Financial ADVSR advisor directory · SEC adviser records
The Planners Inc. financial advisors in Colorado
Every SEC-registered investment adviser representative at a The Planners Inc. office in Colorado, by city and A to Z.
The short answer
3 registered advisors work at The Planners Inc. in Colorado, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Fort Collins (3). 0 list the CFP designation and 0 are also registered broker representatives.
The Planners Inc. advisors by city in Colorado
Every firm in Colorado →The Planners Inc. advisors in Colorado, A to Z
Search by name →- Benjamin J. SartinFort Collins
- Erik M. SartinFort Collins
- Maria B. ShanleyFort Collins
The Planners Inc. advisors in every state →Advisor Moves: who changed firms this week →
Questions
How many The Planners Inc. financial advisors are in Colorado?
3 investment adviser representatives are registered at The Planners Inc. offices in Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Where in Colorado does The Planners Inc. have the most advisors?
Fort Collins, with 3. The Planners Inc. has advisors in 1 city in Colorado.
How do I check a The Planners Inc. 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 The Planners Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.