Business List: Financial Planner in United States

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Katie Garber - Thrivent 190 S La Salle St SUITE 1610, Chicago, IL 60603
77393xxxx6 ale*******@t*******.com
Edward Jones 5265 N Academy Blvd Ste 3400, Colorado Springs, CO 80918
71926xxxx3 acc**********@e**********.com
Alan R Lew - Financial Advisor, Ameriprise Financial Services, LLC 111 E Schaumburg Rd, Schaumburg, IL 60194
84758xxxx0
PKF Mueller 1707 N Randall Rd #200, Elgin, IL 60123
84788xxxx0 ach*****@p*********.com 5 2 4.7 17 395 20
Wells Fargo Advisors 102 S Tejon St Ste 1000, Colorado Springs, CO 80903
71963xxxx0 ali************@w*****************.com 188275 189000
Bob Book - Financial Advisor, Ameriprise Financial Services 201 E Las Animas St Ste 103, Colorado Springs, CO 80903
71926xxxx4 chr*************@a***.com
NOVA Financial Services 5731 Silverstone Ter Ste 280, Colorado Springs, CO 80919
71963xxxx5 mik*@i*************.com
Native American Financial Services Association (NAFSA) 444 North Capitol St NW #7, Washington, DC 20001
20275xxxx0 jan*@n************.org 4.3 500 22668 32 22000
Capital Financial Planners 2 Wisconsin Cir suite 700, Chevy Chase, MD 20815
24031xxxx6 joh*@r*****.com 5 46 360 385
Citibank 2198 Chestnut St San Francisco, CA 94123
41581xxxx4 abb**********@c***.com 3 25 154190 1818 11
Bradford A Gann - Private Wealth Advisor, Ameriprise Financial Services 2438 Research Pkwy Ste 105, Colorado Springs, CO 80920
71932xxxx0 bra************@a***.com
Sharon Osmondson - Platinum Financial Services Advisor, Ameriprise Financial Services, LLC 1901 N Roselle Rd Ste 650, Schaumburg, IL 60195
84759xxxx0 5 1
United States Tax Services
80091xxxx9 con****@u**********************.us 4.9 74 1301 14 1300
Hanmi Bank 1469 Webster St San Francisco, CA 94115
41574xxxx0 abc*******@h****.com 2.8 6
Kenny Heller 600 Montgomery St Ste 1600 San Francisco, CA 94111
41573xxxx3 adm*******@c*****.com 5 91 107322 16242 108000
CapWealth 4031 Aspen Grove Dr #600, Franklin, TN 37067
61577xxxx0 cal*******@c*************.com 4.5 15 103 2
William L Lowe - Private Wealth Advisor, Ameriprise Financial Services, LLC 400 N Michigan Ave Ste 1010, Chicago, IL 60611
31280xxxx6 dns*****@a***.com
Fidelity Investments 1645 Briargate Pkwy Ste 211, Colorado Springs, CO 80920
80034xxxx8 abb*********@f*******.com 3.6 17
Wealth & Business Planning Group The Financial Quarterback 125 S Swoope Ave #109, Maitland, FL 32751
40762xxxx9 hzo***@c*****.com
Planning by Design Financial 101 E Park Blvd #202, Plano, TX 75074
87731xxxx8 dav**@d**************.info 4.2 5
Align Financial Planning 701 Hay St, Fayetteville, NC 28301 91033xxxx6
Edward Jones 8840 N Union Blvd, Colorado Springs, CO 80920
71928xxxx3 a.j*********@e**********.com
Jeffrey MacLean - Thrivent 7222 Commerce Center Dr Ste 220, Colorado Springs, CO 80919
71923xxxx0 adm**@d***********.com
Edward Jones - Financial Advisor: Jason Cunningham 1920 Vindicator Dr Ste 107, Colorado Springs, CO 80919
71990xxxx1 a.j*********@e**********.com 39 83553 92676
Financial Solutions Advisory Group, Inc. 8700 W Bryn Mawr Ave suite 410-n, Chicago, IL 60631
77371xxxx2 ag@f**************.com
Personal Financial Planning 31 Southwood Dr, New Canaan, CT 06840
20396xxxx8 mar**@p********************.com
Jeremiah Massey - Thrivent 2060 Briargate Pkwy Ste 120, Colorado Springs, CO 80920
71942xxxx5 ben*******@t*******.com
Vanessa Jilot - Terra Blue Wealth Management 3030 Bridgeway Ste 330 Sausalito, CA 94965
41572xxxx7 hel**@t**********.com 4 5
Ella Financial Advising 5237 College Ave Oakland, CA 94618
51032xxxx7 ell*@e********************.com 5 2 5 7 64 72
Edward Jones - Financial Advisor: Ryan Plunkett 8840 N Union Blvd, Colorado Springs, CO 80920 71928xxxx3
New York City Financial Advisor-Financial Planners 60 E 42nd St, New York, NY 10165
64637xxxx0 ago***@f**********.com
Fixed Income Securities LP 18925 Base Camp Rd, Monument, CO 80132 71948xxxx0
Everett Wealth Solutions, Inc. 407 Marengo Ave, Forest Park, IL 60130
70877xxxx7 car**@e*********************.com 4.9 14
rebel Financial 5940 Clyde Moore Dr, Groveport, OH 43125
61444xxxx5 aba**@r*************.com 5 80 5 26 568 138 606
Richard Dodge - RBC Wealth Management Financial Advisor 102 S Tejon St Ste 460, Colorado Springs, CO 80903
71938xxxx4 joh*******@c*.rbcwealthmanagement 12206 14000
Westfield Financial Planning - Registered Investment Advisor 316 E Broad St, Westfield, NJ 07090
90837xxxx6 con****@w*************************.com
Family Wealth Management 9000 Lincoln Dr E Ste 300, Marlton, NJ 08053
85698xxxx2 adm**@f*******************.com 5 34
Edward Jones - Financial Advisor: Eddie Calderon, AAMS™|CRPC™ 5037 N Academy Blvd, Colorado Springs, CO 80918
71959xxxx5 a.j*********@e**********.com
Edward Jones - Financial Advisor: Tony Pacione, AAMS™ 1901 N Roselle Rd, Suite 910, Schaumburg, IL 60195 · ~7.4 mi
84788xxxx1 a.j*********@e**********.com 2 300 22 299
5
National Corporate Credit Leath Building, 164 E Chicago St #100, Elgin, IL 60120
84745xxxx0 adi****@n**********************.com 5 268
Edward Jones - Financial Advisor: Michael J Kenyon 8 10th St Ste 922 San Francisco, CA 94103
41561xxxx0 a.j*********@e**********.com 87586 100000
Financial Planning Associates 300 Willowbrook Ln #315, West Chester, PA 19382
61062xxxx6 bob@f************.com
PFS Signature Wealth 1405 W Swann Ave, Tampa, FL 33606
87764xxxx0 con****@p******.com 5 2
Edward Jones - Financial Advisor: Ryan S Dillard, CFP®|AAMS™ 308 Commerce St, Occoquan Historic District, VA 22125
70349xxxx2 a.j*********@e**********.com 5 1
Allstate Personal Financial Representative: George Bougas 5527 N Union Blvd Ste 101, Colorado Springs, CO 80918
81399xxxx7 a****00@a*******.com
Center for Financial Planning, Inc. 24800 Denso Dr #300, Southfield, MI 48033
24894xxxx0 ale*********@c************.com 5 9 455 29 462
Seth Enterprises, CPA 22066 Auction Barn Dr, Ashburn, VA 20148
70372xxxx1 h@s*****************.com 4.9 78
Upscale Tax Professionals 248 3rd St Oakland, CA 94607
51077xxxx2 bra*@u**********************.com 4.9 54 5 6 315 338
Financial Advisory Systems, PLLC 11710 Plaza America Dr Suite 200, Reston, VA 20190
57137xxxx8 jbe********@m************.com 5 2
Human Interest 655 Montgomery St, Ste 1800 San Francisco, CA 94111
85562xxxx4 aar**@h************.com 1.4 41 9901 50 10000
Wells Fargo Advisors 15844 Jackson Creek Pkwy, Monument, CO 80132 71948xxxx0
Communitas Financial Planning 1305 Franklin St Ste 309 Oakland, CA 94612
41533xxxx6 bil****@x****.com 1 1
Kate Wilusz - Ameriprise Financial Services 225 Bush St Ste 1835 San Francisco, CA 94104
41562xxxx5 dns*****@a***.com 5 9
Scott Pollak - Ameriprise Financial Advisor 235 Montgomery St Ste 1169 San Francisco, CA 94104
41536xxxx0 dns*****@a***.com
Wells Fargo Advisors 560 Garden Of The Gods Rd, Colorado Springs, CO 80907 71952xxxx5
The Emmerich Group, Inc
95282xxxx0 inf*@e************.com 5 122
Ben Alberts - Financial Advisor, Ameriprise Financial Services, LLC 227 W Monroe St Ste 3700, Chicago, IL 60606
31270xxxx1 5.05
Wells Fargo Advisors 7473 N Academy Blvd, Colorado Springs, CO 80920 71926xxxx0
Empirical Wealth Management 333 Bush St Ste 1410 San Francisco, CA 94104
41563xxxx5 a.w*******@e********.net
MAP Wealth Management, LLC 20 N Clark St Ste 1110, Chicago, IL 60602
31289xxxx0 mik********@m******.com
US Finance Inc 1900 E Golf Rd Suite 950, Schaumburg, IL 60173
81557xxxx0 hz2********@n**********************************.com 5 1 1722 4 1700
Atlas Capital Management Corp. 11130 Coldwater Rd, Fort Wayne, IN 46845
26063xxxx7 atl*****@a***.biz
Buckingham Strategic Wealth 8580 Scarborough Dr Ste 145, Colorado Springs, CO 80920
71926xxxx0 adm**@b****************.com 553 6 649
WealthCare Advisors, LLC 10 N Martingale Rd Ste 400, Schaumburg, IL 60173 · ~4.1 mi
84746xxxx2 car**********@w********************.com
Kathryn Amenta Money Coach San Francisco, CA 94109
41551xxxx3 kat****@k************.com 4.2 23
Merrill Lynch Financial Advisor Erik R Rosencrans 10 N Martingale Rd Ste 250, Schaumburg, IL 60173 · ~4.1 mi
84760xxxx0 ale*********@m*.com
SD Mayer & Associates 235 Montgomery St Fl 30 San Francisco, CA 94104
41568xxxx1 abe**@s******.com 4 4 2.3 3 241 38 253
Michael Chong - Private Wealth Advisor, Ameriprise Financial Services, LLC 1011 Warrenville Rd #225, Lisle, IL 60532
87735xxxx9
Definitive Wealth - Ameriprise Financial Services, LLC 227 W Monroe St Ste 3700, Chicago, IL 60606
31270xxxx9
Edward Jones - Financial Advisor: Ryan D Williams Jr 275 W Campbell Rd Ste 240, Richardson, TX 75080 · ~32.7 mi
97258xxxx2 a.j*********@e**********.com
Edward Jones - Financial Advisor: Meagan M Fishell 4190 24th St San Francisco, CA 94114
41528xxxx9 a.j*********@e**********.com
First Republic Bank 558 Presidio Blvd, San Francisco, CA 94129
41556xxxx8 aac**********@f************.com 4 4 4.2 10 89730 259
Carma VanOrman - Thrivent 2060 Briargate Pkwy Ste 120, Colorado Springs, CO 80920
71939xxxx4 adm**@d***********.com 19 20
Paul Ambrosini - Financial Advisor, Ameriprise Financial Services, LLC 931 N Plum Grove Rd, Schaumburg, Il 60173 · ~5.8 mi
84760xxxx5 dns*****@a***.com
Babylon Wealth Management 100 Pine St 1250 Ste 1250 San Francisco, CA 94111
41585xxxx1 a***@b************.com 173 174
Oracle Financial Planners 1595 Selby Ave #213, St Paul, MN 55104
65144xxxx5 jho***@o*******.com
Patrick Murray - Financial Advisor, Ameriprise Financial Services, LLC 5500 St Charles Rd, Berkeley, IL 60163
63090xxxx9
Rick Bellew - RBC Wealth Management Financial Advisor 53 State St Suite 3600, Boston, MA 02109
61772xxxx6 rbc*********@r**.com 14811 16000
Eun Shim - Financial Advisor, Ameriprise Financial Services, Llc 1900 E Golf Rd Ste 1255, Schaumburg, Il 60173 · ~5.2 mi
84751xxxx1 dns*****@a***.com
Weaver Insurance & Financial Advisors 201 Osage Ln Ste 1, Waynesboro, VA 22980
54094xxxx1 cha********@w*************.com 4.9 165
New Columbia Advisors - UBS Financial Services Inc. 1501 K St NW #1100, Washington, DC 20005
21282xxxx0 ben*******************@u**.com
Chicago Wealth Management Group 205 N Michigan Ave Suite 810, Chicago, IL 60601
31289xxxx2
RT Course Wealth Management 5875 Lehman Dr Ste 100, Colorado Springs, CO 80918
71953xxxx0 bri****@r*******.com
Invision Capital 110 N Upper Wacker Dr #3325, Chicago, IL 60606
31223xxxx0 aab********@i****.com
Lula Financial 95 3rd St, Fl 2 San Francisco, CA 94103
71474xxxx0 4.9 38
Manny Apolonio 100 Bush St Ste 1675 San Francisco, CA 94104
41577xxxx7 c18*****************************@s*****.wixpress 5000
Portfolio Advisory Group Inc 5425 Duke St, Alexandria, VA 22304 70346xxxx3 5 1
Eddie Vigil - Thrivent 2060 Briargate Pkwy Ste 120, Colorado Springs, CO 80920
71922xxxx3 c50*****************************@s*****.io
Springs Wealth Group-Ameriprise Financial Services 201 E Las Animas St, Colorado Springs, CO 80903
71926xxxx4 cam**********@a***.com
Pillar6 Advisors 735 Montgomery St Ste 250 San Francisco, CA 94111
87774xxxx6 bi**@p******.com
Pioneer Wealth Planning Group - Ameriprise Financial Services, LLC 2400 Ravine Way # 100, Glenview, IL 60025
84748xxxx0 dns*****@a***.com
First State Investment Advisors | Tulsa Financial Advisors 8801 S Yale Ave #410, Tulsa, OK 74137
91849xxxx1 dan***@f************.com 5 136 10
Mary M. Geong, CPA EA MBA 1415 Grand Ave, Piedmont, CA 94610 51065xxxx7 4.9 56
Orion Advisor Solutions, Inc 17605 Wright St, Omaha, NE 68130
40289xxxx0 aba*******@o****.com 4.6 25
HG Wealth Management LLC 10 S Riverside Plaza, Chicago, IL 60606
31247xxxx6 hay*@h*****************.com
Anne M. Liang, CPA 5517 Geary Blvd, San Francisco, CA 94121
41575xxxx0 hel*@c***************.com 5 3.7 3
District Financial Planning 8403 Colesville Rd #1100, Silver Spring, MD 20910
30156xxxx0 bec********@l**.com 5 5 298 295
First Command Financial Planning 1277 Kelly Johnson Blvd Ste 260, Colorado Springs, CO 80920
71959xxxx1 aan******@f***********.com 4.2 5 7091 258 7594
My Financial Advisor, a division of Principal Resource Group 800 Roosevelt Rd building b suite 413, Glen Ellyn, IL 60137
63085xxxx0 kar**@m*****************.org 7010
Gofen and Glossberg LLC NBC Tower, 455 N Cityfront Plaza Dr #3200, Chicago, IL 60611
31282xxxx0 ada*****@g****.com
Integrity Bank & Trust 5550 Powers Center Pt, Colorado Springs, CO 80920
71949xxxx0 aat******@i********************.com 4.8 49 5 7
Marks Wealth Management 1 Park Pl Suite 500, Annapolis, MD 21401
41093xxxx9 c18*****************************@s*****.wixpress 5 81
Mont Wealth SM Colorado Springs, CO 80918
85564xxxx3 ami******@m*********.com
Edward Jones - Financial Advisor: Guy M Harris 816 Village Center Dr, Colorado Springs, CO 80919
71960xxxx9 and*******@c*************.ca 5 3
Donnie Deyoung - RBC Wealth Management Financial Advisor 102 S Tejon St Ste 460, Colorado Springs, CO 80903
71938xxxx8
First Command District Advisor - Robert Milmore 1277 Kelly Johnson Blvd Ste 260, Colorado Springs, CO 80920
71959xxxx1 abe***@f***********.com
David H. Kobe & Associates 1001 Bayhill Dr Ste 200 San Bruno, CA 94066
65044xxxx6 mag*******@d****.com 2.6 5
Matthew Glenn - Thrivent 13710 Struthers Rd Ste 120, Colorado Springs, CO 80921
71989xxxx7 abc*******@t*******.com
Rick L Mundrane - Financial Advisor, Ameriprise Financial Services, LLC 540 Lake Cook Rd Ste 450, Deerfield, IL 60015
84796xxxx0
WealthVest Marketing 220 Montgomery St Ste 891 San Francisco, CA 94104
87759xxxx5 aba*****@w*********.com 3 2
Wealth Enhancement Group 100 Pierce Rd Ste 105, Itasca, IL 60143 · ~2.4 mi
63028xxxx8 aba****@w****************.com
