Financial ADVSR advisor directory · SEC adviser records
Impact Capital Partners LLC financial advisors in Colorado
Every SEC-registered investment adviser representative at a Impact Capital Partners LLC office in Colorado, by city and A to Z.
The short answer
4 registered advisors work at Impact Capital Partners LLC in Colorado, out of 5 nationwide; it's the firm's number 1 state by advisors, and the most are in Greenwood Village (4). 2 list the CFP designation and 0 are also registered broker representatives.
Impact Capital Partners LLC advisors by city in Colorado
Every firm in Colorado →Impact Capital Partners LLC advisors in Colorado, A to Z
Search by name →- Shannon C. GrahamGreenwood Village
- Anna M. HealyGreenwood Village · Certified Financial Planner
- Greg SegalGreenwood Village
- Brett C. StoneGreenwood Village · Certified Financial Planner
Impact Capital Partners LLC advisors in every state →Impact Capital Partners LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Impact Capital Partners LLC financial advisors are in Colorado?
4 investment adviser representatives are registered at Impact Capital Partners LLC offices in Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 5 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Where in Colorado does Impact Capital Partners LLC have the most advisors?
Greenwood Village, with 4. Impact Capital Partners LLC has advisors in 1 city in Colorado.
How do I check a Impact Capital Partners LLC 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 Impact Capital Partners LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.