Fort Collins, CO E Horsetooth Rd. Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

3

Of 3,908 advisors across 2,203 offices

Location

375 E Horsetooth Rd., #3 203

Fort Collins CO 80525

Advisors at this office

3

Advisors at this office

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Ty B

Series 66

Fort Collins, CO

Cambridge Investment Research Advisors

Ty Bailey is a Series 66-credentialed financial advisor with 24 years of industry experience. He has been with Cambridge Investment Research Advisors since 2013. Outside of his advisory role, he serves as a board member for the Governors Ranch Home Owners Association in Greeley, CO. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals utilizing a range of portfolio management strategies and platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Joseph L

Series 66

Fort Collins, CO

Cambridge Investment Research Advisors

Joseph Lloyd is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. He holds the Series 66 designation and has been with Cambridge since 2013. Outside of his advisory work, he is involved in managing his family's rental properties. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of investment solutions, including proprietary and third-party model strategies, with both discretionary and non-discretionary implementation options tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Daniel B

Series 66

Fort Collins, CO

Cambridge Investment Research Advisors

Daniel Burnett is a financial advisor with Cambridge Investment Research Advisors in Fort Collins, CO, holding a Series 66 credential and 24 years of industry experience. He has been affiliated with Cambridge since 2013 and also leads Long Green Financial Planning, LLC. Outside of his advisory roles, he serves as vice-president of the board for the Ciclismo Youth Foundation, a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals utilizing a range of portfolio management and model-based solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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