San Francisco Federal Credit Union 4375 Geary Blvd, San Francisco, CA 94118
41577xxxx7 adu***************@s**************.com 4.4 73 4.1 90
Edward Jones - Financial Advisor: Frank Wynne, CPWA®|AAMS™|CRPC™ 1832 Woodmoor Dr Ste 200, Monument, CO 80132
71948xxxx2 a.j*********@e**********.com
Vincere Wealth Management 201 Spear St Ste 1100 San Francisco, CA 94105
41557xxxx1 con****@a************.com 5 2
Money Concepts 1045 Allegheny Dr, Colorado Springs, CO 80919
71959xxxx1 a@m************.com
Rui Accounting & Tax Services (CPA) 21063 Cornerpost Square, Ashburn, VA 20147
70393xxxx6 fil***@g******.com 5 10
First Command Financial Advisor - Alan Wesenberg 615 Wooten Rd Ste 130, Colorado Springs, CO 80915
71946xxxx5 abe***@f***********.com 38
All About Your Taxes 358 El Camino Real, San Bruno, CA 94066
65041xxxx2 akr**@a****************.com 5 2 4.9 153
Serenity Wealth Management 333 S Wabash Ave UNIT 2700, Chicago, IL 60604
31273xxxx5 inf*@s*********.com 5 34 98 3 101
Fidelity Investments 8 Montgomery St, San Francisco, CA 94104
80046xxxx0 a61****@f*******.com 3.3 21 1.6 160 318766
Emerald Financial Partners 1511 Ritchie Hwy #304, Arnold, MD 21012
41022xxxx0 chr****@e***********************.com 5 56
Bennington Financial Planning 207 Main St, Bennington, VT 05201
80244xxxx0 fpa******@o*****.org 15791 17000
William Blair 150 N Riverside Plaza, Chicago, IL 60606
80062xxxx7 aag*****@w***********.com 4.4 9 1886 275
Money Concepts 721 N Tejon St, Colorado Springs, CO 80903 71944xxxx2 a@m************.com
Mercer Advisors Wealth Management 475 N Martingale Rd Ste 300, Schaumburg, IL 60173 · ~4.6 mi
88864xxxx0 aar********@m*************.com 2669 27
5
Edward Jones - Financial Advisor: Tim Keating, CFP®|AAMS™ 5265 N Academy Blvd Ste 3400, Colorado Springs, CO 80918
71926xxxx3 a.j*********@e**********.com
Claudia Marban - Private Wealth Advisor, Ameriprise Financial Services, LLC 10261 W Lincoln Hwy, Frankfort, IL 60423
81546xxxx1 cla*************@a***.com 184
Ameriprise Financial Advisors 425 Market St Ste 2200 San Francisco, CA 94105 41595xxxx3
HOA Accounting Services 2261 Market St Ste 4100 San Francisco, CA 94114
92533xxxx0 ale******@h*************.com 3.7 15
RW Financial Planning, LLC 475 Half Day Rd Ste 100, Lincolnshire, IL 60069
84777xxxx2 inf*@r******************.com
Blue Trust | Chicago Financial Advisors 500 Lake Cook Rd Ste 430, Deerfield, IL 60015
84794xxxx4 aar********@b********.com 4.9 14
Edward Jones - Financial Advisor: Matt Surma, AAMS™ 15435 Gleneagle Dr Ste 130, Colorado Springs, CO 80921
71948xxxx7 a.j*********@e**********.com
Alec Petty San Francisco, CA 94104
Financial Advisor: Julian B Heron II Colorado Springs, CO 80905
71957xxxx3 a.j*********@e**********.com
Edward Jones - Financial Advisor 175 Olde Half Day Rd Ste 110, Lincolnshire, IL 60069
84795xxxx9 a.j*********@e**********.com 21 82629 92648
James Foster - TD Wealth Financial Advisor 6514-B State Park Rd, Travelers Rest, SC 29690
86443xxxx8 abc*******@t*.com
Spazio Real Estate & Mortgages 1635 Irving St, San Francisco, CA 94122 41566xxxx4 5 58
Nathan Smith - Thrivent 7270 W 98th Terrace STE 110, Overland Park, KS 66212
91364xxxx1 ale*******@t*******.com
Brian McGivern - Financial Advisor, Ameriprise Financial Services, LLC 540 Lake Cook Rd Ste 450, Deerfield, IL 60015
84796xxxx2 dns*****@a***.com
Venture USA LLC 65 N River Ln # 209, Geneva, IL 60134
bal**@v**********.com
Virginia Estate and Retirement Planning Advisors, Inc. 919 E Main St Suite 1000, Richmond, VA 23219
80494xxxx0 dat*****************@i****.de 5 18
Professional Financial Advisors LLC 9300 W 110th St, Overland Park, KS 66210 91332xxxx5
Beacon Financial Partners 25825 Science Park Dr #110, Cleveland, OH 44122
21691xxxx0 aru***@b*************.com 5 10
San Francisco Federal Credit Union 770 Golden Gate Ave, San Francisco, CA 94102
41577xxxx7 con*****@s**************.com 4.3 454 4.3 507 9797 363 9700
Risha Kilaru at OriginPoint 580 California St San Francisco, CA 94104
51020xxxx4 ava@o**********.com 4.8 338 5 14 330 3 365
Carrier Financial Services 919 N Weber St, Colorado Springs, CO 80903
71924xxxx4
First Command Financial Advisor - Todd Hunsicker 615 Wooten Rd Ste 130, Colorado Springs, CO 80915
71946xxxx5 abe***@f***********.com 136
Private Wealth Management 12935 N Forty Dr Suite 105, St. Louis, MO 63141
31487xxxx4 aha***@p**********.com
Kimberly Maez - Private Wealth Advisor, Ameriprise Financial Services 1710 Jet Stream Dr Ste 205, Colorado Springs, CO 80921
71959xxxx3 aub**************@a***.com
Tim Silver - Financial Advisor, Ameriprise Financial Services, LLC 303 E Wacker Dr #1575, Chicago, IL 60601
31254xxxx0 dns*****@a***.com
Chase Bank 926 Taraval St, San Francisco, CA 94116
41575xxxx1 acc**********@c****.com 3.4 18 5
Edward Jones - Financial Advisor: Guy M Harris, AAMS™ 816 Village Center Dr, Colorado Springs, CO 80919
71959xxxx0 a.j*********@e**********.com
KB Financial Advisors 90 New Montgomery St Ste 1001 San Francisco, CA 94105
41590xxxx9 con****@k*********.com 4.4 11 273 273
TheTaxGuySF 80 Eureka Square Ste 216 Pacifica, CA 94044
65053xxxx6 inf*@t**********.com 4.9 76
Silversage Advisors 2502 Beach Head Way Richmond, CA 94804
41538xxxx0 rem***@s*****************.com
Jamie Slaughter at Buckingham Strategic Wealth 8580 Scarborough Dr Ste 145, Colorado Springs, CO 80920
71926xxxx0 adm**@b****************.com 553 6 649
First American Financial Co 2728 Thrush Grv, Colorado Springs, CO 80920
71959xxxx4 aal***@f******.com
Liberty Hill Investing, LLC 201 Spear St Ste 1100 San Francisco, CA 94105 41542xxxx2 5 4
Edward Jones - Financial Advisor: Brandon Simmons 200 W Northwest Hwy Ste 120, Mount Prospect, IL 60056 · ~4.7 mi
84725xxxx8 acc**********@e**********.com 82922
Andrew D Paulson - Ameriprise Financial Services, Inc. 1906 Sunderland Pl NW, Washington, DC 20036
20229xxxx7 and*************@a***.com 271
Blue Ridge Financial Planning 111 Clebourne St Suite 220, Fort Mill, SC 29715
80344xxxx8 joe******@b****************.com 5 33
Young Jane M 7025 Tall Oak Dr, Colorado Springs, CO 80919
71926xxxx0 5bf*************************************@w*****************.com 5 3
Quinn Financial Planning LLC 9501 W 144th Pl #300e, Orland Park, IL 60462
70858xxxx1 jsm***@q******.com 5 6
Edward Jones - Financial Advisor: Christine A Burbidge 4811 Emerson Ave Ste 109, Palatine, IL 60067 · ~7.3 mi
22480xxxx7 a.j*********@e**********.com 127
Langan Financial Group Retirement & Wealth Management 1863 Center St, Camp Hill, PA 17011
71728xxxx0 dev**@l**************.com 5 106 5 10 615 16 702
Ayers Financial Services 5185 Peters Creek Rd, Roanoke, VA 24019
54056xxxx4 cat******@a*************.com 4.3 6
The Police Credit Union 2400 Irving St, San Francisco, CA 94122
80022xxxx1 aar**@t**********.org 4.6 17 3.5 84 1946
Edward Jones 1817 N Union Blvd Ste E, Colorado Springs, CO 80909
71963xxxx2 acc**********@e**********.com
Wealth Planning Advisory Group and Wealth Planning Asset Management 302 US-202, Bedminster, NJ 07921
90871xxxx0 dam***@w*************.com
Capital Fiduciary Advisors, LLC 20130 Lakeview Center Plaza Ste. 400, Ashburn, VA 20147
70343xxxx2 chr**@c***********************.com 5 43 181
Angela Dumalig Coaching San Francisco, CA 94118
ang***@a************.com
SF Fire Credit Union 3201 California St, San Francisco, CA 94118
41567xxxx0 aay***@s*******.org 3.7 95 3.5 355 1403 525
RMB Capital 115 S La Salle St 34th floor, Chicago, IL 60603
31299xxxx0 inf*@r*****.com 5 13 101 16 119
Davinci Financial Planning 5321 Cliff Point Cir W, Colorado Springs, CO 80919 71963xxxx4
Experience Your Wealth, LLC | Fee-Only Financial Planning Firm
e04*************************************@w*****************.com 5 34 299
Ryan May - Platinum Financial Services Advisor, Ameriprise Financial Services, LLC 540 Lake Cook Rd Ste 450, Deerfield, IL 60015
84796xxxx1 5 17
Arkenstone Financial 1824 Woodmoor Dr, Monument, CO 80132 71969xxxx5
Edward Jones - Financial Advisor: Dominic J McKenna 887 Island Dr Ste E Alameda, CA 94502
51074xxxx0 a.j*********@e**********.com 5 1 87631 100000
Stewardship Financial Planning, Inc 90 N Broadway Suite 218, Irvington, NY 10533
91438xxxx1 e70*************************************@w*****************.com 5 1
Mike Koran - Primary Residential Mortgage 1746 18th St, San Francisco, CA 94107
51098xxxx8 kay********@p*******.com 5 117 5 125 70 2 74
Edward Jones - Financial Advisor: Amber L Jack, AAMS™|CRPC™ 16055 Old Forest Pt Ste 100, Monument, CO 80132
71948xxxx3 a.j*********@e**********.com
United States Tax Services 800 E Northwest Hwy Suite 1090 10th Floor, Palatine, IL 60074
80091xxxx9 c18*****************************@s*****.wixpress 4.9 110 1302 14 1300
Charles Schwab 111 S Tejon St Ste 109, Colorado Springs, CO 80903
71963xxxx6 ask******@s*****.com 646273 189 659000
The Financial Zen Group 600 California St Fl 11 San Francisco, CA 94108
41579xxxx5 cli***********@f***********.com 5 4 11 17
Edward Jones - Financial Advisor: Jason W Habern, CFP® 801 E Campbell Rd Ste 200, Richardson, TX 75081 · ~32.3 mi
97247xxxx9 a.j*********@e**********.com
5 2
Patelco Credit Union 124 2nd St, San Francisco, CA 94105
80035xxxx8 aab****@p******.org 3.9 46 2.5 180 34555 705 34000
Cullen Financial Advisors 90 New Montgomery St San Francisco, CA 94105
41578xxxx1 cul*****@c**************.com
Lanning Financial 100 Pine St Ste 1250 San Francisco, CA 94111
41535xxxx9 adm**@l***************.com 5 7 3.9 66 4322 4700
Ascent Financial 5875 Lehman Dr Ste 200, Colorado Springs, CO 80918
71926xxxx0 dou*@a*******************.com
Forbes, Lisa, AGT 5755 Mark Dabling Blvd, Colorado Springs, CO 80919
71959xxxx2 ame******************@a***.com
Simon Associates-Professional Fiduciary San Francisco, CA 94146
41528xxxx3 bsi***@o*********.com 3.7 3
Financial Planning Group 8795 Ralston Rd #212, Arvada, CO 80002
30333xxxx4 ome*****@f*************.com 5 10
First Command Financial Advisor - Ellie Sievertsen 1277 Kelly Johnson Blvd Ste 260, Colorado Springs, CO 80920
71959xxxx1 abe***@f***********.com
Rick Gorham - RBC Wealth Management Financial Advisor 102 S Tejon St Ste 460, Colorado Springs, CO 80903
71938xxxx5 joh*******@c*.rbcwealthmanagement 2
Edward Jones - Financial Advisor: Brady A Pitt, ABFP™ 6543 N Academy Blvd, Colorado Springs, CO 80918
71953xxxx4 a.j*********@e**********.com
Financial Planning Group the-Tax & Financial Planning Advisory S 299 Arguello Blvd San Francisco, CA 94118 41575xxxx2
CFP Board 1425 K St NW #800, Washington, DC 20005
20237xxxx0 aam***@c**.net 3.1 9 25777 64
Edward Jones 6543 N Academy Blvd, Colorado Springs, CO 80918
71953xxxx4 acc**********@e**********.com
Independent Financial 501 S Tejon St, Colorado Springs, CO 80903
71957xxxx8 adm**@i*********.com 3289 518 3400
Southshore Financial Planning 1600 E 8th Ave A200, Tampa, FL 33605
81340xxxx4 chr**@s***********.com 5 2 64
Alpers Financial Planning 4021 Mountain Dance Dr, Colorado Springs, CO 80908
71949xxxx2 bri**@a**************.com
Investment Strategies Inc 18420 W Forest Dr, Monument, CO 80132 71948xxxx2
Springs Wealth Group - Ameriprise Financial Services 201 E Las Animas St Ste 103, Colorado Springs, CO 80903
71926xxxx4 cam**********@a***.com
Floyd Financial Group, LLC 1304 W Battlefield Rd, Springfield, MO 65807
41788xxxx3 ash***@f******************.com 4.5 8
Simon Chew, CIC - eHealth Plans/Amazing Wealth Insurance Agency 1550 Noriega St Ste 100 San Francisco, CA 94122
41566xxxx5 bra****@h***********.com 4.6 57 5 17 159 157
Source Financial Advisors 545 5th Ave #1100, New York, NY 10017
21227xxxx0 ami****@s*******.com 5 3 419
Financial Designs Inc 11225 College Blvd # 300, Overland Park, KS 66210
91345xxxx7 ang**@f******************.com
Ameriprise Financial 831 N Corona St, Colorado Springs, CO 80903 71952xxxx2 apr***********@a***.com
Bedel Financial Consulting 8940 River Crossing Blvd Suite 120, Indianapolis, IN 46240
31784xxxx8 aad***@b*************.com 5 45 508 21
Edward Jones - Financial Advisor: Juan D Martinez 101 W Renner Rd, Richardson, Tx 75082 · ~32.9 mi
97223xxxx1 a.j*********@e**********.com
Edward Jones - Financial Advisor: Bob Gibson 3604 Hartsel Dr Ste B, Colorado Springs, CO 80920
71937xxxx7 and*******@c*************.ca 3.6 8
Merrill Lynch Wealth Management 10 N Martingale Rd, Schaumburg, IL 60173 84760xxxx0 ale*********@m*.com 2.3 3
Lane Financial Management Inc 3710 Sinton Rd, Colorado Springs, CO 80907
71959xxxx0 dam**@a*****************.com 69
Edward Jones - Financial Advisor: Aaron Buehler, AAMS™|CRPC™ 107 W Prospect Avenue, Mount Prospect, IL 60056 · ~4.7 mi
84779xxxx5 acc**********@e**********.com 81 3
5
Merrill Lynch Financial Advisor Sharon F Oberlander 110 N Upper Wacker Dr, Chicago, IL 60606
31269xxxx0 ale*********@m*.com 5 3
Pamela G Lee, CFP - Pursestrings 2647 21st Ave San Francisco, CA 94116
41575xxxx8 pam@p********************.com
Redwood Credit Union 1390 Market St, San Francisco, CA 94102
80047xxxx8 aa@r********.org 3.4 108
Edward Jones - Financial Advisor: Bill Gorab 10807 New Allegiance Dr Ste 440, Colorado Springs, CO 80921
71928xxxx2 and*******@c*************.ca
The Neal Wealth Consulting Group - UBS Financial Services Inc. 1501 K St NW #1100, Washington, DC 20005
20258xxxx3 ben*******************@u**.com
Young, Jane M 7025 Tall Oak Dr Ste 210, Colorado Springs, CO 80919
71926xxxx0
Ayuda Financial Services 240 Golden Gate Ave Ste 105 San Francisco, CA 94102
41544xxxx1 afi****************@a*************.com 4.7 15
VitaVie Financial Planning 34 Meadow Dr Mill Valley, CA 94941
41527xxxx3 inf*@f******************.com
