Ft. Collins, CO Office

Team
Updated today

Client AUM

$41,094,843,456

Clients

71,990

Advisors

2

Of 4,620 advisors across 968 offices

Location

155 E Boardwalk Dr, Suite 250

Ft. Collins CO 80525

Advisors at this office

2

Advisors at this office

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John H

CFP®, Series 63, Series 65

Ft. Collins, CO

Equitable Advisors

John Heddens is a CFP® professional with 40 years of industry experience, currently serving with Equitable Advisors since 1999. He previously worked with Axa Advisors, LLC from 1999 to 2020. Outside of his advisory role, Heddens is involved in managing rental properties and holds a secretary position with a professional office park owners association in Ft. Collins, CO. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm employs a hybrid referral and implementation model, working with multiple asset managers and offering both advisory and brokerage channels.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Max S

Series 66

Ft. Collins, CO

Equitable Advisors

Max Shaffer is a financial advisor with Equitable Advisors in Ft. Collins, CO, holding a Series 66 designation and 12 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked at Axa Advisors, LLC. Shaffer also served in the U.S. Army Reserves from 2014 to 2022. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, brokerage, insurance distribution, and access to third-party asset management programs, operating through various program sponsors and endorsed third-party managers.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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