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Qualifications of Financial Advisor in Littleton

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 Littleton, Colorado
Financial Advisor Office Location Phone Number
Phil Wilson,
Financial Engines Advisors, LLC
10012 Commons Street,
Lone Tree, CO  80124
(303) 799-4565
Stephen Gordon,
Cornerstone Asset Management
One DTC 5251 DTC Parkway,
Greenwood Village, CO  80111
(303) 779-2524
Herb White, CFP®,
Life Certain Wealth Strategies
8400 E Prentice Ave.,
Greenwood Village, CO  80111
(303) 793-3999
Mark Starosciak CERTIFIED FINANCIAL PLANNER™,
Infinium Investment Advisors
50 South Steele Street #830,
Denver, CO  80209
(720) 253-1818
Martin Walsh,
Brown and Company
1700 Broadway,
Denver, CO  80290
(303) 863-7112
Claire Mork,
Financial Engines Advisors, LLC
1885 W. 120th Avenue,
Westminster, CO  80234
(303) 280-0626
Phil Wilson,
Financial Engines Advisors, LLC
5134 North Nevada Avenue Suite 140,
Colorado Springs, CO  80918
(719) 594-6800
Claire Mork,
Financial Engines Advisors, LLC
1635 Foxtrail Drive,
Loveland, CO  80538
(303) 280-0626

Information on Qualified Financial Advisors in Littleton

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).



Qualifications CRD# 2714986
Series 7, 24, 63, 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee, Hourly


Office Location One DTC 5251 DTC Parkway,
Suite 990,
Greenwood Village,
CO 
80111
Phone Number (303) 7792524

About Cornerstone Asset Management

Cornerstone Asset Management is an independent financial services firm based in Denver, Colorado. We operate as a branch office of Securities America, Inc.member FINRA/SIPC. We specialize in comprehensive financial planning and dynamic asset allocation strategies. Whatever your needs may be - portfolio management, retirement planning, estate planning, risk management, money management or educational planning -we offer strategies that are consistent with your unique values, goals and financial objectives. We provide a variety of portfolio management solutions including our Active Tactical Asset Allocation Modeling system. Our Investment Advisory Services are offered through CUE Financial Group, Inc., a SEC Registered Investment Advisor. Our mission at Cornerstone Asset Management is to provide exceptional service and to help our clients reach their goals for the reasons that are most important to them.



Qualifications CRD# 3125223
FirmCRD# 421
Series 4, 7, 24, 63, 65

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


Office Location 8400 E Prentice Ave.,
Suite 715,
Greenwood Village,
CO 
80111
Phone Number (303) 7933999

. Herb White is founder and president of Life Certain Wealth Strategies. He is a Certified Financial Planner™, a respected speaker and author with a B.A. in Economics and a Masters in Business Administration. Herb’s mission is to help clients build and maintain wealth and assist them in achieving their financial goals by using time tested strategies and providing objective financial guidance. Herb is committed to helping his clients understand their investment options and alternatives. With nearly 20 years of financial planning experience, Herb has been featured numerous times on Denver television stations KUSA (channel 9), KMGH (channel 7), KCNC (channel 4), and KDVR (channel FOX 31). His financial articles and quotes have appeared locally and nationally in publications including: Accounting Today, Denver Business Journal, National Underwriter, Northern Colorado Business Report, American Banker, 5280 Magazine, Advisor Today, Investment News and many others. Herb is a member of The Financial Planning Association, The National Association of Insurance and Financial Advisors and he has the professional designations Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Certified Financial Planner™ (CFP), and Series 4, 7, 24, 63, and 65 securities licenses. His personalized advisory services include: Comprehensive Financial Planning, Stock Option Exercise Planning, Pre and Post Retirement Income Distribution Planning and Risk Management Strategies. Securities and Investment Services offered through Woodbury Financial Services member FINRA, SIPC and a Registered Investment Advisor. Life Certain Wealth Strategies and Woodbury Financial Services are not affiliated entities.

About Life Certain Wealth Strategies

When your life savings are at stake, you need advice you can trust. You need a financial advisor who is objective; someone who is not paid more to sell you one product rather than another. You need a relationship with a firm that promises always to put your interest first, a firm with proven experience and the right credentials. Life Certain Wealth Strategies, LLC. offers you all this and much more.



Qualifications CRD# 4018163
FirmCRD# 149123
Series 65


Office Location 50 South Steele Street #830,
Denver,
CO 
80209
Phone Number (720) 2531818

Mark is a CERTIFIED FINANCIAL PLANNER™ in Denver and the founder of Infinium Investment Advisors, LLC. He earned his undergraduate and MBA from the University of Michigan and focuses primarily on partnering with investors in the Technology industry and advising them on personal financial planning and investment management strategies. Mark is the past president of the Denver Business Series and co-founder of The Bacchanalian Society of Denver.

About Infinium Investment Advisors

Like many start-up businesses, Infinium Investment Advisors was born out of two driving forces: to build a better mouse trap to deliver personal financial services, and to fix the problems prevalent in the industry today. In 2008, founder Mark Starosciak had spent a decade with Merrill Lynch as a financial advisor to dozens of families. A little thing called the Great Recession came along and brought down Wall Street giants such as Bear Sterns, Lehmann Brothers, and Merrill Lynch (until Bank of America saved them). Although the large Wall Street firms had years of history and succcess behind them, their purpose had slowly been lost to the endless pursuit of fees and bottom-line financial results. The legacy of "Firm first, client second," that got those stalwarts into trouble still exists. The recent examples of Wells Fargo, Morgan Stanley, and others remind us that there is plenty of room for objective and unbiased financial advice in a sea of just the opposite. We invite you to learn more about us and our mission to deliver valuable, low-cost financial advice to Technology investors, executives & entrepreneurs.



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# 5047897
FirmCRD# 104510
Series 6, 63, 65

Compensation/Fee I am a Fee-Based financial professional


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

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# 2144263
FirmCRD# 104510
Series 6, 26, 63, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 5134 North Nevada Avenue Suite 140,
Colorado Springs,
CO 
80918
Phone Number (719) 5946800

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® 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).



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

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).



List of Additional Financial Advisors in or around Littleton, Colorado
Peak Planning Group, LLC Greenwood Village, CO
Colorado Financial Advisors Greenwood Village, CO
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