America United Wealth Planning 1900 E Golf Rd ste 950 ste 950, Schaumburg, IL 60173
84759xxxx5 joh*@a**************.com 5 6
EP Wealth Advisors 35 W Slade St, Palatine, IL 60067
84734xxxx6 ab@e*******.com 5 2 5 56 1103 33
Risha Kilaru at OriginPoint 580 California St Office 1616 San Francisco, CA 94104
51020xxxx4 ala********@o**********.com 3 2 4.8 344 5 14 329 3 362
Financial Fitness Center 295 27th St, Oakland, CA 94612
51065xxxx4 ann*@f*********************.com 3.7 3 4.3 20
Carmen C Goldsmith - MassMutual 101 Montgomery St Ste 600 San Francisco, CA 94104
41574xxxx2 aan******@f*************.com 5 4
Jane Financial Oakland, CA 94577
41541xxxx2 abe*************************************@w*****************.com 5 1
Willis Johnson & Associates 5847 San Felipe St #1500, Houston, TX 77057
71343xxxx0 aca*****@w*****************.com 5 15 229 14 249
Power Wealth Management 2400 Lakeview Pkwy suite 675, Alpharetta, GA 30009
40488xxxx9 5 8
Bennett and Co Advisors 731 N Tejon St, Colorado Springs, CO 80903 71957xxxx9
DC Advisory US - Chicago 300 N La Salle Dr 20th floor, Chicago, IL 60654
31294xxxx0 aar*********@d*********.com
Edward Jones - Financial Advisor: Daniel Jew 2413 Webb Ave Ste D Alameda, CA 94501
51052xxxx6 a.j*********@e**********.com 5 1 5 9
Joel Eggerding - Thrivent 134 W Lake St, Bloomingdale, IL 60108
63031xxxx3 ben*******@t*******.com
Unifirst Financial & Tax Consultants 205 Van Buren St Suite 120, Herndon, VA 20170
57150xxxx5 abb**@c*******.com 4.9 35
David Winekoff - Private Wealth Advisor, Ameriprise Financial Services, LLC 227 W Monroe St Ste 3700, Chicago, IL 60606
31270xxxx8
Evelyn Deitering - Financial Advisor, Ameriprise Financial Services, LLC 1901 N Roselle Rd Ste 650, Schaumburg, IL 60195
63023xxxx8
Convergent Financial Group 3850 Bessemer Rd, Mt Pleasant, SC 29466
84397xxxx2 kel*****@c***********.com 5 20
Central Park Financial Planning LLC 60 E 42nd St Suite 4600, New York, NY 10165
21265xxxx8 inf*@c********.com
First Command Financial Advisor - Chad Holland 1277 Kelly Johnson Blvd Ste 260, Colorado Springs, CO 80920
71959xxxx1 abe***@f***********.com
Wespath Benefits and Investments 1901 Chestnut Ave, Glenview, IL 60025
80085xxxx1 abe**@w******.org 3.2 22 3.9 23 1742 97 2100
Todd Temple - Northwestern Mutual 111 Sutter St Ste 1800 San Francisco, CA 94104
41573xxxx4 tod********@n*.com 4.5 2
Hanke Wealth Management 100 Bush St Ste 1675 San Francisco, CA 94104
41578xxxx0 c18*****************************@s*****.wixpress 5 5
Mosher Financial Group 256 Laguna Honda Blvd Ste A San Francisco, CA 94116
41568xxxx0
56 Capital Partners, LTD 1465 Kelly Johnson Blvd, Colorado Springs, CO 80920
71941xxxx3 con******@5****************.com
Altair Advisers 303 W Madison St # 600, Chicago, IL 60606
31242xxxx0 ani*****@a*************.com 134 5 146
Edward Jones - Financial Advisor: Mike Burdick, CFP® 85 W Algonquin Rd Ste 310, Arlington Heights, IL 60005 · ~3.5 mi
84771xxxx0 a.j*********@e**********.com 275 82922
First Command Financial Advisor - Michelle Makynen 615 Wooten Rd Ste 130, Colorado Springs, CO 80915
71946xxxx5 ban*****@f***********.com 7355 212 7600
Hurlow Wealth Management Group, Inc. 3925 E Hagan St #300, Bloomington, IN 47401
81233xxxx6 cca******@h***********.com 5 13
Gary C Wong, CPA 14 Glen Alpine Rd Piedmont, CA 94611
51021xxxx4 inf*@c***********.com 5 4
Edward Jones - Financial Advisor: Joe Suhajda 13804 Gleneagle Dr, Colorado Springs, CO 80921
71928xxxx4 and*******@c*************.ca 2
Sikich LLP 1415 W Diehl Rd STE 400, Naperville, IL 60563
63056xxxx0 aa@s*****.com 3.9 7 3185 288 3421
Brian Peters - Thrivent 13710 Struthers Rd Ste 120, Colorado Springs, CO 80921
71967xxxx4 abc*******@t*******.com
United America Financial 512 E Randolph Rd Suite D, E, F, G, H, I, J, Silver Spring, MD 20904
88821xxxx2 ros****@u**********.com 5 123 2
Young Jane M 7025 Tall Oak Dr Ste 210, Colorado Springs, CO 80919
71926xxxx0 5bf*************************************@w*****************.com
HLM Capital Management Group 1849 Green Bay Rd Ste 200, Highland Park, IL 60035
84756xxxx0 cxx*****@h*********.com
Albert Wu, CFP ChFC - Raymond James Financial Services 11790 Sunrise Valley Dr #103, Reston, VA 20191
57152xxxx5 aar************@r***********.com
Edward Jones - Financial Advisor: Daniel J Seitz, AAMS™ 523 State Hwy 248 #1, Branson, MO 65616
41733xxxx8 a.j*********@e**********.com
Kevin Stevens - Private Wealth Advisor, Ameriprise Financial Services, LLC 1375 Woodfield Rd Ste 750, Schaumburg, IL 60173
84761xxxx1
Edward Jones - Financial Advisor: Brady A Pitt 6543 N Academy Blvd, Colorado Springs, CO 80918
71990xxxx1 and*******@c*************.ca 4.7 3
RHS Financial 4171 24th St. Suite 101 San Francisco, CA 94114
41549xxxx0 ale*@r***********.com 5 1
TSG Financial Strategies 12201 Merit Dr, Dallas, TX 75251 · ~33.5 mi
21467xxxx1 mst******@f*.newyorklife
Curb The Clutter 568 Shoreline Hwy, Mill Valley, CA 94941
41564xxxx1 hel**@r**********.com 5 2 4.9 8
Areté Wealth Strategists 2120 University Ave Fl 5 Berkeley, CA 94704
88854xxxx0 ash***@a*******.com 5 5
Edward Jones - Financial Advisor: Matthew T Mierzycki 1569 Sloat Blvd Ste 312 San Francisco, CA 94132
41550xxxx8 a.j*********@e**********.com
Edward Jones - Financial Advisor: Justin B Dean, CFP®|ChFC®|AAMS™ 1201 Connecticut Ave NW Ste 850, Washington, DC 20036
20222xxxx9 a.j*********@e**********.com
Financial Advisor For You 1820 Wyoming Ave NW, Washington, DC 20009
20225xxxx9 joh*@f*********************.com 5 1
Edward Jones 2790 N Academy Blvd Ste 326, Colorado Springs, CO 80917
71938xxxx0 acc**********@e**********.com
JHL Capital Group 900 N Michigan Ave, Chicago, IL 60611
31262xxxx0 ach*****@j**************.com 4 1
Townsend Wealth Management 6867 Mountainbrook Dr STE 102, Columbus, GA 31904
70622xxxx0 jan*@t*********.com 5 2
Paige Kerr - Private Wealth Advisor, Ameriprise Financial Services, LLC 227 W Monroe St Ste 3700, Chicago, IL 60606
31270xxxx5 dns*****@a***.com 5 1
James Forcucci - Private Wealth Advisor, Ameriprise Financial Services, LLC 1761 S Naperville Rd # 100, Wheaton, IL 60189
63087xxxx0
Edward Jones - Financial Advisor: Brad Helton 2950 Professional Pl Ste 205, Colorado Springs, CO 80904
71947xxxx4 abc*******@e**********.com
Norbay Insurance Services 1728 Noriega St San Francisco, CA 94122
41566xxxx0 inf*@n**************.com 5 3 3
CenterCoast Private Wealth Management 100 N Field Dr Ste 170, Lake Forest, IL 60045
22488xxxx0
Brian Grote - Financial Advisor, Ameriprise Financial Services, LLC 15 Spinning Wheel Rd Ste 217, Hinsdale, IL 60521
63058xxxx0
Edward Jones - Financial Advisor: Shaun O'Bryant, CFP® 13710 Struthers Rd Ste 125, Colorado Springs, CO 80921
71948xxxx7 acc**********@e**********.com
The Humphreys Group 220 Montgomery St Ste 1850 San Francisco, CA 94104
41592xxxx1 dia**@h*************.com 89 2 99
Northwestern Mutual 100 E Wisconsin Ave # 2300, Milwaukee, WI 53202
41427xxxx2 a.-***********@n*****************.com 3.7 6 105810 16152 107061
Your Best Path Financial Planning 8280 Willow Oaks Corporate Dr Suite 600, Fairfax, VA 22031
70357xxxx5 gor***@y*************.com 5 11
Tristate Financial Advisors 8605 Westwood Center Dr #206, Vienna, VA 22182
70334xxxx3 inf*@f********.com
Mason Luke - Thrivent 2060 Briargate Pkwy Ste 120, Colorado Springs, CO 80920
71935xxxx8 ben*******@t*******.com
Mercer Advisors Wealth Management 5613 DTC Pkwy #650, Greenwood Village, CO 80111
30376xxxx7 aar********@m*************.com 5 2 2837 28 2900
Pixel Financial Planning 201 Spear St Ste 1100 San Francisco, CA 94105
41589xxxx0 c90*************************************@w*****************.com 4 5 19
Edward Jones - Financial Advisor: Mark T Hegland 1875 Lombard St, San Francisco, CA 94123
41544xxxx0 a.j*********@e**********.com 4.7 11 87288 99000
Robert Goshen - Financial Advisor, Ameriprise Financial Services, LLC 540 Lake Cook Rd Ste 450, Deerfield, IL 60015
84796xxxx0 dns*****@a***.com
Alpers & Associates Inc PO Box 644, Monument, CO 80132 71949xxxx3 bri**@a**************.com
Lisa Forbes - Financial Advisor, Ameriprise Financial Services 7035 Campus Dr Ste 801, Colorado Springs, CO 80920
71965xxxx7 dns*****@a***.com
Bonnie Schultz - Financial Advisor, Ameriprise Financial Services, LLC 227 W Monroe St Ste 3700, Chicago, IL 60606
31276xxxx0 dns*****@a***.com 5.01
JMD Financial Partners, LLC 100 Pine St Ste 1250 San Francisco, CA 94111
41572xxxx0 inf*@j*************.com 5 4
First Affirmative Financial Network 5475 Mark Dabling Blvd Ste 108, Colorado Springs, CO 80918
71963xxxx5 and*******@f***************.com
Edward Jones - Financial Advisor: Patrick Cross 345 W Portal Ave Ste 100 San Francisco, CA 94127
41566xxxx1 a.j*********@e**********.com 4.2 5
Morgan Stanley Smith Barney 1 Sansome St Fl 38 San Francisco, CA 94104
41598xxxx0 a.m*******@m***.com 1.3 11
Workplace Financial Advisors 525 NJ-73 Suite 307, Marlton, NJ 08053
85692xxxx9 5 9
Capstone Investment Financial Group 615 N Nevada Ave Ste 1, Colorado Springs, CO 80903
71947xxxx3 csa**@c*************.com
Jillian Bremer San Francisco, CA 94115
inf*@d*************.org 5 4
Wells Fargo Bank 5455 Geary Blvd, San Francisco, CA 94121
41539xxxx5 aar**********@w*********.com 3.4 29 2.7 43 154213 11
Edward Jones - Financial Advisor: Joseph Locke 1125 Kelly Johnson Blvd Ste 241, Colorado Springs, CO 80920
71930xxxx1 aar*********@e**********.com 39
Roundleaf - San Jose 2055 Junction Ave Ste 115 San Jose, CA 95131
40891xxxx3 ask@r***********.com 4.8 24 4.7 121 681 28
Mark Anthony Porter - Porter, Ritchie and Associates 44 Montgomery St Ste 3100 San Francisco, CA 94104
41574xxxx6 dns*****@a***.com 5 6
Financial Services Advisory 1 Church St # 901, Rockville, MD 20850
30194xxxx0 aba****@f********.com 5 5 159
Investment Advisors Group Inc 21W215 Coronet Rd, Lombard, IL 60148 63026xxxx7
Wealth Over Now Virtual, Washington, DC 20018
75752xxxx5 inf*@w************.com 5 11
Edward Jones - Financial Advisor: Bob Gibson 9362 Grand Cordera Pkwy Ste 220, Colorado Springs, CO 80924
71949xxxx1 abc*******@e**********.com 87288 99000
Moskowitz LLP 201 California St Ste 640 San Francisco, CA 94111
62821xxxx3 afo**@m***********.com 4 32 3.6 175 154 179
Gracious Financial Planning 220 Montgomery St San Francisco, CA 94104 41539xxxx6
Battlefield Wealth Planning - Ameriprise Financial Services, LLC 9117 Center St, Manassas, VA 20110
70333xxxx7 adr************@a***.com 5 1 188
Unique Financial Advisors & Tax Consultants 999 Palmer Ave #5, Holmdel, NJ 07733
73261xxxx0 cri*****@u**********************.com 4.8 26
Portsmouth Financial Services 250 Montgomery St Ste 200 San Francisco, CA 94104
41554xxxx0 bjo*****@p******************.com
FSR Wealth Strategies 444 N York St, Elmhurst, IL 60126
63099xxxx0 bbr***@f********.com 4.1 9
Arlington Wealth Management 21 S Evergreen Ave 1st Floor, Arlington Heights, IL 60005
85547xxxx6 inf*@a***************.com 5 1
Prosperity Capital Advisors 30400 Detroit Rd # 201, Westlake, OH 44145
88824xxxx4 adi*****@c*************.com 5 10
Edward Jones - Financial Advisor: Katie E Randall 1920 Vindicator Dr Ste 112, Colorado Springs, CO 80919
71926xxxx8 a.j*********@e**********.com 11 13
Savant Wealth Management 190 Buckley Dr, Rockford, IL 61107
81522xxxx0 axx@s***********.com 3.8 4
Beam Financial Group San Francisco, CA 94123
5 8
Glass Jacobson Wealth Advisors 702 King Farm Blvd Suite 610, Rockville, MD 20850
30191xxxx0 ala**********@g************.com 4.7 28 434 24 436
Stock Plan Advisory Group LLC 500 N Washington St Suite 204, Alexandria, VA 22314
20268xxxx3 5 3
Arlington Financial Services 1240 Meadow Rd #200f, Northbrook, IL 60062
84784xxxx0 bpa****@a*************************.com
SAS Financial Advisors 582 Market St Ste 1604 San Francisco, CA 94104
41573xxxx2 ala**@s**********.com 5 2
Demmon Gann Group Inc 2925 Professional Pl Ste 101, Colorado Springs, CO 80904 71932xxxx0
Westbilt Financial Group 18 E Willamette Ave, Colorado Springs, CO 80903
71947xxxx8 abu********@w****************.com
DC Financial Services 8507 Oxon Hill Rd Suite 200, Fort Washington, MD 20744 30196xxxx2 4.9 20
Wealthspan Advisors, LLC 1500 E Beltline Ave SE Suite 200, Grand Rapids, MI 49506
61665xxxx1 c18*****************************@s*****.wixpress 5
Chicago Wealth Management, Inc. 2 N Riverside Plaza Suite 1620, Chicago, IL 60606
31237xxxx0 jcr****@c********.com
Buckeye Wealth Management 155 Commerce Park Dr, Westerville, OH 43082
61483xxxx0 bes*@b************.com 4 4 85
Advanced Wealth Planning Group 5401 W Kennedy Blvd Ste 460, Tampa, FL 33609
81377xxxx4 aat******@n************.com 5 4 16
Aaron Thurston - Financial Advisor, Ameriprise Financial Services 1710 Jet Stream Dr Ste 205, Colorado Springs, CO 80921
71959xxxx1 aar*************@a***.com
Robert Lee Riley 50 California St Fl 15 San Francisco, CA 94105
41530xxxx8 lee@r**************.net 5 2 5 4
Belonging Wealth Management - Fiduciary Financial Advisor 1405 Colony Cir, Longview, TX 75604
90347xxxx4 bra****@b**************.com 5 10
Investment Trust Co 7350 Campus Dr, Colorado Springs, CO 80920
71963xxxx7 cas*********@i**************.com
True Root Financial San Francisco, CA 94109
41532xxxx2 hel**@t****************.com 5 6 342 369
Donald Huff - Financial Advisor, Ameriprise Financial Services, LLC 1 Northfield Plaza Ste 480, Northfield, IL 60093
84727xxxx7 dns*****@a***.com
Atradius Credit Insurance and Debt Collection 3500 Lacey Rd #220, Downers Grove, IL 60515
63049xxxx0 amo***************@a*******.us 1 2
Wharton Wealth Planning 3 Columbus Cir Floor 15, New York, NY 10019
