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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Louisville, CO

Every SEC-registered investment adviser representative at a firm office in Louisville, with the firms that employ the most of them.

77 registered advisors work in Louisville; the most are at Wells Fargo Advisors Financial Network, LLC (15). 20 list the CFP designation and 45 are also registered broker representatives.

Firms with the most advisors in Louisville

FirmAdvisors in Louisville
Wells Fargo Advisors Financial Network, LLC news15
Peak Asset Management, LLC11
Edward Jones news8
LPL Financial LLC news7
Gainline Financial Partners, LLC6
Varra Financial5
Lido3
Creative Planning news2
Creative Planning Institutional Advisors, LLC news2
Kestra Advisory Services, LLC news2
Strategic Advisers LLC2
Toro West Capital Advisors2
Wells Fargo Clearing Services, LLC news2
Ama Financial Planning LLC1
Asset Solutions1
Edelman Financial Engines news1
Go Fish Finance, LLC1
Gold Medal Waters, Inc.1
Haberkorn Financial Services, Inc.1
Heritage Planning & Investing Services, LLC1
J.P. Morgan Securities LLC news1
Mm Ascend Life Investor Services, LLC1
Portsea Investments, Inc.1
Simmons Investment Management LLC1
State Farm Investment Management Corp.1

Advisors in Louisville, A to Z

CFP advisors in Louisville →

Other cities in Colorado

All of Colorado →

Denver 2,523Greenwood Village 1,942Colorado Springs 945Lone Tree 746Boulder 436Littleton 302Fort Collins 299Lakewood 288Centennial 255Englewood 228Aurora 174Highlands Ranch 152Parker 141Loveland 133Broomfield 118Golden 117Westminster 111Castle Rock 103Grand Junction 100Arvada 85Durango 75Greeley 70Longmont 65Glendale 58

Questions

How many financial advisors are in Louisville, CO?

77 investment adviser representatives are registered at firm offices in Louisville, Colorado, according to the SEC's Investment Adviser Public Disclosure records. 45 of them are also registered as broker representatives, and 20 list the CFP designation.

Which firm has the most financial advisors in Louisville?

Wells Fargo Advisors Financial Network, LLC, with 15 registered advisors in Louisville, followed by Peak Asset Management, LLC with 11.

How do I check a financial advisor in Louisville?

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.