Home > Financial Advisors > Colorado > Fort Collins

Find Top Financial Advisors in Fort Collins


WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Fort Collins. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisor in Fort Collins

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Financial Advisors in Fort Collins, Colorado
Financial Advisor Office Location Phone Number
Claire Mork,
Financial Engines Advisors, LLC
1635 Foxtrail Drive,
Loveland, CO  80538
1885 W. 120th Avenue,
Westminster, CO  80234
(303) 280-0626
Martin Walsh,
Brown and Company
1700 Broadway,
Denver, CO  80290
(303) 863-7112
Phil Wilson,
Financial Engines Advisors, LLC
10012 Commons Street,
Lone Tree, CO  80124
(303) 799-4565

Information on Qualified Financial Advisors in Fort Collins

Qualifications CRD# 5047897
FirmCRD# 104510
Series 6, 63, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 1635 Foxtrail Drive,
Suite 125,
Loveland,
CO 
80538
Phone Number (303) 2800626

Office Location 1885 W. 120th Avenue,
Suite 800,
Westminster,CO  80234

Joined Financial Engines in 2009. Began her career in the financial services industry in 2006. Successfully completed the Series 6, 63, and 65 examination(s) administered by FINRA. Earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) and the Certified Fund Specialist (CFS®) certification(s). Bachelor's degree in Business Administration from the University of Colorado in Boulder. Married to Joshua. They have two children.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 5398190
FirmCRD# 6413
Series 7, 63

Compensation/Fee I am a fee-based financial professional, Based on Assets


Office Location 1700 Broadway,
Suite 500,
Denver,
CO 
80290
Phone Number (303) 8637112

Martin joined Brown and Company, Inc. in 2015 to help lead business development and client acquisition efforts. He is also actively involved with investment research and due diligence, chairing Brown and Company's Investment Committee. Not quite a Colorado native, Martin moved to Colorado in 1995 with his family, attending Kent Denver School. While in high school, he quickly grew to love the mountains, Colorado sunshine, and the Denver Broncos. Martin graduated with a Bachelor's degree from Georgetown University and an MBA from Yale School of Management. Working for Goldman Sachs in San Francisco after business school, Martin left the firm to return to Colorado in 2011. Martin and his wife Jessica live close to Denver with their two young children, Eleanor and Patrick. In his free time, Martin loves to run, ski and play ice hockey. Martin remains active in the Denver community, serving on the board of the Denver Botanic Gardens Endowment and the advisory board of Colorado Uplift

About Brown and Company

Brown and Company, Inc. is a nationally recognized, private wealth management firm specializing in comprehensive financial planning and independent investment advice. Focused on individual families, Brown and Company has been providing strategic financial guidance to help manage the wealth of unique clients just like you since 1988.



Qualifications CRD# 2144263
FirmCRD# 104510
Series 7, 9, 10, 63, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 10012 Commons Street,
Suite 108,
Lone Tree,
CO 
80124
Phone Number (303) 7994565

Joined Financial Engines in 2017. Began his career in the financial services industry in 1993. Successfully completed the Series 7, 9, 10, 63, and 66 examination(s) administered by FINRA. Earned the Certified Financial Planner TM (CFP) certification(s). Bachelor or Arts in Business Administration from Hanover College. Married to Wenda for 25 years. They have two children, Oliver and Mason and two dogs, Gomer and Earnest T. Phil enjoys bike riding, camping and trail motorcycle riding in his free time.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Talk to an advisor
  • Find pre-screened advisors
  • Review matched profiles
  • Receive free consultation


Are You A Financial Advisor
in Colorado?

Grow your AUM with pre-qualified leads!

join-wiseradvisor-