Financial ADVSR advisor directory · SEC adviser records
Root Financial Partners financial advisors in Colorado
Every SEC-registered investment adviser representative at a Root Financial Partners office in Colorado, by city and A to Z.
6 registered advisors work at Root Financial Partners in Colorado, out of 56 nationwide; it's the firm's number 2 state by advisors, and the most are in Centennial (2). 4 list the CFP designation and 0 are also registered broker representatives.
Root Financial Partners advisors by city in Colorado
Every firm in Colorado →Root Financial Partners advisors in Colorado, A to Z
Search by name →- Brett T. GrauSt. Englewood · Certified Financial Planner
- Chelsea D. JohnsCentennial · Certified Financial Planner
- Jeffrey J. KaneLittleton · Certified Financial Planner
- Hannah M. LockardCentennial · Certified Financial Planner
- Nickolas R. MinardDenver
- Hope O. SwainEnglewood
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Questions
How many Root Financial Partners financial advisors are in Colorado?
6 investment adviser representatives are registered at Root Financial Partners offices in Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 56 at the firm nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Where in Colorado does Root Financial Partners have the most advisors?
Centennial, with 2, then Denver (1). Root Financial Partners has advisors in 5 cities in Colorado.
How do I check a Root Financial Partners 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 Root Financial Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.