64645xxxx1 dav**@w********************.com 5 4
Michael Howlett - Financial Advisor, Ameriprise Financial Services, LLC 2 Pierce Pl Ste 1700, Itasca, IL 60143
84760xxxx5
First Republic Bank - Temp. CLOSED 558 Presidio Blvd San Francisco, CA 94129
41556xxxx8 aa@f************.com 4 4 4.2 10
First Command Financial Advisor - Thomas Beuerman 615 Wooten Rd Ste 130, Colorado Springs, CO 80915
71946xxxx5 ban*****@f***********.com 101 106
First Command Financial Advisor - Doug Keller 1277 Kelly Johnson Blvd Ste 260, Colorado Springs, CO 80920
71959xxxx1 abe***@f***********.com
Teh Financial Coaching Milpitas, CA 95035
51036xxxx9 acc**********@s********.org 4.9 91 774 835
Genesis Gold Group Serving theUnited States Air Force Acad Area 83363xxxx7
Rockford Retirement Planning, Inc. 555 S Perryville Rd Suite 209, Rockford, IL 61108
81563xxxx5 4.9 52
NFO Financial Advisory
63050xxxx5 fil***@g******.com
Edward Jones - Financial Advisor: Jilena Y Mok 2000 Van Ness Ave Ste 714 San Francisco, CA 94109
41577xxxx0 a.j*********@e**********.com 87586 100000
Financial Planning Investment Group 1615 Forum Pl STE 1A, West Palm Beach, FL 33401
56168xxxx4 ale*@f******.com 5 1
Edward Jones - Financial Advisor: Matt Surma 15435 Gleneagle Dr Ste 130, Colorado Springs, CO 80921
71990xxxx3 and*******@c*************.ca
HarborLight Investments 516 El Cerrito Plz El Cerrito, CA 94530
51055xxxx2 inf*@h*********************.com 5 1
CSuite Investment 1 Market St Spear Tower Fl 36 San Francisco, CA 94105
41586xxxx1 sam**********@c***************.com
Eric Garland - Financial Advisor, Ameriprise Financial Services 1710 Jet Stream Dr Ste 205, Colorado Springs, CO 80921
71959xxxx1 dan**********@a***.com
US Financial Services, LLC 375 Passaic Ave #100, Fairfield, NJ 07004
97388xxxx0 ago**@u****.com 5 6 299 7
Enrique Basanez - Thrivent 2060 Briargate Pkwy Ste 120, Colorado Springs, CO 80920
71365xxxx3 ape***************@t*******.com
Edward Jones - Financial Advisor: Daniel Jew - Temp. CLOSED 2413 Webb Ave Ste D Alameda, CA 94501
51052xxxx6 a.j*********@e**********.com 5 9
Edward Jones - Financial Advisor: Keith Eckhardt, CFP®|CEPA®|AAMS™|CRPS™ 2950 Professional Pl Ste 205, Colorado Springs, CO 80904
71957xxxx3 a.j*********@e**********.com
US Investors International 12665 SW 69th Ave #100, Portland, OR 97223
50328xxxx9 cle*******@u***.biz 5 1
First Command Financial Advisor - Jing Lisanby 7361 Calhoun Pl Suite 426, Rockville, MD 20855
30198xxxx3 abe***@f***********.com 5 48 315 3 318
Provident Credit Union 701 Sacramento St, San Francisco, CA 94108
41539xxxx2 aal*******@p**********.org 4.3 12 4.4 79 5911 89 5800
Ruderman Investment Management Alameda, CA 94501 51022xxxx5 5 1
The Motley Fool 2000 Duke St, Alexandria, VA 22314
70383xxxx5 aal*****@f***.com 4.2 992 886011
Patrick M Duffy, CPA 2546 3rd St Ste 7 San Francisco, CA 94107
41564xxxx8 joh*@p**************.com 3.3 12
AAA San Francisco Richmond District Branch 599 Clement St, San Francisco, CA 94118
83372xxxx9 aaa************@n*******.aaa 4.4 169 3.4 90 3.6 702 201101 268 201000
Annuity General Serving theUnited States Air Force Acad Area 80033xxxx4
Edward Jones 11580 Black Forest Rd Ste 50, Colorado Springs, CO 80908
71949xxxx2 acc**********@e**********.com
Asset Architects LLC 1755 Telstar Dr Ste 300, Colorado Springs, CO 80920
71927xxxx9 gre*********@l**.com 93
Brio Financial Group 19 Sutter St, San Francisco, CA 94104
83362xxxx0 abr****@b*****.com 3.5 11
Wealth Financial Services & Tax Advisory 1130 W Lake Cook Rd Ste 230, Buffalo Grove, IL 60089
84749xxxx4 adr*********@w****.com 4.7 50 5 13 849 58
First Command Financial Advisor - Lloyd Prudent 241 18th St S Ste 303, Arlington, VA 22202
70341xxxx0 abe***@f***********.com 7352 212 7600
Christopher Mulanax, CPA 1 Sansome St Ste 3500 San Francisco, CA 94104 41570xxxx0 3.8 10
MANNA WEALTH MANAGEMENT - Virginia Financial Advisors 1775 Tysons Blvd 5th floor, McLean, VA 22102
70353xxxx0 dka****@m********************.com 5 115
Francis Financial, Inc. 39 Broadway Suite 1730, New York, NY 10006
21237xxxx8 ace****@f***************.com 5 34 925
Green Retirement 909 Marina Village Pkwy Ste 587 Alameda, CA 94501
51063xxxx1 jam**@g**************.com 5 3
First Command Financial Advisor - Chainsaw McCullough 615 Wooten Rd Ste 130, Colorado Springs, CO 80915
71946xxxx5 abe***@f***********.com 326 337
Ayuda Financial Services 576 Sacramento St Fl 2 San Francisco, CA 94111
41544xxxx1 afi****************@a*************.com 4.6 66 4.6 23
Secure Future Investor Serving theUnited States Air Force Acad Area 86653xxxx2
Michael Lenahan - COUNTRY Financial Advisor 402 N Hershey Rd, Bloomington, IL 61704
30966xxxx3 abc***@c***************.com 5 166 306 171664 164654
Hughes Financial Services LLC 2201 Cooperative Way #150, Herndon, VA 20171
70366xxxx0 ata****@h***.com 5 2
Azzad Asset Management Inc 3141 Fairview Park Dr # 355, Falls Church, VA 22042
70320xxxx5 hel**@a*********.com 5 5 5 13 1903 2 1900
Open Advisors - San Francisco 44 Montgomery St San Francisco, CA 94104
92565xxxx1 bas******@m*************.com
Rich Chambers, CFP, RLP 1310 Sanchez St San Francisco, CA 94131
65021xxxx8
Edward Jones - Financial Advisor: Bill D. Spurlock 9362 Grand Cordera Pkwy Ste 220, Colorado Springs, CO 80924 71949xxxx1
Collins Wealth Management 2153 Chuckwagon Rd Ste 102, Colorado Springs, CO 80919
71959xxxx0 col*@c************.com 81
Tax Wise Financial Services 7960 Donegan Dr #241, Manassas, VA 20109
57194xxxx4 ade**@t**********.com 4.4 73
First Command Financial Advisor - Alysse Forde 1277 Kelly Johnson Blvd Ste 260, Colorado Springs, CO 80920
71959xxxx1 abe***@f***********.com
Live Free San Francisco, CA 94123
41534xxxx2
Gary Spencer - Financial Advisor, Ameriprise Financial Services, LLC 931 N Plum Grove Rd, Schaumburg, IL 60173
84759xxxx3
Edward Jones - Financial Advisor: April DuBois 13350 Franklin Farm Rd Suite 350, Herndon, VA 20171
70388xxxx0 a.j*********@e**********.com 5 3
Season Investments 1755 Telstar Dr Ste 501, Colorado Springs, CO 80920
71952xxxx0 dho***@s****************.com
Financial Directors LLC 1984 Isaac Newton Square STE 102, Reston, VA 20190
70348xxxx1 bma********@l****************.com
Jonathan Zama - Thrivent 13710 Struthers Rd Ste 120, Colorado Springs, CO 80921
83240xxxx2 abc*******@t*******.com
Decker Retirement Planning 50 California St Ste 1500 San Francisco, CA 94111
41552xxxx0 inf*@d*******.com 5 1
Aikapa Wealth Planning & Management 1 Market San Francisco, CA 94015
41554xxxx7 adm**@a*****.com
Chase Bank 1870 Solano Ave Berkeley, CA 94707
51055xxxx0 acc**********@c****.com 2.8 13 2 26 3904436 4519 3712920
Financial Planning Strategies, Don Leander CFP 6645 Delmonico Dr Ste 101, Colorado Springs, CO 80919
71926xxxx5
JMU Tax & Financial 7330 Heritage Village Plaza Unit 202, Gainesville, VA 20155
57126xxxx9 cal**@j*****.com 4.1 40 11 6 14
The Ellington Wealth Management Group - UBS Financial Services Inc. 32nd and 33rd Floors, 1 N Upper Wacker Dr, Chicago, IL 60606
31252xxxx0 abc***@u**.com
Vista Wealth Management 88 Kearny St Ste 1700 San Francisco, CA 94108
65025xxxx0 bra**@v**********.com
Monroe Capital LLC 311 S Wacker Dr 64th floor, Chicago, IL 60606
31225xxxx0 aba******@m********.com
District Financial Advisors 6731 Whittier Ave B206, McLean, VA 22101
70394xxxx0 jho***@d*********.com 5 6
Edward Jones - Financial Advisor: Christina C Chervenak 58 E Northwest Hwy, Unit 3, Des Plaines, IL 60016 · ~4.6 mi
84769xxxx4 acc**********@e**********.com
5
Edward Jones - Financial Advisor: Doug Wollney 131 N Northwest Hwy, Park Ridge, IL 60068 · ~6.8 mi
63089xxxx2 a.j*********@e**********.com
Vantage Financial Partners 13230 Watertown Plank Rd, Elm Grove, WI 53122
26243xxxx7 ame***@v*********.com 4.9 31 477 173
Financial Planning & Management Center, Inc. 8850 Columbia 100 Pkwy #306a, Columbia, MD 21045
41046xxxx1 dal*********@f***.com
ClearPath Financial LLC 10 Executive Ct #2, South Barrington, IL 60010
84785xxxx0 ang***@c**********.net 305 7 319
Precision Wealth Management 5350 Tomah Dr, Colorado Springs, CO 80918 71953xxxx7
Troy Evans - Ameriprise Financial Advisor 455 Market St Ste 1480 San Francisco, CA 94105
41577xxxx7 dns*****@a***.com
Capital Wealth Strategies 2790 N Academy Blvd Ste 347, Colorado Springs, CO 80917 71963xxxx9
Edward Jones - Financial Advisor: Nigel E Grant, AAMS™|CRPC™|CRPS™ 6160 Tutt Blvd Ste 110, Colorado Springs, CO 80923
71963xxxx5 a.j*********@e**********.com
Decu Investment & Retirement Services Moline, IL 61265
b.c****@d***************.com
NextGen Wealth 405 SW Waterfall Ct, Lee's Summit, MO 64081
81628xxxx0 cli*********@n*************.com 4.9 45 5 9 753 760
Edward Jones - Financial Advisor: Ryan W Thomas, CFP®|AAMS™ 7364 E Washington St, Indianapolis, IN 46219
31735xxxx6 a.j*********@e**********.com 4 4 87443 100000
Joseph Della Monica - Private Wealth Advisor, Ameriprise Financial Services, LLC 3013 N Ashland Ave Ste 1, Chicago, IL 60657
77388xxxx0
Independence Wealth Advisors Inc. 6723 Whittier Ave #200, McLean, VA 22101
70375xxxx3 ash***@i**********.com
City National Bank - San Francisco Main 150 California St San Francisco, CA 94111
41557xxxx0 2.8 6 5360 136 5900
SBVRT 1819 Polk St Ste 251 San Francisco, CA 94109
41571xxxx1 5 1
Affiliated Financial Planners 2340 PA-309, Orefield, PA 18069
48429xxxx9 eri*@a******.com 5 3
AMA Financial Advisors 333 S Wabash Ave UNIT 2700, Chicago, IL 60604
77393xxxx7 acc********@g****.com 25
Fixed Income Securities Inc 18925 Base Camp Rd, Monument, CO 80132 71948xxxx0
AAA San Francisco Lakeshore Plaza Branch 1585 Sloat Blvd, San Francisco, CA 94132
84429xxxx3 aaa************@n*******.aaa 4.2 186 3.1 116
Simplify Financial Planning 115 Sansome St Ste 200 San Francisco, CA 94104
41526xxxx3 ari****@s****************.com 5 10
First Command Financial Advisor - Will Bartels 1277 Kelly Johnson Blvd Ste 260, Colorado Springs, CO 80920
71959xxxx1 abe***@f***********.com
Morgan Stanley Smith Barney 555 California St Fl 35 San Francisco, CA 94104
c_m******@a*****.morganstanleyclientserv 2.3 3
Wells Fargo Advisors 5190 N Academy Blvd, Colorado Springs, CO 80918 71941xxxx6
Edward Jones - Financial Advisor: Amy Patton, AAMS™ 8900 State Line Rd # 349, Leawood, KS 66206
91338xxxx0 acc**********@e**********.com
Altum Wealth Advisors San Francisco, CA 94129
41537xxxx2 inf*@a**********.com
John A Corey - Private Wealth Advisor, Ameriprise Financial Services, LLC 1 Overlook Point Ste 160, Lincolnshire, IL 60069
84784xxxx4 dns*****@a***.com
Rohlfing, Timothy, AGT 1710 Jet Stream Dr, Colorado Springs, CO 80921
71959xxxx1 ame******************@a***.com
United Financial Planning Group LLC 14 Pennsylvania Plaza 9th Floor, New York, NY 10122
63123xxxx1 ami*@u********.com 5 1
Tristate Financial Advisors 100 S Broad St Suite 1801, Philadelphia, PA 19110
21566xxxx2 inf*@f********.com 4.9 40 388 27 438
Richard Groh, CFP 2 Belvedere Pl Ste 100 Mill Valley, CA 94941 41528xxxx4
Kenneth K. Liu, CPA, LLC 44081 Pipeline Plaza #215, Ashburn, VA 20147
70372xxxx8 dei**@k************.com 4.8 78 746809 120 188
Gaylord Wealth Management 3145 Geary Blvd Ste 717 San Francisco, CA 94118
41555xxxx2 con****@p*************.org 5 2
Robertson Stephens - Colorado Springs 15455 Gleneagle Dr Ste 205, Colorado Springs, CO 80921
71949xxxx3 abl**@r********.com
Citrine Capital 535 Mission St Fl 14 San Francisco, CA 94105
41549xxxx2 inf*@c*********************.com 4.7 14 5 33
Financial Planning Alternatives, LLC 3801 E Florida Ave # 400, Denver, CO 80210
30391xxxx9 cha****@f*************.com
Washington Retirement Planning Specialists - Ameriprise Financial Services, LLC 433 Plaza Real suite 275, Boca Raton, FL 33432
24072xxxx4 dns*****@a***.com 5 1
Cerity Partners 345 California St Ste 1100 San Francisco, CA 94104
41578xxxx5 aad***@c*************.com
Brian Berg - Thrivent 7222 Commerce Center Dr Ste 220, Colorado Springs, CO 80919
70143xxxx7 adm**@d***********.com
Mindful Money Berkeley, CA 94704
51084xxxx2 jon*****@m******.money 5 19 9740 9700
Edward Jones - Financial Advisor: Yun Fang 1569 Sloat Blvd, Ste 312 San Francisco, CA 94132
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Strategic Financial Planning 6513 Preston Rd STE 100, Plano, TX 75024
97240xxxx4 ada**@s**********.com 152 3 156
Hamilton Financial Planning Williams Tower, 2800 Post Oak Blvd STE 4100, Houston, TX 77056
34620xxxx0 and***@h************************.com
U.S. Bank Branch 443 Castro St, San Francisco, CA 94114
41543xxxx0 aar************@u*****.com 4.4 18 1.7 121 345625 5337 348000
Peter Maiurro - RBC Wealth Management Financial Advisor 102 S Tejon St Ste 460, Colorado Springs, CO 80903
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Edward Jones - Financial Advisor: Erin Williams 740 E Campbell Rd Ste 555, Richardson, TX 75081 · ~32.4 mi
46957xxxx2 a.j*********@e**********.com
Andrew Rothenbury - Thrivent 13710 Struthers Rd Ste 120, Colorado Springs, CO 80921
71933xxxx8 abc*******@t*******.com 173 6 175
Park Avenue Financial Advisors 136 Madison Ave, New York, NY 10016 21268xxxx0 5 1
Edward Jones - Financial Advisor: Judy Ho 1150 Ballena Blvd Ste 100 Alameda, CA 94501
51052xxxx4 a.j*********@e**********.com 5 1 87631 100000
Edward Jones - Financial Advisor: Bill D Spurlock 11580 Black Forest Rd Ste 50, Colorado Springs, CO 80908
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Planning Needs Financial Group 6219 Executive Blvd #100, Rockville, MD 20852
30123xxxx6 cha****@p************.com 5 11
Creative Planning International 3330 University Ave #316, Madison, WI 53705
