Financial ADVSR advisor directory · SEC adviser records
Captrust financial advisors in Lone Tree, CO
Every SEC-registered investment adviser representative at a Captrust office in Lone Tree, A to Z.
4 registered advisors work at Captrust in Lone Tree, out of 915 at the firm nationwide; it ranks number 5 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Captrust advisors in Lone Tree, A to Z
Every Captrust advisor →- Elisabeth L. JacobsonInvestment adviser rep
- Susan E. LubeckCertified Financial Planner
- Karen K. SalvatoreCertified Financial Planner, Chartered Financial Analyst
- Peter A. Vander PloegCertified Financial Planner
Captrust advisors in every city and state →Captrust: assets, clients and custodians →CAPTRUST news and advisor moves →Captrust payout grid vs. other firms →Advisor Moves: who changed firms this week →
Captrust advisors in other cities
Raleigh, NC 125Boston, MA 52Brentwood, TN 33Charlotte, NC 31Tampa, FL 31San Antonio, TX 29Phoenix, AZ 25Chesterton, IN 20Dallas, TX 20Rochester, NY 18Allentown, PA 17Greenville, SC 17Sacramento, CA 17Costa Mesa, CA 16Leawood, KS 16
Other firms in Lone Tree
All Lone Tree advisors →Charles Schwab & Co., Inc. 468Schwab Wealth Advisory, Inc. 204Strategic Advisers LLC 14A & I Wealth Management 10Geneos Wealth Management, Inc. 4Charles Schwab Investment Management, Inc. 3Fifth Third Wealth Advisors LLC 3Gallacher Capital Management, LLC 3Merrill Lynch, Pierce, Fenner & Smith Incorporated 3Robinhood Asset Management 3Tier One Wealth Management 3
Questions
How many financial advisors does Captrust have in Lone Tree?
4 investment adviser representatives are registered at Captrust offices in Lone Tree, Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 915 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Captrust one of the largest advisor employers in Lone Tree?
Captrust ranks number 5 in Lone Tree by registered advisors; Charles Schwab & Co., Inc. has the most, with 468.
How do I check a Captrust advisor in Lone Tree?
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 Captrust 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.