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John R

Series 65

Denver, CO

Aptus Financial, LLC

John Ramsey is a financial advisor with Aptus Financial, LLC in Denver, CO. He holds a Series 65 credential and has one year of industry experience. Prior to joining Aptus Financial, he worked at TransUnion and SAS Institute. Aptus Financial provides flat-fee financial planning and advisory services to individuals, trusts, charitable organizations, and employer-sponsored defined-contribution plans. The firm focuses on financial planning rather than discretionary portfolio management, emphasizing passive, long-term indexing, simple asset allocation, and client education through regular reviews and targeted programs.

Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Self-Employed Founder/Business Owner Doctor or Medical Professional
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