Financial ADVSR advisor directory · SEC adviser records
Lido financial advisors in Colorado
Every SEC-registered investment adviser representative at a Lido office in Colorado, by city and A to Z.
14 registered advisors work at Lido in Colorado, out of 287 nationwide; it's the firm's number 4 state by advisors, and the most are in Boulder (6). 6 list the CFP designation and 0 are also registered broker representatives.
Lido advisors by city in Colorado
Every firm in Colorado →Lido advisors in Colorado, A to Z
Search by name →- Warren P. BakerLouisville · Chartered Financial Analyst
- Luke R. DanielBoulder · Certified Financial Planner
- Jenny M. DudreyLouisville
- Brian P. EstepJohnstown · Certified Financial Planner
- Dylan FagundesBoulder
- Charles P. FaulhaberBoulder · Certified Financial Planner, Chartered Financial Consultant
- Graham M. FoltzDenver
- Nicki L. GreenBoulder · Certified Financial Planner
- Paul T. KnippingDenver · Chartered Financial Analyst
- Cynthia G. KnowltonBoulder · Chartered Financial Analyst
- Michael J. LindemanDenver
- Michael R. McMullinBoulder
- Tyler R. OlsenLouisville · Certified Financial Planner
- Jaron R. WagnerDenver · Certified Financial Planner
Lido advisors in every state →Lido: assets, clients and custodians →Advisor Moves: who changed firms this week →
Lido in other states
California 169Illinois 19New York 16New Jersey 11Texas 9Utah 9Wisconsin 9Ohio 5Washington 5Florida 4Arizona 3Massachusetts 3Michigan 3Oklahoma 3
Questions
How many Lido financial advisors are in Colorado?
14 investment adviser representatives are registered at Lido offices in Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 287 at the firm nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.
Where in Colorado does Lido have the most advisors?
Boulder, with 6, then Denver (4). Lido has advisors in 4 cities in Colorado.
How do I check a Lido 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 Lido office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.