Top life insurance needs analysis financial advisors in Cañon City, CO

Andrew Hahn is a financial advisor with Hahn Financial Services, LLC in Canon City, CO, holding the ChFC® designation and Series 63 license, with 27 years of industry experience. His career includes roles at Hahn Financial Services, Inc., Global Financial Private Capital, LLC, and LPL Financial. Hahn dedicates a significant portion of his time to offering fixed indexed annuities and various life insurance policies. Hahn Financial Services, LLC provides asset management and financial planning to individuals as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and deferred compensation plans. The firm emphasizes long-term investment strategies, including asset allocation and dollar-cost averaging, with ongoing discretionary portfolio reviews to maintain alignment with clients’ objectives and risk tolerance.

Janice Graham is a Series 66 licensed advisor with Cetera, bringing nine years of industry experience. She has prior experience at Avantax Insurance Agency and Avantax Investment Services and serves as president of Graham & Associates CPAs PC, a tax preparation and accounting firm. She is also actively involved as a fiduciary trustee and court-appointed conservator managing trusts and minor conservatorships. Cetera Investment Advisers LLC is a large SEC-registered adviser supporting individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform that offers a range of portfolio management and advisory services. The firm enables advisors to implement various investment strategies with discretionary and non-discretionary options across multiple program structures and custodial relationships.

Bradford Knifong is a financial advisor at Edward Jones with 10 years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2015. Outside of his advisory role, Knifong serves as a school board member for the Fremont RE-2 School District and is the junior high boys’ head basketball coach in Florence, Colorado. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory and investment solutions. The firm manages over $1 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Jeffrey Reish is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Raymond James and affiliated firms since 2003. He is also the owner of Sangre de Cristo Financial, a support company involved in financial planning and asset management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals while maintaining specialized municipal and employer advisory services.

Philip Brown is a financial advisor with LPL Financial, holding Series 65 and Series 66 credentials and bringing 24 years of industry experience. He has been with LPL Financial since 2010. Brown operates a non-variable insurance business under the name Phil Brown Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides various advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of investment adviser representatives.

Aden Partee is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Foundations Investment Advisors LLC with two years of industry experience. His prior roles include positions at JEHM Wealth & Retirement, Alloy Investment Management, and LPL Financial. Outside of finance, he has work experience in the retail and service industries, including multiple years at Chick-fil-A. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis in its investment approach and offers services through a large network of affiliated offices and representatives.

Don Larson is the principal advisor at Larson Wealth Management, LLC in Mesa, Arizona, holding a CFP® designation along with Series 63, 65, and 66 licenses and bringing 20 years of industry experience. He previously worked at Steele Larson Advisors, LLLP for seven years before founding Larson Wealth Management in 2011. Outside of advisory services, he owns and manages a bookkeeping and tax preparation business and serves as secretary and treasurer for AEM International (US) Ltd. Larson Wealth Management provides investment supervisory and consulting services to a diverse client base, including high-net-worth individuals, family offices, corporate and Taft-Hartley employee benefit plans, and charitable organizations. The firm employs customized strategic asset allocations across various equity and fixed income securities, emphasizing mutual funds and ETFs, and offers both discretionary and non-discretionary portfolio management with regular reviews.

Malissa Mc Nanna is a financial advisor with Black Knight Wealth Management, LLC and holds a Series 65 designation. She has four years of industry experience and has previously worked at Optivise Advisory Services, LLC, OnPointe Advisory and Financial Services LLC, and Vision Advisors, Inc. Outside of her advisory role, she is involved with Vision Advisors, Inc., where she recruits agents, conducts product training, and provides sales support for annuity and life insurance products. Black Knight Wealth Management serves individual and high-net-worth clients by offering portfolio management, financial planning, and coordination with other professional advisors. The firm employs a range of investment strategies and prepares individualized Investment Policy Statements, managing accounts primarily on a discretionary, asset-based basis while reviewing portfolios monthly.

Gregory Smarr is a financial advisor with Smarr Financial Services Inc. in Atlanta, GA, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has led his independent firm since 2004. Outside of his advisory work, he is licensed to sell various insurance products including life, fixed annuities, and property and casualty insurance through multiple carriers. Smarr Financial Services, Inc. provides financial planning and investment supervisory services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a fundamental investment approach combining long-term buy-and-hold strategies with selective short-term trading, managing a diverse portfolio that includes equities, mutual funds, ETFs, REITs, fixed income, alternatives, and options.

Jacob Binner is a financial advisor at BinnerInvestments with four years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fidelity, Merrill Lynch, and E*Trade Securities. BinnerInvestments provides ongoing portfolio management and standalone financial planning for individual and high-net-worth clients. The firm’s investment approach combines multiple analytical methods to construct diversified portfolios and typically manages discretionary assets while delivering quarterly reports and written investment policy statements.