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Aivars Ziedins

MSFS, CFP®, ChFC,CLU

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Business Taxes, Estate...More

Financial Advisor serving Colorado and the surrounding communities.

Ziedins & Company, Ltd.

926 Utica Dr
Castle Rock, CO 80108-8300
(303) 663-1735

MEMBER03 MEMBER03

CFP®

Specialties: Banking, Bankruptcy, Business Taxes, Corporate Finance

Commission and Fee Financial Advisor serving Colorado and the surrounding communities.

DO NOT DELETE Due to AUDIT REASONS "Past President"

456 Main St
Denver, CO 80111

DO NOT DELETE Due to AUDIT REASONS "Past President"

318 9th Street
Newell, SD 57760
(800) 333-4444
(333) 444-5555
CONNECT WITH MEMBER03
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Derek M. Tuz

CFP®, ChFC®, CWS®

Owner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Colorado and the surrounding communities.

Aegis Financial Partners

8055 East Tufts Ave, Suite 14000
Denver, CO 80237

Aegis Financial Partners

1510 28th Street, Suite 100
Boulder, CO 80303

Aegis Financial Partners

1560 Alpine Ct
Erie, CO 80516

Lori J. Miller

CFP®, M.S.

Registered Principal/Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Colorado and the surrounding communities.

LPL Financial

9949 E. Kansas Ave
Aurora, CO 80247

LPL Financial

5251 DTC Parkway
Greenwood Village, CO 80111

Don C. Leander

CFP®, RFC, CSA

Principal

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning,...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Financial Planning Strategies

6645 Delmonico Blvd., Suite 101
Colorado Springs, CO 80919
(800) 375-9850
(719) 266-5335

Susan Strasbaugh

CFP®, EA, AIF

Owner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Strasbaugh Financial Advisory, Inc.

8580 Scarborough Dr, Ste 145
Colorado Springs, CO 80920
(719) 265-4600

Brian J. Mitchell

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving Colorado and the surrounding communities.

1377 Castlepoint Circle
Castle Pines, CO 80108
(303) 478-7597

Robert J. Pyle

CFP®, CFA, AEP®, MBA

President

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Diversified Asset Management, Inc.

1113 Spruce St
Boulder, CO 80302-4001
(303) 440-2906
CONNECT WITH Robert
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Allan S. Roth

CFP®, CPA, MBA

Columnist/Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Colorado and the surrounding communities.

Wealth Logic, LLC

31 N. Tejon St, Ste 306
Colorado Springs, CO 80903
(719) 955-1001

Brian W. Little

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities,...More

Commission and Fee Financial Advisor serving Colorado and the surrounding communities.

Financial Solutions of Colorado

7035 Campus Drive, Suite 911
Colorado Springs, CO 80920
(719) 528-8115

Steven R. Smith

JD, CFP®

Principal

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Employee...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

RightPath Investments & Financial Planning, Inc.

PO Box 208
Frisco, CO 80443-0208
(970) 668-5525

Sharla D. Rountree

CFP®

Owner

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities,...More

Commission and Fee Financial Advisor serving Colorado and the surrounding communities.

Personal Benefit Financial

870 Kipling St, Ste A
Lakewood, CO 80215
(303) 238-5123

Thomas C. Stefaniak

CFP®

Wealth Advisor

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Estate Planning...More

Commission and Fee Financial Advisor serving Colorado and the surrounding communities.

Pinnacle Wealth Management

2696 S Colorado Blvd, Ste 430
Denver, CO 80222
(303) 806-0988

Craig A. Arfsten

CFP®

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Prosperion Financial Advisors

8400 E Prentice Ave, Ste 1125
Greenwood Village, CO 80111
(303) 586-9424

Eileen M. Sharkey

CFP®

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement

Financial Advisor serving Colorado and the surrounding communities.

Sharkey, Howes & Javer, Inc.

