Financial ADVSR advisor directory · SEC adviser records
A & I Wealth Management financial advisors in Colorado
Every SEC-registered investment adviser representative at a A & I Wealth Management office in Colorado, by city and A to Z.
The short answer
10 registered advisors work at A & I Wealth Management in Colorado, out of 10 nationwide; it's the firm's number 1 state by advisors, and the most are in Lone Tree (10). 7 list the CFP designation and 9 are also registered broker representatives.
A & I Wealth Management advisors by city in Colorado
Every firm in Colorado →A & I Wealth Management advisors in Colorado, A to Z
Search by name →- Cassidy J. ButlerLone Tree · Certified Financial Planner
- Judson E. CassLone Tree · Certified Financial Planner
- Karl F. FrankLone Tree · Certified Financial Planner
- Stacey K. FrankLone Tree
- Chad M. HarmonLone Tree
- Peter F. LengsfeldLone Tree · Certified Financial Planner
- Quinn B. MarquezLone Tree · Certified Financial Planner
- Marla A. MasonLone Tree · Certified Financial Planner
- Julie C. MorganLone Tree
- David L. StevensLone Tree · Certified Financial Planner
A & I Wealth Management advisors in every state →A & I Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many A & I Wealth Management financial advisors are in Colorado?
10 investment adviser representatives are registered at A & I Wealth Management offices in Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 10 at the firm nationwide. 7 list the CFP designation and 9 are also registered as broker representatives.
Where in Colorado does A & I Wealth Management have the most advisors?
Lone Tree, with 10. A & I Wealth Management has advisors in 1 city in Colorado.
How do I check a A & I Wealth Management advisor in Colorado?
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 A & I Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.