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For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.

Sort By: A-Z | Minimum Investable Assets
Contact
Ali Barghelame, CFP®

Barghelame Wealth Advisors

4600 S Ulster St Ste 1200
Denver, CO 80237-2898
View on Map
(303) 300-4314

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning

Contact
Robert A. Farris, CFP®

Wells Fargo Advisors

3200 Cherry Creek South Dr Ste 100
Denver, CO 80209-3245
View on Map
(303) 248-0875

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Education Planning, Employee and Employer Plan Benefits, Investment Management, Retirement Income Management

Contact
Matthew LaMarche, CFP®

UBS Financial Services, Inc.

370 17th St Ste 4100
Denver, CO 80202-5697
View on Map
(303) 820-5014

Compensation Method: Commission and Fee
Minimum Investable Assets: $1,000,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Banking, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning

Contact
Deborah S. Wilson, CFP®

LPL Investments Inc

700 W 39th Ave
Denver, CO 80216-4804
View on Map
(720) 855-4128

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Diane L. Alexander, CFP®

Anderson & Whitney PC

5801 W 11th St Ste 300
Greeley, CO 80634-4813
View on Map
(970) 352-7990

Compensation Method: Commission and Fee
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Accounting, Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Investment Management

Contact
Holly M Baroway, CFP®

Stifel Nicholaus

201 Columbine St Ste 250
Denver, CO 80206-4749
View on Map

Compensation Method: Commission and Fee
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Michael V. Robben, CFP®

UBS

10375 Park Meadows Drive
Suite 400
Littleton, CO 80124-6736
View on Map
(303) 267-3024

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Banking, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Estate Planning

Contact
Eugene E. Duhamel, CFP®

Independent Contractor

8440 Federal Blvd
Westminster, CO 80031-3850
View on Map
(303) 657-7306

Compensation Method: Commission and Fee
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: General Financial Planning, Retirement Planning

Contact
Susan B. Haupt, CFP®

Fidelity Investments

281 E Flatiron Crossing Dr
Broomfield, CO 80021-8029
View on Map
(303) 469-1104

Compensation Method: Salary
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
John D. Weidenfeller, CFP®

Modern Woodmen Fraternal Financial

512 Wilcox St Ste C
Castle Rock, CO 80104-1737
View on Map
(303) 993-8960

Compensation Method: Commission Only
Minimum Investable Assets: $200,000
Languages: Spanish, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Richard J. Rogers, CFP®

CPFA LLC

5299 DTC Blvd.
Ste 320
Greenwood Village, CO 80111-3323
View on Map
(303) 770-0154

Compensation Method: Fee Only
Minimum Investable Assets: $750,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning

Contact
Patricia Brown Kummer, CFP®

Kummer Financial Strategies, Inc

8871 Ridgeline Blvd
Ste 100
Highlands Ranch, CO 80129-2433
View on Map
(303) 470-1209

Compensation Method: Commission and Fee
Minimum Investable Assets: $200,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, Elder Care, Estate Planning, Insurance Planning, Intergenerational Planning

Contact
Theresa A. Kurtenbach, CFP®

Financial Solution Advisors Corp

6160 S Syracuse Way Ste 230
Greenwood Village, CO 80111-4753
View on Map
(720) 488-2616

Compensation Method: Commission and Fee
Minimum Investable Assets: $25,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Kevin P Scott, CFP®

Brown & Tedstrom, Inc.

1700 Broadway
Suite 500
Denver, CO 80290-1700
View on Map
(303) 863-7231

Compensation Method: None Provided
Minimum Investable Assets: $2,000,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
David M. Anthony, CFP®

Anthony Capital, LLC

11001 W 120th Ave Ste 400
Broomfield, CO 80021-3493
View on Map
(303) 734-7178

Compensation Method: None Provided
Minimum Investable Assets: ($100,000,249,000)
Languages: Spanish, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, Elder Care, Estate Planning, Healthcare Planning, Insurance Planning

Contact
Laura A. Combs, CFP®

Mercer Global Advisors Inc.

2595 Canyon Blvd Ste 220
Boulder, CO 80302-6744
View on Map
(800) 525-0961

Compensation Method: Fee Only
Minimum Investable Assets: $300,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Women's Finances, Young Professionals

Contact
Nancy A. Higgins, CFP®

Nancy A. Higgins

1030 Parthenon Pl Ste A
Lafayette, CO 80026-2762
View on Map
(303) 543-1219

Compensation Method: Fee Only
Minimum Investable Assets: $10,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Budget Development, Debt Management, Elder Care, General Financial Planning, Real Estate

Contact
Kevin S. Hogue, CFP®

UBS Financial Services

370 17th St.,
Suite 4100
Denver, CO 80202-5697
View on Map
(303) 820-5119

Compensation Method: None Provided
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Charitable Giving, Comprehensive Financial Planning, Debt Management, Divorce Issues, Education Planning, Estate Planning, Investment Management

Contact
Raquel S. Hinman, CFP®

The Wealth Conservancy

1525 Spruce Street
Suite 300
Boulder, CO 80302-4258
View on Map
(303) 444-1919

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Charitable Giving, Estate Planning, General Financial Planning, Intergenerational Planning, Investment Planning, LGBT Individuals and Couples, Life Planning

Contact
Douglas G. Turner, CFP®

Forward Financial Strategies

6000 Greenwood Plaza Blvd Ste 100
Greenwood Village, CO 80111-4817
View on Map
(303) 243-5700

Compensation Method: Commission and Fee
Minimum Investable Assets: $500,000
Languages: French, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

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

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