Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Niwot, CO
Every SEC-registered investment adviser representative at a firm office in Niwot, with the firms that employ the most of them.
4 registered advisors work in Niwot; the most are at Edward Jones (2). 1 list the CFP designation and 2 are also registered broker representatives.
Firms with the most advisors in Niwot
| Firm | Advisors in Niwot |
|---|---|
| Edward Jones news | 2 |
| Classic Financial & Investment Services, Inc. | 1 |
| Ryerson Financial, LLC | 1 |
Advisors in Niwot, A to Z
CFP advisors in Niwot →- Daniel E. HawkEdward Jones
- Daniel L. HermanClassic Financial & Investment Services, Inc.
- Julia S. LillyRyerson Financial, LLC · Certified Financial Planner
- Patrick D. SullivanEdward Jones
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 85Louisville 77Durango 75Greeley 70Longmont 65
Questions
How many financial advisors are in Niwot, CO?
4 investment adviser representatives are registered at firm offices in Niwot, Colorado, according to the SEC's Investment Adviser Public Disclosure records. 2 of them are also registered as broker representatives, and 1 list the CFP designation.
Which firm has the most financial advisors in Niwot?
Edward Jones, with 2 registered advisors in Niwot, followed by Classic Financial & Investment Services, Inc. with 1.
How do I check a financial advisor in Niwot?
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.