Financial ADVSR advisor directory · SEC adviser records
One Capital Management, LLC financial advisors in Colorado
Every SEC-registered investment adviser representative at a One Capital Management, LLC office in Colorado, by city and A to Z.
The short answer
5 registered advisors work at One Capital Management, LLC in Colorado, out of 62 nationwide; it's the firm's number 2 state by advisors, and the most are in Fort Collins (2). 2 list the CFP designation and 0 are also registered broker representatives.
One Capital Management, LLC advisors by city in Colorado
Every firm in Colorado →One Capital Management, LLC advisors in Colorado, A to Z
Search by name →- John D. ClagettFort Collins
- Kristine J. ClagettFort Collins
- Joel R. HahnDenver
- Derek M. SchwartzDenver · Certified Financial Planner, Chartered Financial Analyst
- Timothy P. SheldonDenver · Certified Financial Planner
One Capital Management, LLC advisors in every state →One Capital Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
One Capital Management, LLC in other states
Questions
How many One Capital Management, LLC financial advisors are in Colorado?
5 investment adviser representatives are registered at One Capital Management, LLC offices in Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 62 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Where in Colorado does One Capital Management, LLC have the most advisors?
Fort Collins, with 2, then Denver (1). One Capital Management, LLC has advisors in 2 cities in Colorado.
How do I check a One Capital Management, 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 One Capital Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.