Financial ADVSR advisor directory · SEC adviser records
Ep Wealth Advisors financial advisors in Colorado
Every SEC-registered investment adviser representative at a Ep Wealth Advisors office in Colorado, by city and A to Z.
The short answer
12 registered advisors work at Ep Wealth Advisors in Colorado, out of 309 nationwide; it's the firm's number 3 state by advisors, and the most are in Denver (7). 7 list the CFP designation and 0 are also registered broker representatives.
Ep Wealth Advisors advisors by city in Colorado
Every firm in Colorado →Ep Wealth Advisors advisors in Colorado, A to Z
Search by name →- Casey N. AhrendsenDenver · Chartered Financial Consultant
- Elijah BurtonDenver
- Elizabeth N. CadyLittleton · Certified Financial Planner, Chartered Financial Analyst
- Casey M. ConradDenver
- Sara R. GardnerLittleton · Certified Financial Planner
- Linda GinderLittleton · Certified Financial Planner
- Nicholas L. HatfieldGreenwood Village · Certified Financial Planner
- Jeffrey M. HolbenDenver
- Michelle A. JamesDenver · Certified Financial Planner
- Connor JorgensonDenver
- Jon D. MooreLittleton · Certified Financial Planner
- Andrew P. ThomasDenver · Certified Financial Planner
Ep Wealth Advisors advisors in every state →Ep Wealth Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →
Ep Wealth Advisors in other states
California 204Michigan 13Utah 12Arizona 10Illinois 9Washington 8Pennsylvania 6Georgia 5Idaho 5Texas 5Massachusetts 4Maine 4
Questions
How many Ep Wealth Advisors financial advisors are in Colorado?
12 investment adviser representatives are registered at Ep Wealth Advisors offices in Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 309 at the firm nationwide. 7 list the CFP designation and 0 are also registered as broker representatives.
Where in Colorado does Ep Wealth Advisors have the most advisors?
Denver, with 7, then Littleton (4). Ep Wealth Advisors has advisors in 3 cities in Colorado.
How do I check a Ep Wealth Advisors 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 Ep Wealth Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.