Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Ken A

Series 66

Greenwood Village, CO

LPL Financial

Ken Asay is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He has been with LPL Financial since 2019 and previously worked for Friendship Haven, Inc. from 2016 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Michael K

Series 66

Greenwood Village, CO

LPL Financial

Michael Kwak is a financial advisor with LPL Financial in Greenwood Village, CO. He holds a Series 66 designation and has 25 years of industry experience, including over two decades at Linsco Private Ledger. His other business activities include outside sales of non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with investment options supported by LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Emily T

Series 66

Greenwood Village, CO

LPL Financial

Emily Tarletsky is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. She has also worked at pi Wealth Management since 2020 and has prior experience with the Crohn's & Colitis Foundation and the Arapahoe Library District. In addition to her advisory work, she is a commissioned notary in Greenwood Village, Colorado. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing research and model portfolios from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Daniel W

CFP®, Series 63, Series 65

Greenwood Village, CO

LPL Financial

Daniel Whitehead is a CFP® professional with 27 years of industry experience, currently serving at LPL Financial since 2010. Based in Greenwood Village, CO, he holds Series 63 and Series 65 licenses and also works part-time as a tax preparer. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

College savings (529s, UTMA, etc.)
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")