Wendi  Strom,  CFP<sup>&reg;</sup> - Financial Advisor

Wendi Strom, CFP®

Financial Advisor

LOTUS Financial Partners

550 S WADSWORTH BLVD, Suite B-100
LAKEWOOD, CO 80226
FINANCIAL ADVISOR'S WEBSITE
(303) 756-2062

General

Wendi Strom is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at LOTUS Financial Partners in LAKEWOOD, CO and the surrounding communities.

Financial Advisor Overview

Specializing in guidance and support for women in transition.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

Cambridge Investment Research, Inc.

Broker-Dealer Disclaimer

Securities and financial planning offered through Lincoln Financial Securities. Member FINRA/SIPC. Lincoln Financial Securities and LOTUS Financial Partners are not affiliated.

Financial Advisor's Specialties

Comprehensive Financial Planning, Annuities, Career Change, Investment Management, Getting Divorced, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources