Financial ADVSR advisor directory · SEC adviser records
Uniting Wealth Partners financial advisors in Colorado
Every SEC-registered investment adviser representative at a Uniting Wealth Partners office in Colorado, by city and A to Z.
The short answer
10 registered advisors work at Uniting Wealth Partners in Colorado, out of 17 nationwide; it's the firm's number 1 state by advisors, and the most are in Denver (10). 3 list the CFP designation and 0 are also registered broker representatives.
Uniting Wealth Partners advisors by city in Colorado
Every firm in Colorado →Uniting Wealth Partners advisors in Colorado, A to Z
Search by name →- Richard A. DoughertyDenver · Certified Financial Planner
- Alecia B. Fisher DoughertyDenver
- Rick M. HadravaDenver
- Aaron J. JurgensmeyerDenver
- John J. KazanjianDenver
- Kyle KirkDenver · Certified Financial Planner
- Randy S. KoontzDenver
- Ben R. McLintockDenver · Certified Financial Planner
- Kip C. NicholsDenver
- Scott H. ShepherdDenver
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Uniting Wealth Partners in other states
Questions
How many Uniting Wealth Partners financial advisors are in Colorado?
10 investment adviser representatives are registered at Uniting Wealth Partners offices in Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 17 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Where in Colorado does Uniting Wealth Partners have the most advisors?
Denver, with 10. Uniting Wealth Partners has advisors in 1 city in Colorado.
How do I check a Uniting Wealth 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 Uniting Wealth Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.