Financial ADVSR advisor directory · SEC adviser records
Compound Planning, Inc. financial advisors in Colorado
Every SEC-registered investment adviser representative at a Compound Planning, Inc. office in Colorado, by city and A to Z.
4 registered advisors work at Compound Planning, Inc. in Colorado, out of 66 nationwide; it's the firm's number 4 state by advisors, and the most are in Berthoud (1). 1 list the CFP designation and 0 are also registered broker representatives.
Compound Planning, Inc. advisors by city in Colorado
Every firm in Colorado →Compound Planning, Inc. advisors in Colorado, A to Z
Search by name →- Nathan R. BengaliDenver
- Joseph F. Devorak IVBerthoud
- Trey M. FernandezLoveland
- Ian J. WymoreErie · Certified Financial Planner
Compound Planning, Inc. advisors in every state →Compound Planning, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Compound Planning, Inc. in other states
Questions
How many Compound Planning, Inc. financial advisors are in Colorado?
4 investment adviser representatives are registered at Compound Planning, Inc. offices in Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 66 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Where in Colorado does Compound Planning, Inc. have the most advisors?
Berthoud, with 1, then Denver (1). Compound Planning, Inc. has advisors in 4 cities in Colorado.
How do I check a Compound Planning, Inc. 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 Compound Planning, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.