Top financial advisors in Loveland, CO
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're managing your finances in Loveland, CO, you might face unique challenges due to the state's flat income tax structure, which simplifies some tax planning but requires careful attention to other details. A common mistake is assuming that tax strategies from progressive-tax states apply here without adjustment.
- Flat tax implications. Ask how they adapt strategies to Colorado's single-rate income tax, rather than relying on multi-bracket approaches.
- Local market knowledge. Confirm their familiarity with Loveland's economic environment and how it affects investment and retirement planning.
- Experience level. Inquire about their years of advising clients in Colorado to ensure they understand state-specific regulations and opportunities.
- Fee structure clarity. Discuss how their fees are structured, especially if they offer flat-fee options, to understand the cost of ongoing advice.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Elizabeth Y
Series 66
Loveland, CO
Thrivent Investment Management
Elizabeth Yenni is positioned to assist clients in Loveland, CO, with business ownership considerations, supported by her Series 66 designation and affiliation with Thrivent Investment Management, a large firm offering dedicated planning services. Although new to advisory work, her background includes diverse industry roles and consulting on clean energy projects, which may provide a broader perspective compared to other advisors in the area.
Experience: 1 year
Avg account: $162,801
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John R
Series 66
Loveland, CO
Edward Jones
John Rothones offers wealth management and tax-loss harvesting expertise tailored to Loveland's financial landscape, supported by 18 years of industry experience and a Series 66 license. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he provides access to extensive resources and a broad advisory network, with fees up to 1.35% annually, distinguishing him from smaller local advisors.
Experience: 19 years
Avg account: $246,728
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Paul H
Series 63
Loveland, CO
LPL Financial
Paul Hummel's 37 years of experience and Series 63 designation equip him to navigate Colorado's flat income tax landscape effectively, especially for business owners seeking retirement plans like SEP and solo 401(k). Operating through LPL Financial, a large firm with extensive resources, he offers flat-fee financial planning and serves a diverse client base, distinguishing him from advisors with smaller practices or different fee structures.
Experience: 37 years
Avg account: $399,489
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William T
Series 63, Series 65, Series 66
Oceanside, CA
OSAIC
William Tychsen II offers 30 years of experience in Loveland, CO, with expertise in retirement and business succession planning, well-suited for navigating Colorado's flat income tax environment. Affiliated with Raymond James Financial, a large firm providing flat-fee and hourly options, he serves diverse clients including business owners and retirees, distinguishing him through extensive local knowledge and flexible fee structures.
Experience: 30 years
Avg account: $398,336
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Christa B
CFP®, Series 66
Loveland, CO
Wells Fargo Clearing
Christa Bouchard, a CFP® with seven years of experience in Loveland, CO, is well-equipped to navigate Colorado's flat income tax environment through her role at Wells Fargo Clearing, a large firm known for retirement plan consulting and diverse investment options. Her flat-fee structure and focus on high-net-worth clients differentiate her from others by offering transparent costs and specialized services tailored to affluent individuals.
Experience: 8 years
Avg account: $475,575
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