Financial ADVSR advisor directory · SEC adviser records
Captrust financial advisors in Colorado
Every SEC-registered investment adviser representative at a Captrust office in Colorado, by city and A to Z.
16 registered advisors work at Captrust in Colorado, out of 874 nationwide; it's the firm's number 17 state by advisors, and the most are in Greenwood Village (7). 6 list the CFP designation and 3 are also registered broker representatives.
Captrust advisors by city in Colorado
Every firm in Colorado →Greenwood Village 7Lone Tree 4Colorado Springs 2Arvada 1Carbondale 1Denver 1
Captrust advisors in Colorado, A to Z
Search by name →- Nicole R. BeckerColorado Springs
- Christopher M. BergtholdArvada · Certified Financial Planner
- Katie EldredGreenwood Village
- Sarah C. FalgiatanoGreenwood Village
- Andrew C. FiegelGreenwood Village · Chartered Financial Analyst
- Aaron N. FryGreenwood Village
- Jared J. HardinDenver
- Elisabeth L. JacobsonLone Tree
- Susan E. LubeckLone Tree · Certified Financial Planner
- Jill A. RogersCarbondale · Certified Financial Planner
- Karen K. SalvatoreLone Tree · Certified Financial Planner, Chartered Financial Analyst
- Paul B. SchrederGreenwood Village · Chartered Financial Analyst
- Samantha J. SmithColorado Springs · Certified Financial Planner
- Andrew J. SramekGreenwood Village · Chartered Financial Analyst
- Peter A. Vander PloegLone Tree · Certified Financial Planner
- Kevin G. YoshidaGreenwood Village · Chartered Financial Analyst
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Captrust in other states
North Carolina 177Texas 79Massachusetts 62California 57New York 48Pennsylvania 43Florida 42Indiana 36Tennessee 35Minnesota 29Kansas 28Arizona 27Virginia 26Ohio 22Michigan 19South Carolina 18Illinois 15Alabama 14Georgia 14New Jersey 10Utah 10Washington 10Iowa 8Louisiana 6Connecticut 3Maryland 3Maine 3
Questions
How many Captrust financial advisors are in Colorado?
16 investment adviser representatives are registered at Captrust offices in Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 874 at the firm nationwide. 6 list the CFP designation and 3 are also registered as broker representatives.
Where in Colorado does Captrust have the most advisors?
Greenwood Village, with 7, then Lone Tree (4). Captrust has advisors in 6 cities in Colorado.
How do I check a Captrust 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 Captrust office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.