60823xxxx8 a.j******@c***************.com 5 2 6346 125 7200
Julie Malta - Guarantee Mortgage 232 Townsend St, Ste 1275 San Francisco, CA 94107
41520xxxx0 aau******@g****************.com 5 52 4.9 71 1525 18
U.S. Bank - Wealth Management Banker: Collin Roll 833 S State St, Westerville, OH 43081
61494xxxx8 aar************@u*****.com
BOL Global 2830 Geary Blvd, San Francisco, CA 94118
41547xxxx4 bol@b***********.com 4.6 48 4.5 81
Pharaoh Financial Group 46 Shattuck Sq Berkeley, CA 94704 51070xxxx0 5 1
US Financial Ltd 636 S River Rd #300, Des Plaines, IL 60016
84763xxxx0 aga***@u*****.com 4.8 55
Wealth Planning Associates 1801 S Meyers Rd STE 150, Oakbrook Terrace, IL 60181
63024xxxx3 kw@k********.net 5 1
Creative Planning 8444 Westpark Dr #610, McLean, VA 22102
70373xxxx0 a.j******@c***************.com 4 6 6345 125 7200
Mary Wong Insurance Services 50 Victoria Ave Ste 102 Millbrae, CA 94030
41579xxxx9 bus************@g****.com 4.5 8
Wellguard Insurance & Financial 1516 Oak St Ste 218 Alameda, CA 94501
51074xxxx9 inf*@w*****************.com 5 1
Carroll Advisory Group 4203 Richmond Pl, Texarkana, TX 75503
90379xxxx4 dxx******@c**************.com 4.9 83
The Goff Financial Group 11 Greenway Plz #1425, Houston, TX 77046
71385xxxx0 d.m*****@g************.com 5 3 54
World Financial Group, Inc. (Wealthwave) 2625 Butterfield Rd #126n, Oak Brook, IL 60523
63053xxxx0
Defined Financial Planning 2413 Webb Ave Ste B Alameda, CA 94501
51020xxxx5 eve***@d**************.com 5 1 130 2 143
Fruition Advisors 1159 Keith Ave Berkeley, CA 94708
51050xxxx0 ali***@f***************.com 5 11
Will Savage Wealth Management - LPL 3505 Austin Bluffs Pkwy, Suite 225, Colorado Springs, CO 80919 71934xxxx7
Zoe Financial 666 3rd Ave, New York, NY 10174
64668xxxx4 adv***********@z*****.com 4.6 30 1419 1500
Lifetime Financial Group 11207 W Dodge Rd Ste 200, Omaha, NE 68154
40293xxxx3 cst******@l*********.com 4.6 9
Edward Jones - Financial Advisor: Jon Wieland 11580 Black Forest Rd Ste 50, Colorado Springs, CO 80908
71949xxxx2 and*******@c*************.ca
InvestPlan Financial Management, LLC
Edward Jones - Financial Advisor: Taylor M Howe, CFP®|AAMS™ 12106 State Line Rd, Leawood, KS 66209
91349xxxx5 acc**********@e**********.com 5 1
E*TRADE - Temp. CLOSED 532 Market St San Francisco, CA 94104
86678xxxx4 adv************@e*****.com 1.3 112 167045
Craig CJ Jensen - Private Wealth Advisor, Ameriprise Financial Services, LLC 303 E Wacker Dr #1575, Chicago, IL 60601
31254xxxx0
Merrill Lynch Private Wealth Advisor Raj Bhatia 110 N Upper Wacker Dr, Chicago, IL 60606
31232xxxx6 ale*********@m*.com
San Francisco Federal Credit Union 2645 Ocean Ave, San Francisco, CA 94132
41577xxxx7 adu***************@s**************.com 4.5 115 4.5 124 9800 363 9700
Janet Lin - State Farm Insurance Agent 2190 3rd St, San Francisco, CA 94107
41562xxxx0 jan**@i*************.com 5 137 4.8 116 5 12 109 4 114
MissionSquare Retirement 777 North Capitol St NE Suite 600, Washington, DC 20002
80066xxxx0 aga****@m********.org 1.5 76
State Financial Network, Inc. 5 Hillman Dr, Chadds Ford, PA 19317 61032xxxx2 3.3 19
Liberty Group 411 30th St Second Floor Oakland, CA 94609
51065xxxx0 amc*******@l**************.com 4.3 6 3.4 10 1008 4 1000
Divergent Planning 6701 Democracy Blvd #300, Bethesda, MD 20817
24042xxxx1 ara@d****************.com 5 39
Charles Schwab 211 Main St, San Francisco, CA 94105
41566xxxx0 app*******************@s*****.com 2.1 146
Edward Jones - Financial Advisor: Joel R Top 307 E Fontanero St, Colorado Springs, CO 80907
71957xxxx9 and*******@c*************.ca
The Barry Wealth Consulting Group - UBS Financial Services Inc. One N Upper Wacker Dr Suite 3200, Chicago, IL 60606
31252xxxx3 ade*********@u**.com 4.52
Planned Futures Financial Group 1031 N Weber St, Colorado Springs, CO 80903 71957xxxx5
Edward Jones - Financial Advisor: Jonathan Kang, CFP® 2929 N Central Expy Ste 330, Richardson, TX 75080 · ~33 mi
97223xxxx1 a.j*********@e**********.com
AJJ Bookkeeping & Tax Services South San Francisco, CA 94080 65053xxxx8 fin**@m***.com 4.7 29
Carla Snedden - Thrivent 190 S La Salle St Ste 1610, Chicago, IL 60603
70828xxxx5 ale*******@t*******.com 5 5 410211 401000
Stonebridge Financial Planning 203 Hillcrest St, Orlando, FL 32801
40769xxxx0 ath****@s*****************.com 5 1
Safe Harbor Financial Advisors, LLC 300 Ellicott St, Occoquan Historic District, VA 22125
70382xxxx3 d*d*@s**************************.com 5 1
Outside The Box Financial Planning, LLC
31255xxxx9 iva*@o*******************.com 5 7
Financial Business Advisors 1305 Wiley Rd UNIT 133, Schaumburg, IL 60173 84778xxxx0 4.5 2
Bob Jersin, CFA, CPA, MBA -Jersin Financial Services 931 Hartz Way Ste 120 Danville, CA 94526
92572xxxx0 bob@j**************.com 5 1
Sutro Advisors San Francisco, CA 94123
41561xxxx6 mxx********@s************.com 5 1
Ameriprise Financial Advisors 1 Market Street 36th Fl San Francisco, CA 94105 41529xxxx5
TD Ameritrade 525 Market St San Francisco, CA 94105
80066xxxx0 aam***********@t***********.com 1.4 152 393392
Reverse With Mary-Alice Mill Valley, CA 94942
41523xxxx7
Ameriprise Financial Advisors 44 Montgomery St Ste 4210 San Francisco, CA 94104 41578xxxx8
Provident Credit Union 2171 Junipero Serra Blvd, Suite 150 Daly City, CA 94014
65099xxxx9 aal*******@p**********.org 4.4 107
McBeath Financial Group 203 Landmark Dr Unit A, Normal, IL 61761
30980xxxx4 inf*@m***************.com 4.9 60
Charles Schwab 1995 University Ave Ste 100 Berkeley, CA 94704
51066xxxx6 ian***********@s*****.com 1.9 21
Golden Gate Insurance 1000 Hampshire St San Francisco, CA 94111
41542xxxx4 5 3
Guided Financial Advisors 700 S Rosemary Ave #204, West Palm Beach, FL 33401
56122xxxx0 cli***********@g*******.com 5 12
St Louis Financial Planners 1415 Elbridge Payne Rd # 140, Chesterfield, MO 63017
63653xxxx0 bre**********@s****.com
Kroeger Financial 3300 Powell Ste G-27 Emeryville, CA 94608 51086xxxx6 3.7 3
Lpl Financial Elmhurst, IL 60126
Christopher Durham - Financial Advisor, Ameriprise Financial Services 2438 Research Pkwy Ste 105, Colorado Springs, CO 80920
71932xxxx0 chr*****************@a***.com
DAPA Multiservices Advisors 9101 Cherry Ln Suite 213, Laurel, MD 20708
30137xxxx6 dap*********@g****.com 4.9 60
Robert Bishop Financial Planning & Services 4326 W El Prado Blvd #3, Tampa, FL 33629
81383xxxx0 bob@r****************************.com 65
Rick Madal - Thrivent 16612 W 159th St LL Suite 201, Lockport, IL 60441
70840xxxx4 ben*******@t*******.com
SF Fire Credit Union 565 Buckingham Way, San Francisco, CA 94132
41567xxxx0 aay***@s*******.org 4.5 37 3.8 64 1505 526 1500
Partners Capital Management 1755 Telstar Dr, Colorado Springs, CO 80920 71959xxxx7
Edward Jones - Financial Advisor: Jared E Chandler, AAMS™ 401 W Irving Park Rd, Itasca, IL 60143 · ~3.4 mi
63043xxxx4 acc**********@e**********.com 21 82708 92750
Zach Schut - Thrivent 13710 Struthers Rd Ste 120, Colorado Springs, CO 80921
71972xxxx0 abc*******@t*******.com
American Financial Planning, Inc. 541 Luck Ave SW # 304, Roanoke, VA 24016
54090xxxx0 dco*****@a*********.us 5 4 168 8 174
Edward Jones - Financial Advisor: PJ Musilli 5575 Tech Center Dr Ste 216, Colorado Springs, CO 80919
71989xxxx7 a.j*********@e**********.com
Edward Jones - Financial Advisor: Brandon Willert 8840 N Union Blvd, Colorado Springs, CO 80920
71962xxxx7 and*******@c*************.ca 4.3 4
Edward Jones - Financial Advisor: Brad A Lundberg 16055 Old Forest Pt Ste 100, Monument, CO 80132
71948xxxx3 acc**********@e**********.com
Edward Jones - Financial Advisor: Erik Dartsch 5037 N Academy Blvd, Colorado Springs, CO 80918
71959xxxx5 abc*******@e**********.com
GuidePoint Financial Planning 12110 Sunset Hills Rd Suite 600, Reston, VA 20190
70348xxxx5 c18*****************************@s*****.wixpress 5 12
Advisors Asset Management Inc 18925 Base Camp Rd Ste 203, Monument, CO 80132
71948xxxx6 aal******@a******.com
Merrill Lynch Financial Advisor Adam Sarno 10 N Martingale Rd, Schaumburg, IL 60173 · ~4.1 mi
84760xxxx4 ada*******@m*.com
Carson Amiral 600 Montgomery St Ste 1600 San Francisco, CA 94111
41573xxxx6 ade********@n*.com 5 2
College Planning of Colorado 7560 Rangewood Dr, Colorado Springs, CO 80920 71959xxxx3 aya*****@i******.com 229 3
The Financial Planning Group, LLC 1593 Spring Hill Rd #500e, Vienna, VA 22182 70339xxxx8 jos*@m****.net 102 104
Mercer Advisors Wealth Management 475 N Martingale Rd #300, Schaumburg, IL 60173
88864xxxx0 aar********@m*************.com 2.5 2 2837 28 2900
Callahan Financial Planning - San Francisco 75 Broadway Ste 202 San Francisco, CA 94111
41579xxxx0 alb***@c***************.com 1000
Kovitz 71 S Wacker Dr Suite 1860, Chicago, IL 60606
31233xxxx0 aar**@k*****.com 5 2
Ameriprise Financial Advisors 150 Post St Ste 530 San Francisco, CA 94108 41562xxxx3 5 1
Financial Planning Solutions, LLC 134 Rumford Ave #203, Auburndale, MA 02466
61763xxxx8 and***@p**********.com 5 2
Brian Langford - Financial Advisor, Ameriprise Financial Services, LLC 2435 N Central Expy, Ste 870, Richardson, TX 75080 · ~32.8 mi
97239xxxx9 bri*************@a***.com
Union Financial Partners 2001 Union St Ste 540 San Francisco, CA 94123
41556xxxx0 a.t********@u*********.com 3.1 8
Burgess Financial Planning 177 Post St Ste 600 San Francisco, CA 94108
41552xxxx1 c18*****************************@s*****.wixpress 4.9 36
Winchester Wealth Advisors - Ameriprise Financial Services, LLC 1860 W Winchester Rd #104, Libertyville, IL 60048
84754xxxx0 dns*****@a***.com
Applied Advisor 3150 18th St Ste 245 San Francisco, CA 94110
41532xxxx2 kat**@a*************.com 4.3 14
InVision Capital Advisor 18 Bartol St Ste 1233 San Francisco, CA 94133
65091xxxx8 5 2
The Lee Accountancy Group 369 13th St Ste 200 Oakland, CA 94612
51083xxxx0 inf*@t****************.com 3.9 62
Baldwin Financial Advisors, LLC 301 S Burton Pl, Arlington Heights, IL 60005
84725xxxx5 5 1
Jake Stewart - State Farm Insurance Agent 821 Folsom Street, Suite 101 San Francisco, CA 94107
41598xxxx3 4.6 43
Balance Financial Planning 5438 Shafter Ave Oakland, CA 94618
51084xxxx2 che***@b********.com 5 2
Wells Fargo Advisors 6060 S American Plaza St E #400, Tulsa, OK 74135
91874xxxx0 a-w***************@w*****************.com 3.3 32 188278 189000
Grove San Francisco, CA 94107 4.9 10
Robasciotti & Philipson 870 Market St Ste 1275 San Francisco, CA 94102
41598xxxx0 afs***@r**********.com 5 10 5 14 214
Edward Jones - Financial Advisor: Adam R Grayson, AAMS™ 755 Highway 105 Ste G, Palmer Lake, CO 80133
71948xxxx4 a.j*********@e**********.com
Goldman Sachs 71 S Wacker Dr #500, Chicago, IL 60606
31265xxxx0 aar***********@g***********.com 3 22 18 262197 302817
Topel & DiStasi Wealth Management 2907 Claremont Ave Ste 111 Berkeley, CA 94705
51089xxxx0 gav**@t****.com 5 1
Sherman Wealth Management 9841 Washingtonian Blvd Suite 200, Gaithersburg, MD 20878
24042xxxx2 ape********@s************.com 5 7 5 11 318 106 348
Alera Group 3 Parkway N Ste 500, Deerfield, IL 60015
84758xxxx1 aar*********@a*********.com 3 2 817 18 929
Foundation for Financial Planning 1425 K St NW Suite 602, Washington, DC 20005
20286xxxx3 jsm***@f*********.org
Kelly McGrew - RBC Wealth Management Financial Advisor 102 S Tejon St Ste 460, Colorado Springs, CO 80903
71938xxxx3
REAP Financial 9414 Anderson Mill Rd #100, Austin, TX 78729
51224xxxx0 adm**@r************.com 4.9 105 1015 27
Wells Fargo Advisors 8448 ABRAMS RD, DALLAS, TX 75243 · ~31.2 mi
21434xxxx4 aar**********@w*********.com
3 37
Fillia Fransisca - State Farm Insurance Agent 2315 Noriega St San Francisco, CA 94122
41566xxxx6 fil***@f*****.net 4.9 74 4.7 21
Altitude Financial Planning 1880 Office Club Pt 203, Colorado Springs, CO 80920
71948xxxx8 dat********@r*******.com 710 14
WP Advisors 353 Sacramento St Fl 18 San Francisco, CA 94111
41577xxxx0 inf*@w************.com
Complete Financial 459 Fulton St Ste 203 San Francisco, CA 94102
41520xxxx5 blo**@f******.com 5 14 4.3 14
Fidelity Investments 10855 Hidden Pool Hts Ste 100, Colorado Springs, CO 80908
80034xxxx8 a61****@f*******.com
Walter Reinsdorf - Ameriprise Financial Services 311 California St Ste 400 San Francisco, CA 94104
41577xxxx6 dns*****@a***.com 5 1
The Advisory Group of San Francisco 44 Montgomery St Ste 2410 San Francisco, CA 94104
41597xxxx0 ati***@a**************.com
Peter Barnes Team - CrossCountry Mortgage 1385 Shattuck Ave Ste B Berkeley, CA 94709
51064xxxx6 pet*********@c**.com 5 95 5 238 7455 1415 8800
Edward Jones - Financial Advisor: Jeff Dinkel 2950 Professional Pl Ste 205, Colorado Springs, CO 80904
71937xxxx7 and*******@c*************.ca
Chris Abeyta 13570 Meadowgrass Dr, Colorado Springs, CO 80921
71946xxxx4 inf*@a****************.com 5 1
Merrill Lynch Financial Advisor Benjamin E Gottlieb 10 N Martingale Rd, Schaumburg, IL 60173 · ~4.1 mi
84760xxxx2 ale*********@m*.com
Mowery & Schoenfeld 475 Half Day Rd #500, Lincolnshire, IL 60069
84724xxxx9 aca*****@m****.com 5 7 248 12
Edward Jones 6160 Tutt Blvd Ste 110, Colorado Springs, CO 80923
71963xxxx5 acc**********@e**********.com
Wells Fargo Advisors 104 S Cascade Ave, Colorado Springs, CO 80903 71947xxxx0 agi***@a*.nv
Edward Jones - Financial Advisor: Scott M Seifert, CFP® 1436 Lee Street, Des Plaines, IL 60018 · ~4 mi
84729xxxx3 a.j*********@e**********.com 5 2
5
Northwest Financial Advisors 200 Spring St #120, Herndon, VA 20170
70381xxxxxxx0 abe****@n*****.com
Jake Stewart - State Farm Insurance Agent 490 Post St Ste 1606 San Francisco, CA 94102
41598xxxx3 jak*@j**********.com 4.6 45 361 9 360
