wiseradvisor

Financial Advisor in Fort Collins, Colorado

WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Alabama. 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
Edelman Financial Engines, LLC
1635 Foxtrail Drive,
Loveland, CO  80538
(303) 280-0626
Wendy Martinez
Edelman Financial Engines, LLC
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
Edelman Financial Engines, 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 Fee Based Only - No Commissions


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

Joined Edelman 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 Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 6847664
FirmCRD# 104510
Series 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 1885 W. 120th Avenue,
Suite 800,
Westminster,
CO 
80234
Phone Number (303) 2800626

Joined Financial Engines in 2014. Began her career in the financial services industry in 1996. Successfully completed the Series 65 examination administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Attended Metropolitan State University. Married to Philip. They have one child, Jakobie. She enjoys spending free time with her family. She also enjoys reading, yoga, hunting for vintage items, camping in the mountains and DIY projects with her husband.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



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 Fee Based Only - No Commissions


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

Joined Edelman 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 (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 Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



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