advisers LLC
- David W. TraylorColorado Financial Service Corporation
- Jeremy J. TulejaEdward Jones · Certified Financial Planner
- Brent W. TurnerRidgeline Public Advisors, LLC
- Terry L. TylerRoyal Fund Management, LLC
- Gary A. UlamU.S. Bancorp Advisors, LLC
- James M. UlrickSavvy
- Scott G. Van SickleNorthwestern Mutual Investment Services, LLC
- Brian D. VankeurenLPL Financial LLC
- Nestor M. VargasAlignpoint Wealth · Certified Financial Planner
- Melissa A. WagnerLegacy Wealth Partners, LLC
- Jack WalkerBam Wealth Management LLC
- Kelli A. WallaceFinancial Security Management, Inc.
- Ryan T. WallsArax Advisory Partners
- Anna T. WaltersSanctuary Advisors, LLC
- Jeff J. WarrenWells Fargo Clearing Services, LLC · Certified Financial Planner
- Adam WilliamsFinancial Security Management, Inc.
- John A. WilliamsStrategic Advisers LLC
- Michael A. WilliamsWells Fargo Clearing Services, LLC · Certified Financial Planner
- Douglas C. WillsEagle Strategies LLC
- Rachel T. WilmotLegacy Wealth Partners, LLC
- Tanner WindholzStrategic Advisers LLC
- Eric A. WoodraskaClear Creek Financial Management, LLC · Chartered Financial Analyst
- Marcia L. WooleyMML Investors Services, LLC · Certified Financial Planner
- Brenda WootenValic Financial Advisors, Inc.
- Christopher B. WorrallLPL Financial LLC · Chartered Financial Consultant
- Darrin P. WorthingtonSound Income Strategies, LLC
- Jaclyn L. WuthStrategic Advisers LLC
- David M. YoungUBS Financial Services Inc. · Certified Financial Planner
- Joshua M. YoungWells Fargo Clearing Services, LLC
- Jon C. ZimmermanEdward Jones
Other cities in Colorado
All of Colorado →Denver 2,523Greenwood Village 1,942Colorado Springs 945Lone Tree 746Boulder 436Littleton 302Fort Collins 299Centennial 255Englewood 228Aurora 174Highlands Ranch 152Parker 141Loveland 133Broomfield 118Golden 117Westminster 111Castle Rock 103Grand Junction 100Arvada 85Louisville 77Durango 75Greeley 70Longmont 65Glendale 58
Questions
How many financial advisors are in Lakewood, CO?
288 investment adviser representatives are registered at firm offices in Lakewood, Colorado, according to the SEC's Investment Adviser Public Disclosure records. 213 of them are also registered as broker representatives, and 52 list the CFP designation.
Which firm has the most financial advisors in Lakewood?
Strategic Advisers LLC, with 35 registered advisors in Lakewood, followed by Edward Jones with 26.
How do I check a financial advisor in Lakewood?
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.