Provident Credit Union 450 Golden Gate Ave, 2nd Fl, No 2-0558 San Francisco, CA 94102
41586xxxx9 aal*******@p**********.org 4.5 32 5912 89 5800
MANNA WEALTH MANAGEMENT - Washington DC Financial Advisors 700 K St NW, Washington, DC 20001
70353xxxx0 con****@p*************.org 5 23
Mccarthy Friedman Jones Wealth Management Group 425 N Martingale Rd Ste 200, Schaumburg, Il 60173 · ~4.5 mi
84794xxxx2 ada*********@w*****************.com
Bank of America Financial Center 5500 Geary Blvd, San Francisco, CA 94121
41562xxxx1 ahm*******@b***.com 1.8 25 2 44 886838
Steigerwald, Gordon & Koch Wealth Advisors 893-A Harrison St SE, Leesburg, VA 20175
70377xxxx6 ann@s****************.com 528
Ashfield 750 Battery Street San Francisco, CA 94111 41539xxxx7
First Command Financial Services Inc 6760 Corporate Dr Ste 100, Colorado Springs, CO 80919 71938xxxx2 aan******@f***********.com 7236 271
Pioneer Wealth Planning Group - Ameriprise Financial Services, LLC 145 S Wells St Suite 1800, Chicago, IL 60606
84748xxxx0 4.817
Edward Jones - Financial Advisor: George N Koepp, AAMS™ 10801 E State Rte 350, Raytown, MO 64138
81635xxxx6 acc**********@e**********.com 5 1
Ameriprise Financial Advisors 115 Sansome St Ste 520 San Francisco, CA 94104 41554xxxx4
Impact Advisors LLC 400 E Diehl Rd, Naperville, IL 60563
63094xxxx1 aal*****@i**************.com 591
Mary Alpers CFP®, EA, MBA, Robertson Stephens 15455 Gleneagle Dr Ste 205, Colorado Springs, CO 80921
71949xxxx3 abl**@r********.com
Investment Trust Company 7350 Campus Dr Ste 200, Colorado Springs, CO 80920
71963xxxx7 cas*********@i**************.com
Jeff Y Wong - Northwestern Mutual 600 Montgomery St Ste 1600 San Francisco, CA 94111
41573xxxx5 abb*****@n*****************.com 178 1038 187
Securities America Inc 7045 Campus Dr, Colorado Springs, CO 80920
71938xxxx5 aad********@s****************.com
First Command Financial Advisor - Jeff Harris 639 N Main St, O'Fallon, IL 62269
61862xxxx0 ban*****@f***********.com 5 6
Edward Jones 16055 Old Forest Pt Ste 100, Monument, CO 80132 71948xxxx3 acc**********@e**********.com
Edward Jones 10807 New Allegiance Dr Ste 440, Colorado Springs, CO 80921
71953xxxx4 a.j*********@e**********.com
Equity Planning Inc. Landow Building, 7910 Woodmont Ave #900, Bethesda, MD 20814
30165xxxx2 arl***@e*************.com 5 1
Covenant Wealth - Ameriprise Financial Services, LLC 10339 W Lincoln Hwy, Frankfort, IL 60423
81546xxxx9 bob*******@a***.com 273
Upscale Tax Professionals 1901 Harrison St Ste 1100 Oakland, CA 94612
51077xxxx2 amb**@u**********************.com 5 5
Zeller Wealth Management 13540 Northgate Estates Dr, Colorado Springs, CO 80921 71948xxxx8
Gatewood Wealth Solutions 1401 S Brentwood Blvd Ste 400, Brentwood, MO 63144
31492xxxx0 aar*********@g*************.com 5 21 1083 14 1000
Edward Jones - Financial Advisor: Adam Jardon 5265 N Academy Blvd Ste 3400, Colorado Springs, CO 80918
71926xxxx3 acc**********@e**********.com
TrigoFi 1012 Torney Ave San Francisco, CA 94129
41532xxxx5 con****@t******.com
Tammy Haygood - UBS Financial Services Inc. One California St Fl 20 San Francisco, CA 94111
41595xxxx5 aar*******@u**.com 5 1
Edelman Financial Engines 4000 Legato Rd 8th Floor, Fairfax, VA 22033
83375xxxx3 aar*******@e**********************.com 4 6
Robert L Chase Jr - Financial Advisor, Ameriprise Financial Services, LLC 2221 Lakeside Blvd, Ste 1250, Richardson, TX 75082 · ~32.5 mi
21444xxxx0 dns*****@a***.com
Lula Financial 66 Franklin St Fl 3 Oakland, CA 94607
41563xxxx7 ami*@l************.com 4.2 19 5 45
ING Financial Partners 505 Montgomery St Fl 11 San Francisco, CA 94111 41552xxxx6
Herrera Financial Services 1370 Valencia St Ste A San Francisco, CA 94110 41569xxxx0 5 1
Creative Planning, formerly ML&R Wealth Management LLC 401 Congress Ave. STE 1100, Austin, TX 78701
51227xxxx0 aho**@m****.com 183
Brian Prosser - Thrivent 2060 Briargate Pkwy Ste 120, Colorado Springs, CO 80920
71935xxxx3 ben*******@t*******.com
Golden Gate Financial Partners 580 California St Ste 1200 San Francisco, CA 94104
41539xxxx4 abi@g**********.com
Zachary Kibby - Thrivent 13710 Struthers Rd Ste 120, Colorado Springs, CO 80921
30194xxxx7 abc*******@t*******.com
Prudent Financial Planning 4850 Tamiami Trail N Suite 301, Naples, FL 34103
23923xxxx5 pat**@p*******************.com 5 16
Amaral Financial Planning San Jose, CA 95123
40879xxxx9 ama*********@p*********.is 5 44
Edward Jones - Financial Advisor: Steve Russell, CFP®|AAMS™ 2127 Espey Ct Suite 108, Crofton, MD 21114
41072xxxx4 a.j*********@e**********.com 5 1
Gillingham CPA 545 Market St, San Francisco, CA 94104
abi****@g************.com 5 23 5 36
Axxis Financial Group 2730 University Blvd W # 818, Wheaton, MD 20902
30194xxxx0 ami****@a*************.com 4.4 7
Serving Those Who Serve 15245 Shady Grove Rd # 240, Rockville, MD 20850 85543xxxx7 ash****@s*******.com 1004
Godsey & Gibb Wealth Management 6806 Paragon Pl # 230, Richmond, VA 23230
80428xxxx3 bra*****@g************.com
Merriam, Brandy 121 S Tejon St, Colorado Springs, CO 80903
71963xxxx0 ame******************@a***.com
Phil Sitar - Platinum Financial Services Advisor, Ameriprise Financial Services, LLC 400 N Michigan Ave Ste 1010, Chicago, IL 60611
31234xxxx0 5 1
The Financial Advisory Group, Inc. 5599 San Felipe St # 900A, Houston, TX 77056
71362xxxx0 adv*****@f**********.com 5 2
Demmon Gann Group Inc 2925 Professional Pl, Colorado Springs, CO 80904 71932xxxx0
Private Ocean 140 Geary St Fl 6 San Francisco, CA 94108
41578xxxx2 ang***@p***********.com 124
Divorce Capital Planning 1 Almaden Blvd, Ste 610 San Jose, CA 95113
40899xxxx0 doe*****@d*********************.com 5 9
Abich Financial Services 20135 Lakeview Center Plaza Suite 110, Ashburn, VA 20147
57157xxxx8 abe@a*************.com 4.8 67
Retirement Planners of America 1300 Summit Ave #600, Fort Worth, TX 76102
81771xxxx0 bi**@r***.com 4.9 159 557 14 672
Edward Jones 5037 N Academy Blvd, Colorado Springs, CO 80918
71959xxxx5 acc**********@e**********.com
NewtonWealthManagement 10800 Sikes Pl #215, Charlotte, NC 28277
70455xxxx9 dat*****************@i****.de 5 51
Carson Fong & Associates 950 Stockton St Ste 402 San Francisco, CA 94108 41598xxxx6 4.5 8
Ameriprise Financial Services Inc 5755 Mark Dabling Blvd, Colorado Springs, CO 80919
71959xxxx2 dns*****@a***.com
Edward Jones - Financial Advisor: Cameron Cornali 100 N Central Expy Ste 411, Richardson, TX 75080 · ~32.5 mi
97290xxxx8 acc**********@e**********.com
5 1
Securities America Inc 7045 Campus Dr Ste 101, Colorado Springs, CO 80920
71938xxxx5 aad********@s****************.com
Chris Churchill 101 Montgomery St Ste 600 San Francisco, CA 94104
41587xxxx2 aah*****@m*********.com 5 5
Partnerscapital 7660 Goddard St Ste 120, Colorado Springs, CO 80920
71959xxxx7 ste**@p**************.com
Edward Jones 307 E Fontanero St, Colorado Springs, CO 80907
71957xxxx9 acc**********@e**********.com
Edward Jones - Christopher Lightner 1150 Ballena Blvd Ste 100 Alameda, CA 94501
51052xxxx4 a.j*********@e**********.com 5 2
Aventine Wealth Management 75 Broadway Ste 202 San Francisco, CA 94111
41523xxxx0 aar******@a**************.com
Signature Estate & Investment Advisors, LLC 1650 Tysons Blvd # 1575, Tysons, VA 22102
70394xxxx0 adm**@s***.com
Envision Planning, LLC 100 Chadwick Square Ct E, Hendersonville, NC 28739
82882xxxx4 dav**@e***************.net 5 5
Raymond James & Associates 425 N Martingale Rd Ste 760, Schaumburg, IL 60173 · ~4.5 mi
84761xxxx0 aar************@r***********.com 17085
Responsible Financial Guidance - Ameriprise Financial Services, LLC 1 Overlook Point Ste 160, Lincolnshire, IL 60069
84784xxxx4 dns*****@a***.com
Fiduciary Wealth Management, LLC 4604-H Pinecrest Office Park Dr, Alexandria, VA 22312
70324xxxx1 cbr*******@f***********.com
BDO One Bush St, San Francisco, CA 94104
41539xxxx0 aab*******@b**.com 1 3 7866 8200
Activate Wealth 2400 Market St No. 200, Philadelphia, PA 19103
21570xxxx6 tay***@a****************.com 5 17 202
Financial Services 6025 Erin Park Dr, Colorado Springs, CO 80918
71926xxxx1
Marlow & Massoni Cpas 2134 Van Ness Ave San Francisco, CA 94109
41567xxxx4 ale*@m*********.com 32 4.5 8
Charles Schwab 1160 Plaza Dr, Schaumburg, IL 60173 84770xxxx0 app*******************@s*****.com 2.9 13
Private Client Wealth Advisors, LLC 1040 S Gaylord St #12, Denver, CO 80209
30394xxxx2 bar**@p****.com 5 1
Thrivent Financial - San Francisco Group 50 Belcher St San Francisco, CA 94114
41543xxxx0 a.v@t*******.com 3.5 2
Edward Jones - Financial Advisor: Eddie Calderon 5037 N Academy Blvd, Colorado Springs, CO 80918
71960xxxx7 and*******@c*************.ca 5 5
Axiom Advisory One Sansome St Ste 3500 San Francisco, CA 94104
41548xxxx1 hel**@a************.com
Edward Jones - Financial Advisor: Will Brown, AAMS™ 999 E Touhy, Ste 125, Des Plaines, IL 60018 · ~3.3 mi
84739xxxx5 a.j*********@e**********.com 5 3 157
5
First Command Financial Advisor - Bruce Fike 615 Wooten Rd Ste 130, Colorado Springs, CO 80915
71946xxxx5 abe***@f***********.com 5 7 16 7093 258 7596
First Command Financial Advisor - Beth McKiernan 1277 Kelly Johnson Blvd Ste 260, Colorado Springs, CO 80920
71959xxxx1 abe***@f***********.com
Heritage Wealth Planning 13101 Morris Rd 6th Floor, BLDG 1, Alpharetta, GA 30004
77057xxxx0 jos*@h*********************.com 4.9 43
Oum & Co 601 California St Fl 18 San Francisco, CA 94108
41543xxxx4 a@o*****.com 5 3 5 2
Skylark Wealth 2443 Fillmore 380-1492 San Francisco, CA 94115
41588xxxx9 jan*@s************.com 5 1
Edward Jones - Financial Advisor: Angela VanDeBerghe, AAMS™ 222 State St, Fort Scott, KS 66701
62022xxxx4 a.j*********@e**********.com
Virginia Estate and Retirement Planning Advisors, inc. 1818 Library St #400, Reston, VA 20190
80027xxxx8 dat*****************@i****.de
World Financial Advisors 5177 Richmond Ave. Suite 318, Houston, TX 77056
71377xxxx0 jle****@w*********************.com
Harness Wealth 32 6th Ave Floor 13, New York, NY 10013
64658xxxx7 adv*****@h************.com 5 6
The Retirement Planning Group 4811 W 136th St, Leawood, KS 66224
91349xxxx8 and**********@p******************.com 4.9 84
Michelle Renee Alberda - Ameriprise Financial Services 150 Post St Ste 530 San Francisco, CA 94108
41562xxxx3 dns*****@a***.com 4.6 7
The Kelley Financial Group 1605 Carmody Ct #301, Sewickley, PA 15143
41252xxxx0 c18*****************************@s*****.wixpress 5 21 4227 2
Edward Jones - Financial Advisor: Jeff Maciejewski 8610 Explorer Dr Unit 112, Colorado Springs, CO 80920
71935xxxx5 acc**********@e**********.com
William Shulack - Financial Advisor, Ameriprise Financial Services, LLC 8008 N High St, Columbus, OH 43235
61431xxxx1 amy*********@a***.com 1351 1400
Ameriprise Financial Advisors 455 Market St Ste 1480 San Francisco, CA 94105 41577xxxx6 1.7 23
Brandon J Miller - Brio Financial Group 333 Bush St Ste 1400 San Francisco, CA 94104
83362xxxx0 abr****@b*****.com 5 2
Chicago Private Wealth Group 1211 22nd St Suite 209, Oak Brook, IL 60523
70824xxxx0 cpw*@l***********.com 243
Edward Jones - Financial Advisor: Parker T Austin 1628 California St Ste A San Francisco, CA 94109
41540xxxx5 a.j*********@e**********.com 5 1 85273
Professional Financial Advisors, LLC 1400 S Dewey St #300, North Platte, NE 69101
30853xxxx0
Royal United Mortgage LLC 1450 American Ln STE 750, Schaumburg, IL 60173
88876xxxx5 a.j*********@r******************.com 4.7 219 4221
Chris Fash - Private Wealth Advisor, Ameriprise Financial Services, LLC 2805 Butterfield Rd STE 110, Oak Brook, IL 60523
77386xxxx2
Convexity Investments LLC
63036xxxx1 inf*@c**************.com 98
Index Gurus 5350 Paso Del Rio Way, Concord, CA 94521
92535xxxx0 far**@i*********.com 5 47
Golden Hills Financial Group 1445 Golden Hills Rd, Colorado Springs, CO 80919 71926xxxx0 gio*****@g***************.com
Level Wealth Management 204 Muirs Chapel Rd # 100, Greensboro, NC 27410
33635xxxx2 aar**@l******.com 5 34
Karissa Wong - Ameriprise Financial Advisor 44 Montgomery St Ste 4210 San Francisco, CA 94104 41578xxxx0
United Capital Financial Advisors 746 Walker Rd STE 16, Great Falls, VA 22066
70375xxxx7 car****@u******************.com
Elite Financial Group San Francisco Bay Area, CA 94102
41577xxxx2 dhu***@e*******.com 4.8 5
Altitude Financial Planning 1880 Office Club Pt, Colorado Springs, CO 80920
71948xxxx8 dat********@r*******.com
Mont Wealth SM 3225 Austin Bluffs Parkway Suite 150B, Colorado Springs, CO 80918
85564xxxx3 ami******@m*********.com
Upstart Wealth Management 582 Market St Ste 808 San Francisco, CA 94104
41554xxxx6 inf*@u************.com
Plan For It Financial LLC
78180xxxx9
Morgan Stanley & Co 101 California St San Francisco, CA 94111 1 2
Caffrey Insurance Solutions 2413 Webb Ave Ste C Alameda, CA 94501
51044xxxx7 aca*****@c***************.com 5 2 5 89 71
ROMAR Wealth Management 600 Grand Ave Ste 301 Oakland, CA 94610
51081xxxx9 5 13
Stephanie Colgate - Thrivent 13710 Struthers Rd Ste 120, Colorado Springs, CO 80921
71980xxxx4 adm**@d***********.com
Christopher Detzer 350 Oakland Ave, Oakland, CA 94611 51073xxxx9 4.9 18
Edward Jones - Financial Advisor: Mayumi Y Flesner 1 Pierce Pl Ste 200 E, Itasca, IL 60143 · ~2.9 mi
63025xxxx8 a.j*********@e**********.com 82922
Porte Brown 845 Oakton St, Elk Grove Village, IL 60007
84795xxxx0 a-b*******@p*********.com 4.1 17 810 1 874
Financial Advisory Systems, PLLC 9255 Center St #400a, Manassas, VA 20110
70333xxxx4 jbe********@m************.com 5 14
Timothy Financial Counsel, Inc. 10 S Riverside Plaza STE 1800, Chicago, IL 60606
31260xxxx5 aar********@t***************.com
