The following organizations can be contacted to "check up" on us or any advisor you consider engaging.
- Certified Financial Planner Board of Standards - (303) 759-4900
- Financial Planning Association of Colorado - (303) 377-5760
- Financial Industry Regulatory Authority (FINRA) - (303) 446-3100
- Securities & Exchange Commission (SEC) - (303) 844-1000
- Colorado Division of Securities - (303) 894-2320
- Colorado State Division of Insurance - (303) 894-7490
- Denver/Boulder Better Business Bureau (BBB) - (303) 758-2100