720 S Colorado Blvd, Ste 600 South Tower
Denver, CO 80246-1904
(800) 557-9380
(303) 639-5100

Paul F. Staib

CFP®, MBA

Principal

Specialties: Attending College, Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Staib Financial Planning, LLC

10082 Fairgate Way
Highlands Ranch, CO 80126

Staib Financial Planning, LLC

9233 Park Meadows Drive
Lone Tree, CO 80124
(303) 887-9633

Andrea K. Berry

CFP®

Principal

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Flatiron Financial Planning

3080 6th St
Boulder, CO 80304-2506
(720) 378-6567

David G. McMillan

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Caledonia Wealth Management

1260 Yellow Pine Avenue
Boulder, CO 80304
(720) 239-1260

Robert L. Holland, Jr.

CFP®

CERTIFIED FINANCIAL PLANNERâ„¢, Practitioner

Specialties: Comprehensive Financial Planning, Attending College, Annuities, Asset Allocation, Career...More

Commission and Fee Financial Advisor serving Colorado and the surrounding communities.

Holland Financial Inc.

355 S. Teller Street, Suite 200
Lakewood, CO 80226-7931
(303) 231-1017
CONNECT WITH Robert
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Edward Leone, Jr.

CFP®, RFC, DMD, MBA

Intern

Specialties:

Financial Advisor serving Colorado and the surrounding communities.

Leone Personal & Investment Planning LLC

PO Box 21039
Denver, CO 80221
(303) 478-6793

Gregory P. Seal

CFP®,MBA,CIMC®,CIMA®

President

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation,...More

Commission and Fee Financial Advisor serving Colorado and the surrounding communities.

Seal Financial Services, Inc.

730 17th St., Ste. 107
Denver, CO 80202
(303) 671-9777

Christopher D. Long

CFP®, CFA

Branch Manager

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving Colorado and the surrounding communities.

Breglio, Long & Associates

2438 Research Pkwy, Ste 205
Colorado Springs, CO 80920
(719) 694-8002
CONNECT WITH Christopher
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Sara Gardner

CFP®

Wealth Advisor

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving Colorado and the surrounding communities.

EP Wealth Advisors

8081 Shaffer Pkwy, Suite 4
Littleton, CO 80127
(303) 225-8400

Frederick H. Cron

CFP®, ChFC

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Financial Advisor serving Colorado and the surrounding communities.

Cron Financial Services

6431 E Long Ave
Centennial, CO 80112-2428
(303) 771-3710

Donald O. Dority

CPA/PFS, CFP®, APMA®

President and CCO

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Narrow Path Financial Inc

5313 N County Rd 11
Fort Collins, CO 80524
(970) 219-0936

David A. Estabrook

CFP®

Registered Principal

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Colorado and the surrounding communities.

Raymond James Financial Services, Inc.

383 Inverness Pkwy, Ste 310
Englewood, CO 80112
(877) 558-8990
(303) 858-8990
CONNECT WITH David
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Laura A. Combs

CFP®

Client Advisor & Branch Manager

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Mercer Advisors

2595 Canyon Blvd, Ste 320
Boulder, CO 80302
(800) 525-0961
(720) 458-4337
CONNECT WITH Laura
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Todd S. Smith

CFP®

President & CEO

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Colorado and the surrounding communities.

Level 5 Financial, LLC

4740 Flintridge Dr, Ste 220H
Colorado Springs, CO 80918
(719) 323-1240

Sean F. Curley

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning,...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Retirement Planning Specialists, LLC

5460 S Quebec St, Ste 333
Greenwood Village, CO 80111
(888) 771-5406
(303) 771-3088
CONNECT WITH Sean
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Jeanette Beatty

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Getting...More

Commission and Fee Financial Advisor serving Colorado and the surrounding communities.

Elevations Credit Union

4760 Baseline Road, Unit A
Boulder, CO 80301
(303) 247-8893