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5 advisors near 81625
Out of 400,000+ nationwide
Nicholas C
Series 66
Craig, CO
Edward Jones
Nicholas Clossman is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to this, he served in the Air Force from 2014 to 2017. He is also involved with Onix Defensive, a role he has held since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.
Nicole B
CFP®, Series 66
Craig, CO
RBC Capital Markets
Nicole Bailey is a CFP® designated financial advisor with RBC Capital Markets, where she has worked since 2018. She has seven years of industry experience, including prior roles at Associa and Hammersmith Management, LLC. Bailey serves as a committee member for the Community Associations Institute Colorado Legislative Action Committee and is a director and treasurer on the board of the Lower Downtown Neighborhood Association. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides financial planning and portfolio management services to a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies implemented through a combination of in-house and third-party managers, featuring options for tax management and responsible investing.
Kevin P
Series 66
Craig, CO
Edward Jones
Kevin Peck is a financial advisor with Edward Jones in Craig, Colorado, holding a Series 66 designation and 12 years of industry experience, all with Edward Jones since 2014. He is also a shareholder in Yampa Valley Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and investment strategies under a fiduciary standard, supported by extensive affiliated capabilities beyond traditional advisory services.
Justin K
Series 63, Series 65, Series 66
Craig, CO
LPL Financial
Justin Kawcak is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 13 years of industry experience. Prior to joining LPL in 2019, he worked at FBL Marketing Services and Mountain West Farm Bureau. He is also a public notary for the state of Colorado. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and accommodates both advisory and brokerage needs.
Bryan L
Series 63, Series 66
Craig, CO
Edward Jones
Bryan Ludgate is a financial advisor at Edward Jones with 22 years of industry experience. He has maintained his role at Edward Jones since 2003 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.
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5 advisors near 81625
Out of 400,000+ nationwide