Check the background of your financial professional on FINRA's BrokerCheck. This firm is an investment advisor and is domiciled in Colorado, is licensed by the Colorado Division of Securities, and is registered in KY, OH, TX, and AZ. This site has been published in the United States for residents of the United States. Persons mentioned on this site may only transact business in states in which they have been properly registered or are exempt from registration. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.
The content on this website is developed from sources believed to be providing accurate information. The information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided on this website are for general information and should not be considered a solicitation for the purchase or sale of any security.
*TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. We use Orion Advisor Services to provide advisory services. TD Ameritrade and Orion and the other entities linked on this website are separate and unaffiliated firms and are not responsible for each other’s services or policies. TD Ameritrade and Orion do not endorse or recommend any advisor.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Copyright 2019 Resource Design, Inc.