Fitch Financial Advisors 2627 Chestnut St San Francisco, CA 94123
41592xxxx9 cla****@f************.com 3.7 3
Berit Suba, MBA,CFP 555 California Ste 2300 San Francisco, CA 94104 41539xxxx2 5 1
Afflora Financial Life Planning 5990 SW 28th St g, Topeka, KS 66614
78524xxxx3 5e2*************************************@w*****************.com 5 15
Derick Gant 5577 Airport Hwy #200, Toledo, OH 43615
41997xxxx2 dg@d*********.com 5 45 5 10 5100
New Mexico State Investment Council 41 Plaza La Prensa A, Santa Fe, NM 87507
50547xxxx0 alf**********@s****.nm
Partners Capital Management Inc 7660 Goddard St Ste 120, Colorado Springs, CO 80920
71959xxxx7 joh*@p**************.com
Patricia Synatschk 1864 Woodmoor Dr Ste 210, Monument, CO 80132
71353xxxx7 adm**@d***********.com
Patrick Mottley - Financial Advisor, Ameriprise Financial Services, LLC 1 Oakbrook Terrace Ste 700, Oakbrook Terrace, IL 60181
70834xxxx9 dns*****@a***.com
Edward Jones - Financial Advisor: Clint Chedester 11580 Black Forest Rd Ste 50, Colorado Springs, CO 80908 71949xxxx2
Edward Jones - Financial Advisor: Kim Ramsay, CFP® 493 State Hwy 76 Suite I, Anderson, MO 64831
41784xxxx0 acc**********@e**********.com 5 1
Asti Financial Management 1101 Marina Village Pkwy Sre 201 Office #275 Alameda, CA 94501
51052xxxx7 eil***@a************.com 4.7 3 4.5 17
Brett D White - Private Wealth Advisor, Ameriprise Financial Services, LLC 1 Oakbrook Terrace Ste 700, Oakbrook Terrace, IL 60181
63039xxxx3 dns*****@a***.com
Moneta Group | St. Louis Investment Advisors 100 S Brentwood Blvd, St. Louis, MO 63105 31472xxxx0 aba*****@m**********.com 3.5 8
Heim, Young and Associates, Wealth Management 800 State Highway 248 Suite #2B, Branson, MO 65616
41788xxxx3 pla*@h********.com 5 1
Wealth Enhancement Group 5599 San Felipe St # 900A, Houston, TX 77056
71362xxxx0 aba****@w****************.com 5 2
Andrews Financial Planning 228 Windsor River Rd Ste 112 Windsor, CA 95492
70732xxxx3 ka@a***********************.com 5 2
Clayton And Associates Investment Group 6595 Silverwind Cir, Colorado Springs, CO 80923 94172xxxx8
Peace of Mind Financial Planning 7222 Commerce Center Dr suite 175, Colorado Springs, CO 80919
71983xxxx1 inf*@p*************.com 3.7 3
Covenant Wealth Advisors 1768 Business Center Dr suite 350, Reston, VA 20190
70399xxxx0 baf*****************************@s*****.wixpress 214 241
AAA San Francisco Potrero Center Branch 2300 16th St Ste 280 San Francisco, CA 94103
62890xxxx9 aaa************@n*******.aaa 4.3 327 3.4 141 3.6 702 201101 268 201000
MDRN Capital 1997 Annapolis Exchange #300a, Annapolis, MD 21401
66722xxxx0 aar**********@m**********.com 5 33
Rick Smith - Universal Lending Home Loans NMLS#235269 Serving theUnited States Air Force Acad Area
71949xxxx0 inf*@u**.com 5 12
Alpers Financial Planning 15455 Gleneagle Dr, Colorado Springs, CO 80921 71949xxxx3
Tyler Geik - Financial Advisor, Ameriprise Financial Services, LLC 3013 N Ashland Ave Ste 1, Chicago, IL 60657
77388xxxx0
Edward Jones - Financial Advisor: Chad J Williams, CFP®|ChFC®|ABFP™|CLU®|AAMS™|ADPA™|CRPC™|CRPS™|CSRIC® 3701 Pender Dr #525, Fairfax, VA 22030
57129xxxx2 a.j*********@e**********.com
Delaware Financial Planning
30246xxxx9 mik*@d**********.com 5 4
RGT Wealth Advisors 5950 Sherry Ln # 600, Dallas, TX 75225
21436xxxx0 abr***@r**********.com 5 1
Cole Williams - Associate Financial Advisor, Ameriprise Financial Services, LLC 3610 Shire Blvd, Ste 212, Richardson, TX 75082 · ~32 mi
97263xxxx3 amy******@a***.com
Transamerica Corporation 600 Montgomery S Ste 2300 San Francisco, CA 94111 1 11
Wells Fargo Advisors 8620 N Union Blvd, Colorado Springs, CO 80920
71949xxxx0 a-w***************@w*****************.com
Merrill Lynch Wealth Management 90 S Cascade Ave Ste 600, Colorado Springs, CO 80903
71963xxxx0 ale*********@m*.com
Virginia Estate and Retirement Planning Advisors, Inc. 4870 Sadler Rd, Glen Allen, VA 23060
80420xxxx1 inf*@m******.com 5 22
BookSoEasy 1459 18th St Ste 246 San Francisco, CA 94107
41524xxxx2 ake**@b*********.com 4.7 15
Edward Jones 1832 Woodmoor Dr Ste 200, Monument, CO 80132
71948xxxx2 a.j*********@e**********.com
Evan Hoobchaak - Private Wealth Advisor, Ameriprise Financial Services, LLC 800 Hart Rd Ste 390, Barrington, IL 60010
84789xxxx7
Cooper Financial Planning 8700 W Bryn Mawr Ave, Chicago, IL 60631 · ~6.2 mi
77339xxxx2 asc*****@f*************.com 194 2
Samantha N Dinh, CFP - Paragon Financial Planning 550 Park St, Ste 105 Alameda, CA 94501
51022xxxx4 inf*@p*********.com 5 2 5 46
Edward Jones - Financial Advisor: Kevin C Dunbaugh 7836 N Academy Blvd, Colorado Springs, CO 80920
71942xxxx7 and*******@c*************.ca 5 2
SC Wealth Advisors 951 N Plum Grove Rd # G, Schaumburg, IL 60173
63073xxxx3 puj********@s***************.com
Edward Jones - Financial Advisor: Andrew L Coats, CRPC™ 2751 Prosperity Ave Ste 270, Fairfax, VA 22031
70320xxxx5 a.j*********@e**********.com
Financial Services Richard Peace CFP 6025 Erin Park Dr, Colorado Springs, CO 80918
71926xxxx1
FIS 1165 Arbor Dr, Romeoville, IL 60446
63079xxxx0 aar*******@f********.com 3.1 9
Edward Jones - Financial Advisor: Joe Suhajda, AAMS™ 13804 Gleneagle Dr, Colorado Springs, CO 80921
71948xxxx0 a.j*********@e**********.com
San Francisco Associates 847 Sansome St Fl 4 San Francisco, CA 94111
41567xxxx0 abl******@s***********.com 5 2
Scheffler Thomas J Certified Financial Planner 1 Sansome St San Francisco, CA 94104 41595xxxx8
WINDfall Financial Group 10 Milland Dr Ste B-6 Mill Valley, CA 94941
41538xxxx2 1 2 5 1
Fash Wealth Advisors - Ameriprise Financial Services, LLC 2805 Butterfield Rd STE 110, Oak Brook, IL 60523
77386xxxx2 dns*****@a***.com
Ameriprise Financial Advisors 111 Pine St Ste 1750 San Francisco, CA 94111 41553xxxx0
Edward Jones - Financial Advisor: Chris H Palmer, CFP®|ChFC®|CIMA®|AAMS™ 7420 Alban Station Blvd Suite B 202, Springfield, VA 22150
70364xxxx6 a.j*********@e**********.com
Katy Song Financial Planning 34 Meadow Dr Mill Valley, CA 94941
41527xxxx3 kat*@k*******.com 5 3 76
Planning Financial Futures, Inc 1895 Walt Whitman Rd #6, Melville, NY 11747
63154xxxx3 jle***@n***************.com 5 45
Edward Jones - Financial Advisor: Joshua Chadwick 307 E Fontanero St, Colorado Springs, CO 80907
71957xxxx9 a.j*********@e**********.com
Bullock Capital Alliance Inc 1271 Kelly Johnson Blvd Ste 210, Colorado Springs, CO 80920 71977xxxx7
Charles Schwab 100 W Higgins Rd Suite A-1, Barrington, IL 60010 84730xxxx6 3.7 3
All-Pro Advisors LLC 4117 Fairway Dr, Gibsonia, PA 15044
41256xxxx0 con****@a**************.com 5 21
Kyle Hazen - Financial Advisor, Ameriprise Financial Services, LLC 760 Village Center Dr STE 210, Burr Ridge, IL 60527
63046xxxx5 jul*********@a***.com 254
The Read Wealth Management Group - UBS Financial Services Inc. One N Upper Wacker Dr, Chicago, IL 60606
31252xxxx6 ade********@u**.com 4.52
Innovative Financial Planning 500 N Franklin Tpke, Ramsey, NJ 07446
20164xxxx0 kdi****@i**********.com 58
Edward Jones - Financial Advisor: Brian E Magura, CFP®|AAMS™ 1532 Nerge Road, Elk Grove Village, IL 60007 · ~4.2 mi
84735xxxx0 acc**********@e**********.com 21 82708 92750
5
Financial Planning Advisors Inc 1122 Penn Ave, Wyomissing, PA 19610
61037xxxx4 acc*******@f**********.com 5 1
David Urlaub - Thrivent 2060 Briargate Pkwy Ste 120, Colorado Springs, CO 80920
71937xxxx1 adm**@d***********.com
Castellon Professional Services 48 Gold St Ste 200 San Francisco, CA 94133
41565xxxx6 j*n*@m*********.com 5 9
6 Meridian 8301 E 21st St N #150, Wichita, KS 67206 31677xxxx1
Destination College (College Planning)
84760xxxx9 dd0*****************************@s*****.wixpress 4.8 81
Joe Wu, CPA Walnut Creek, CA 94598
92577xxxx9 joe**@j*******.com 4.9 31
Affinity Capital Advisors 825 Page St Berkeley, CA 94710
51098xxxx1 con****@a*************.com 5 3
John McCallion - Financial Advisor, Ameriprise Financial Services, LLC 2001 Butterfield Rd Ste 1520, Downers Grove, IL 60515
63074xxxx4 dns*****@a***.com
ImpactAdvisor 655 Montgomery St, San Francisco, CA 94111
41542xxxx2 exx********@i************.com 5 2
Bank of America Financial Center 1525 Market St, San Francisco, CA 94103
41562xxxx3 ahm*******@b***.com 2.2 73
Tobias Financial Advisors 1000 S Pine Island Rd Suite 450, Plantation, FL 33324
95442xxxx0 aim**@t**************.com 5 3
Windgate Wealth Management & Fi-Care Financial Wellness Benefits 300 S Wacker Dr Suite 2880, Chicago, IL 60606
84437xxxx3 joh***@w*************.com
Joanne Jordan - Ameriprise Private Wealth Advisor 44 Montgomery St Ste 4210 San Francisco, CA 94104 41562xxxx2
Purpose Financial Planning LLC 8745 W Higgins Rd, Chicago, IL 60631 84737xxxx7 5 1
Washington Capital Partners 8401 Greensboro Dr Suite 960, McLean, VA 22102
70334xxxx9 abb****@w************************.com 4.6 77 954 33 1000
First Command Financial Advisor - Tom Finneran 1277 Kelly Johnson Blvd Ste 260, Colorado Springs, CO 80920
71959xxxx1 abe***@f***********.com
Thomas J Manzardo - Private Wealth Advisor, Ameriprise Financial Services, LLC 111 E Schaumburg Rd, Schaumburg, IL 60194
84758xxxx1
Clear Financial Strategies, LLC 1750 E Golf Rd Ste 230, Schaumburg, IL 60173 · ~5.3 mi
84437xxxx0 91b*************************************@w*****************.com 5 3
Riley Accounting Lee Riley CPA MBA-tax 85 Libertyship Way, Sausalito, CA 94965
41530xxxx8 lee@r**************.net 4.5 8
PlanWell Financial Planning 10701 Parkridge Blvd STE 130, Reston, VA 20191
30138xxxx9 bre**********@p*********.com 5 4
Kindness Financial Planning
20665xxxx7 exa****@g****.com 5 1
Rippinger Financial Group Inc 1501 E Woodfield Rd, Schaumburg, IL 60173 · ~5 mi
84741xxxx0 jri*******@r*****.com
Modern Family Finance Oakland, CA 94612
41529xxxx6 hel**@g*********.co 5 8 269 273
First Republic Bank 101 Pine St, San Francisco, CA 94111
41526xxxx7 aac**********@f************.com 4 17 3.7 109 89755 260
Edward Jones - Financial Advisor: Amy K Dyess 12295 Oracle Blvd Ste 240, Colorado Springs, CO 80921
71948xxxx7 a.j*********@e**********.com 343
Financial Forecasts Inc 3918 Prosperity Ave # 318, Fairfax, VA 22031
70328xxxx7 bry**@f*****.com 3 2
Burton Insurance Services 114 Hazel Ave Mill Valley, CA 94941
41538xxxx3
StoneX Group Inc. 230 S La Salle St #10-500, Chicago, IL 60604
31278xxxx0 aar**@s*****.com 4 4 678 21 791
Adrienne Ng - State Farm Insurance Agent 1643 Noriega St San Francisco, CA 94122
41529xxxx8 4.3 17
MTD Financial Woodfield Preserve, 10 N Martingale Rd Ste 400, Schaumburg, IL · ~4.1 mi
31255xxxx1 esh*****@m***********.com
RJ Martin - Romar Wealth Management 600 Grand Ave Ste 301 Oakland, CA 94610
51081xxxx9 aar************@r***********.com 5 12
233 Wealth Management Group - Morgan Stanley 233 S Wacker Dr 87th Floor, Chicago, IL 60606
31244xxxx7 acm***********@m************.com
Curtis Lee - State Farm Insurance Agent 648 Stanyan St, San Francisco, CA 94117
41575xxxx8 cur***@c********.net 4.9 87 4.7 46 70 3
Asset Architects Co 1755 Telstar Dr, Colorado Springs, CO 80920 72051xxxx9
Congressional Capital Management 1100 New York Ave NW, Washington, DC 20005 20262xxxx2 1 1
Council Financial & Insurance Services 425 Market St Ste 1600 San Francisco, CA 94105
92587xxxx2 her*@c***************.com 5 68 107
Emmanuel A Santos, JD CPA Incorporated 447 Sutter St Ste 714 San Francisco, CA 94108
41536xxxx1 ami********@e******.com 4.4 8 369 53 354
Alyssum Malone at Buckingham Strategic Wealth 8580 Scarborough Dr Ste 145, Colorado Springs, CO 80920
71926xxxx0 adm**@b****************.com 553 6 649
Wesling Financial Planning Services 6621 Wakefield Dr Unit 113, Alexandria, VA 22307
70376xxxx9 car******@w***************.com 5 2
The Financial Planning Company 333 W 7th St, Royal Oak, MI 48067
24876xxxx0 ala*@t**************************.com 5 8 66
The Mather Group 353 N Clark St #2775, Chicago, IL 60654
88853xxxx0 a.c******@t*************.com 3.2 18
D F Dent 400 E Pratt St #720, Baltimore, MD 21202
41083xxxx4 bhr*****@d*****.com
Bullock Capital Alliance Inc 1271 Kelly Johnson Blvd, Colorado Springs, CO 80920 71977xxxx7
Wells Fargo Advisors 105 Holbrook St, Colorado Springs, CO 80921
42546xxxx7 a-w***************@w*****************.com
Edward Jones - Financial Advisor: Todd A Jones, AAMS™ 999 E Touhy Ave Ste 125, Des Plaines, IL 60018 · ~3.3 mi
84739xxxx5 a.j*********@e**********.com 21
5
Edward Jones 2950 Professional Pl Ste 209, Colorado Springs, CO 80904 71947xxxx4 a.j*********@e**********.com
Financial Advisory Corporation 4251 Cascade Rd SE, Grand Rapids, MI 49546
61623xxxx0 ad@f********.com
Edward Jones - Financial Advisor: Brian Diehl, WMCP®|AAMS™|CRPC™ 6565 Arlington Blvd Suite 502, Falls Church, VA 22042
70320xxxx2 a.j*********@e**********.com
Edward Jones - Financial Advisor: Stan Schmidt, CFP®|ChFC®|AAMS™ 12106 State Line Rd, Leawood, KS 66209
91349xxxx5 acc**********@e**********.com
Monument Wealth Management 1940 Duke St Suite 6100, Alexandria, VA 22314
70350xxxx0 a_d******@m***********************.com 4.8 26 1550 26 1500
Hancock Partners 235 Montgomery St Ste 960 The Russ Building San Francisco, CA 94104
41598xxxx0 ami*@h***************.com 4.2 6 482
Edelman Financial Engines 8610 Explorer Dr Unit 120, Colorado Springs, CO 80920
83375xxxx3 a.b*****@e**********************.com
Flex Tax and Consulting Group 1160 Battery St E, Ste 100 San Francisco, CA 94111
41586xxxx8 ale******@f******.com 4.8 53 4.8 151 1171 1100
Lisa Forbes - Platinum Financial Services Advisor, Ameriprise Financial Services 5755 Mark Dabling Blvd Ste 370, Colorado Springs, CO 80919
71965xxxx7 dns*****@a***.com
