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AARON
FINRA#
4940388
First Name
Last Name
NEWMAN
Address
DENVER, CO
Firm
JANUS HENDERSON DISTRIBUTORS US LLC (DENVER, CO); JANUS HENDERSON DISTRIBUTORS US LLC (Denver, CO)
Aaron
FINRA#
6688095
First Name
Middle
T
Last Name
Burtzel
Address
LITTLETON, CO
Firm
THE LEADERS GROUP, INC. (LITTLETON, CO); THE LEADERS GROUP, INC. (Minneapolis, MN); TLG ADVISORS, INC. (Minneapolis, MN)
AARON
FINRA#
5666373
First Name
Middle
ERNEST
Last Name
CARLSON
Address
LOVELAND, CO
Firm
MONEY CONCEPTS CAPITAL CORP (LOVELAND, CO); MONEY CONCEPTS ADVISORY SERVICE (LOVELAND, CO)
Aaron
FINRA#
7021504
First Name
Middle
Michael
Last Name
Aragon
Address
DENVER, CO
Firm
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER, CO); TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (Littleton, CO)
AARON
FINRA#
7154866
First Name
Middle
JIN
Last Name
MCCULLOUGH
Address
Lone Tree, CO
Firm
CHARLES SCHWAB & CO., INC. (Lone Tree, CO)
AARON
FINRA#
6792978
First Name
Middle
DAVID
Last Name
SCHOBEL
Address
GREENWOOD VILLAGE, CO
Firm
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE, CO); FIDELITY BROKERAGE SERVICES LLC (PAYSON, AZ)
Aaron
FINRA#
5775535
First Name
Middle
Marshall
Last Name
Underwood
Address
FORT COLLINS, CO
Firm
J.P. MORGAN SECURITIES LLC (FORT COLLINS, CO)
AARON
FINRA#
5184979
First Name
Middle
GRANNER
Last Name
RIES
Address
STAMFORD, CT
Firm
JEFFERIES LLC (STAMFORD, CT); JEFFERIES LLC (NEW YORK, NY)
Aaron
FINRA#
3256565
First Name
Middle
Christopher
Last Name
Leonard
Address
Greenville, DE
Firm
EDWARD JONES (Greenville, DE); EDWARD JONES (Greenville, DE)
AARON
FINRA#
4314368
First Name
Middle
PIERCE
Last Name
SEVIGNY
Address
Bonita Springs, FL
Firm
UNITED PLANNERS’ FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (Bonita Springs, FL); UNITED PLANNERS’ FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (Bonita Springs, FL)

Important Links

Resources For Financial Advisor Seekers

Regulatory & Certification Bodies

The best advisors are certified through FINRA and SEC. Click the links to find out more.

Looking for a CFP Professional? Search our directory and verify credentials at CFP Board.

Financial Education and Resources

New to financial planning? Learn the terms they use on our glossary page. Also you can learn the basics at investor.gov

Understand different advisor fees with this guide from NAPFA.

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Industry Associations & Networks

Many of our advisors are members of FPA.

Explore fiduciary standards at The National Association of Personal Financial Advisors (NAPFA)

Comparison and Review Sites

Read client reviews on XY Planning Network or Fee-Only Network.

Blog or News Outlets Covering Financial advice

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