Wealth by Design 3030 Bridgeway Ste 114 Sausalito, CA 94965
41533xxxx0 bar****@w*******************.com
Leander Don Cert Financial Planner 6645 Delmonico Dr Ste 101, Colorado Springs, CO 80919
71926xxxx5
Schultz Collins 455 Market St Ste 1250 San Francisco, CA 94105
41529xxxx0 bel****@s*************.com 5 1
Scalisi & Bernazzani Financial Services 1635 Irving St, San Francisco, CA 94122 41566xxxx4 5 37
First Command 1277 Kelly Johnson Blvd Ste 260, Colorado Springs, CO 80920
71959xxxx1 abe***@f***********.com 4 4 7280 200 7500
Kenneth Weigand - Financial Advisor, Ameriprise Financial Services, LLC 800 Hart Rd Ste 390, Barrington, IL 60010
84789xxxx4 dns*****@a***.com
Allstate Personal Financial Representative: Lynette Melcher 1726 Connecticut Ave NW Ste 200, Washington, DC 20009
20288xxxx4 a****00@a*******.com 5 26
Albory San Francisco, CA 94122 41566xxxx9 4 4
Merrill Lynch 600 California St Fl 8 San Francisco, CA 94108 41595xxxx0 2 6
Farmers Insurance - Aaron Thach 82 W Manor Dr Ste B Pacifica, CA 94044
41589xxxx3 aag****@f***********.com 4.9 52 5 143 279 122
Cresset Family Office | Chicago 444 W Lake St #4700, Chicago, IL 60606 31262xxxx9 ama*****@c*************.com
Hightower Advisors 200 W Madison St STE 2500, Chicago, IL 60606
31296xxxx0 aba**@h****************.com 4.3 12 11275 37
Edward Jones - Financial Advisor: Aaron M Zimmerman 4830 Rusina Rd Ste A, Colorado Springs, CO 80907
71928xxxx6 and*******@c*************.ca
Fiduciary Financial Advisors 124 Fulton St E Suite 200, Grand Rapids, MI 49503
61662xxxx2 use*@d*****.com 5 32
Chris Curl - Thrivent 2060 Briargate Pkwy Ste 120, Colorado Springs, CO 80920
71936xxxx4 adm**@d***********.com
Aspiriant 50 California St Ste 2600 San Francisco, CA 94111
41537xxxx0 a.m********@a********.com
Michael K White CPA & Associates 1261 Locust St Walnut Creek, CA 94596
92537xxxx3 inf*@m***************.com 3.8 5 2.1 7 12 2 23
Financial Management Services Inc 5039 A Backlick Rd, Annandale, VA 22003 70325xxxx0 5 1
Freedom Capital Management Mill Valley, CA 94941
41523xxxx4 guy@f***********************.com
Shawn Kennedy - Financial Advisor, Ameriprise Financial Services, LLC 760 Village Center Dr STE 210, Burr Ridge, IL 60527
70869xxxx4
The Calara Agency - Financial Services & Insurance 7820B Wormans Mill Rd, Frederick, MD 21701 30170xxxx5 5 68
Money Concepts Financial Planning Centre 1045 Allegheny Dr, Colorado Springs, CO 80919 71959xxxx1
Decker Retirement Planning 1 Harbor Dr Ste 300 Sausalito, CA 94965
41552xxxx0 inf*@d*******.com
Sovereign Private Wealth 21 Augusta St C, Greenville, SC 29601
86450xxxx8 bob@s**********.com 5 32
Association of African American Financial Advisors 1050 Connecticut Ave NW, Washington, DC 20036
20257xxxx9 adm**@a*******.org
Edward Jones - Financial Advisor: Keith Mitsch, AAMS™ 20 N Martingale Rd Ste 435, Schaumburg, IL 60173 · ~4.1 mi
84752xxxx8 a.j*********@e**********.com
Advisors Asset Management 18925 Base Camp Rd Ste 203, Monument, CO 80132
71948xxxx6 a.m****@a******.com
Edelman Financial Engines 1800 Diagonal Rd UNIT 480, Alexandria, VA 22314
83375xxxx3 aar**@e**********************.com 4.5 2 18379 14 19780
Edward Jones - Financial Advisor: Nicole Schelkopf, CFP® 43 W Schaumburg Rd, Schaumburg, IL 60194 · ~6.4 mi
84789xxxx5 a.j*********@e**********.com
5
Tryon Investments, LLC 745 Community Dr Suite E, North Liberty, IA 52317
31966xxxx0 abd**@c*****.com 4.5 15
Scott M Hauser - Private Wealth Advisor, Ameriprise Financial Services 2438 Research Pkwy Ste 105, Colorado Springs, CO 80920
71932xxxx0 dns*****@a***.com
Lauterbach & Amen LLP 668 N River Rd, Naperville, IL 60563
63039xxxx3 aad***@l*************.com 4.2 22
Independent Financial Planning 1930 Isaac Newton Square STE 205, Reston, VA 20190
57196xxxx8 dan***@i********.com 5 1
Farr Miller & Washington 1020 19th St NW, Washington, DC 20036
20253xxxx0 aga****@f*********.com 5 2 558
America First Investment Advisors | Financial Planning & Investment Management in Omaha 10050 Regency Cir #515, Omaha, NE 68114
40299xxxx8 aby***@a****.com
Integrity Bank & Trust 5550 Powers Center Pt, Colorado Springs, CO 80920
71949xxxx0 aat******@i********************.com 5 7
Joseph Khasho - Financial Advisor, Ameriprise Financial Services, LLC 1600 Golf Rd #1200, Rolling Meadows, IL 60008
84798xxxx0
First Command Financial Planning 1277 Kelly Johnson Blvd, Colorado Springs, CO 80920
71959xxxx1 aar*******@f***********.com 4 4
Alexander Financial Planning 1818 Library St Suite 500, Reston, VA 20190
70367xxxx8 ava****@a**********.com
Jason Osenton - U.S. Bank Larkspur, CA 94939
41526xxxx0 adr*************@u*****.com 5 66 345281 5445 348000
Bennco Advisors 731 N Tejon St, Colorado Springs, CO 80903
71957xxxx9 bri***@b*****.com
Plan 202 580 California St San Francisco, CA 94104 41593xxxx9 5 1
Adam Koren Financial Coaching Oakland, CA 94609
54177xxxx2 joh*******@a********.com 5 29
SOVEREIGN WEALTH MANAGEMENT - Financial Planning Services, Financial Advisor in Tysons, Vienna, DC, MD, VA 8229 Boone Blvd Suite 760, Vienna, VA 22182
70331xxxx5 ali***@s********.global 5 10 5 13 1100
Retirement Planners of America 2820 Dallas Pkwy, Plano, TX 75093
46924xxxx0 amy@r***.com 4.6 204 556 14
Peak Investment Advisors 5825 Delmonico Dr, Colorado Springs, CO 80919
71926xxxx5 pea************@c*.com
Mitchell Advisory Fee-Only Financial Planners 11710 Plaza America Dr suite 2000, Reston, VA 20190
70348xxxx8
The Wealth Planner 1300 Summit Ave Suite 120, Fort Worth, TX 76102
81787xxxx7 c18*****************************@s*****.wixpress
Peninsula Wealth, LLC 350 Townsend St Ste 411 San Francisco, CA 94107
41567xxxx0 a@p**************.com
Forum Financial Management, LP 1900 S Highland Ave STE 100, Lombard, IL 60148
63087xxxx0 ddo*******@f*************.com
First Command Financial Advisor - Pete Forde 1277 Kelly Johnson Blvd Ste 260, Colorado Springs, CO 80920
71959xxxx1 abe***@f***********.com
Edward Jones - Financial Advisor: Jeff Thomas, AAMS™ 1817 N Union Blvd Ste E, Colorado Springs, CO 80909
71963xxxx2 a.j*********@e**********.com
Producers Financial Network 5350 Tomah Dr Ste 3800, Colorado Springs, CO 80918
71953xxxx9 ali**@p****.com
First Command Financial Advisor - Charley Rymer 615 Wooten Rd Ste 130, Colorado Springs, CO 80915
71946xxxx5 abe***@f***********.com 15 7022 255 7520
Investment Adviser Association 818 Connecticut Ave NW #600, Washington, DC 20006
20229xxxx2 ala*********@i****************.org
Paul Gamache - Thrivent 13710 Struthers Rd Ste 120, Colorado Springs, CO 80921
71989xxxx4 abc*******@t*******.com 150
Jeff Stoffer - Terra Blue Wealth Management 3030 Bridgeway, San Francisco, CA 94965
41572xxxx7 hel**@t**********.com 5 5
Liberty Capitol Group - Institutional Consulting - UBS Financial Services Inc. 1501 K St NW #1100, Washington, DC 20005
20258xxxx8 bre***********@u**.com
Independent Financial 440 Chapel Hills Dr, Colorado Springs, CO 80920
71926xxxx9 adm**@i*********.com 3289 518 3400
LPL Financial 900 N Arlington Heights Rd # 380, Itasca, IL 60143 63025xxxx9 5 2
Mission National Bank 3060 16th St, San Francisco, CA 94103
41582xxxx7 all*********@m****.com 3 8 3 10
Edward Jones - Financial Advisor: Bryan Townley 2007 N Collins Blvd, Suite 401, Richardson, TX 75080 · ~33 mi
97223xxxx8 acc**********@e**********.com
Bespoke Wealth Advisors 733 Front St Ste 110 San Francisco, CA 94111
88847xxxx3 gra**@b********************.com
Financial Planning Advisors 1600 Washington Ave #1, Alton, IL 62002 61847xxxx0
David C Waring - Financial Advisor, Ameriprise Financial Services, LLC 765 Ela Rd Ste 300, Lake Zurich, IL 60047
84784xxxx1 dns*****@a***.com
Armand Minasian, CFP 1001 Bayhill Dr Fl 2 San Bruno, CA 94066 41551xxxx9
The Tax Group 4630 Geary Blvd Ste 101 San Francisco, CA 94118 41538xxxx0 3.7 6
Piershale Financial Group 1531 S Grove Ave #206, Barrington, IL 60010
84771xxxx0 eri*********@p*****************.com 4.7 58
Curtis Pope, CFP | Certified Financial Planner | Financial Advisor 450 Lexington Ave 4th fl, New York, NY 10017
64664xxxx7 cur**********@g****.com 5 69
Marble Capital 580 California San Francisco, CA 94104
41543xxxx6 bxx**********@m************.com 5 1
Capital Wealth Strategies 2790 N Academy Blvd Ste 331, Colorado Springs, CO 80917 71963xxxx9
Edward Jones - Financial Advisor: Kevin C Dunbaugh, CFP®|AAMS™ 7836 N Academy Blvd, Colorado Springs, CO 80920
71959xxxx0 acc**********@e**********.com
Mission Financial Planning 5410 W 61st Pl Suite 100, Mission, KS 66205
91394xxxx4 inf*@m***********************.com
Simply Stated Retirement Solutions 158 State St Suite 2B, Bluffton, SC 29910
84396xxxx0 dow*************@2*.jpeg 5 7
First Command Financial Advisor - Christie George 1277 Kelly Johnson Blvd Ste 260, Colorado Springs, CO 80920
71959xxxx1 abe***@f***********.com
Reed Eisenhauer - Northwestern Mutual 600 Montgomery St San Francisco, CA 94111 50924xxxx3
Edward Jones - Financial Advisor: Nancy M Reiser, AAMS™|CRPC™ 1699 Wall St Ste 500, Mount Prospect, IL 60056 · ~2.7 mi
84759xxxx3 a.j*********@e**********.com
Springs Plans 7045 Campus Dr Ste 101, Colorado Springs, CO 80920 71938xxxx9
Peak Capital Management 1465 Kelly Johnson Blvd Ste 350, Colorado Springs, CO 80920
71952xxxx5 bri**@p*************.net
David Wealth Management, LLC 8315 Lee Hwy #325, Fairfax, VA 22031
70356xxxx0 cjd****@d**********.com 5 16
Minkoff & Associates - Ameriprise Financial Services 432 Clay St San Francisco, CA 94111
41539xxxx0 dns*****@a***.com 5 6
Chase Bank 1811 19th Ave, San Francisco, CA 94122
41575xxxx0 acc**********@c****.com 3.6 17 2.7 35 871051 5277
Partners Capital Management 1755 Telstar Dr Ste 300, Colorado Springs, CO 80920
71959xxxx7 con****@p**************.com
Prime Wealth Management 2936 Domingo Ave Ste 1 Berkeley, CA 94705
51038xxxx9 rpr***@p**********.com 5 3 1101 1100
Debra O’Farrell - State Farm Insurance Agent 870 Market St Ste 865 San Francisco, CA 94102
41598xxxx0 bev@s*********.com 4.3 22 5 12 294 289
Edward Jones - Financial Advisor: Guy Ben Ari 1050 Marina Village Pkwy Ste 100 Alameda, CA 94501
51052xxxx9 acc**********@e**********.com 4.8 15
Quantum Financial Advisors 1633 Q St NW #230, Washington, DC 20009
20295xxxx1 alo**@q*****.com 5 1
Financial Elements Inc 1861 Hicks Rd Ste D, Rolling Meadows, IL 60008 · ~7.4 mi
84749xxxx9 bre********@f*******************.com
RBC Wealth Management Branch - Annapolis 1906 Towne Centre Blvd Suite 375, Annapolis, MD 21401
41057xxxx0 rbc*********@r**.com 5 3 12404 14000
Amin Dean, CPA 1799 Bayshore Hwy Ste 100 Burlingame, CA 94010
65069xxxx7 ami*@a**********.com 5 2 4.8 78 85198 118
SF Financial Services 7560 Rangewood Dr Ste 110, Colorado Springs, CO 80920
71959xxxx9 *ar*@s******************.com
Advisors Financial Inc 8391 Old Courthouse Rd STE 205, Tysons, VA 22182
70388xxxx0 afi@a****************.com 58 25 64
Chase Bank 2323 Irving St, San Francisco, CA 94122
41575xxxx0 acc**********@c****.com 2.5 20 2.7 37 871051 5277
Financial Consultants Group 1S450 Summit Ave # 130, Oakbrook Terrace, IL 60181
63039xxxx0 bfr***@f**********.com
Fuselier & Associates Financial 637 Presidential Dr, Richardson, TX 75081 · ~31.3 mi
86693xxxx0 jas***@f******.com
1 4
Mercer Advisors 100 Pringle Ave Ste 320 Walnut Creek, CA 94596
65057xxxx8 aar********@m*************.com 2.3 3 4.4 77
Alana Doyle - Associate Financial Advisor, Ameriprise Financial Services, LLC 2435 N Central Expy Ste 915, Richardson, TX 75080 · ~32.8 mi
21438xxxx5 ala**********@a***.com
Edward Jones - Financial Advisor: Jacob D Larsen 1716 W Uintah St, Colorado Springs, CO 80904
71963xxxx5 a.j*********@e**********.com
College Planning Of Colorado 7560 Rangewood Dr Ste 110, Colorado Springs, CO 80920 71959xxxx3
Edward Jones - Financial Advisor: Tracy E Barber IV, AAMS™ 2790 N Academy Blvd Ste 326, Colorado Springs, CO 80917
71938xxxx0 a.j*********@e**********.com
Beyond Financial Advisors 2015 Spring Rd # 100, Oak Brook, IL 60523
63036xxxx5 acc******@n*.com
Cronkhite Wealth Strategies 1720 Jet Stream Dr Ste 210, Colorado Springs, CO 80921
71926xxxx7 joh*@c**************.com
Sandy Lee - State Farm Insurance Agent 188 S Park St Ste 4 San Francisco, CA 94107
41522xxxx3 5 123 4.7 77
Marcus Leung- MassMutual 101 Montgomery St Ste 600 San Francisco, CA 94104
41574xxxx1 aan******@f*************.com 5 1
Edward Jones - Financial Advisor: James B Hanley 1755 Telstar Dr Ste 202, Colorado Springs, CO 80920
71959xxxx0 a.j*********@e**********.com
Mark Nelson - Financial Advisor, Ameriprise Financial Services 1710 Jet Stream Dr Ste 205, Colorado Springs, CO 80921
71959xxxx3 aub**************@a***.com 365 377
Baird Conference Center 777 E Wisconsin Ave 29th Floor, Milwaukee, WI 53202
80079xxxx3 mil***************@r******.com 7865 918 8438
Jason Brooks Financial Planner - Signature Advisors Group, Ltd 855 E Golf Rd, Arlington Heights, Il 60005 · ~3.6 mi
84754xxxx0 aab*******@s**********.com 3
5
Beacon Capital Management 751 Cool Springs Blvd STE 106, Franklin, TN 37067
61522xxxx4 ala*@b*******.com 4.6 33
Washington Retirement Planning Specialists South Building, 601 Pennsylvania Avenue NW Suite 900, Washington, DC 20004 24072xxxx4
Wells Fargo Advisors 9649 Prominent Pt, Colorado Springs, CO 80924 71952xxxx0
Strategy Squad Oakland, CA 94612
88865xxxx3 dia***********@s************.com 5 1 5 13 143
Edward Jones 15435 Gleneagle Dr Ste 130, Colorado Springs, CO 80921
71948xxxx7 acc**********@e**********.com
Relational Technology Solution 3701 W Algonquin Rd # 600, Rolling Meadows, IL 60008
84781xxxx0 aba*****@r**.com 4 21 1066 35 1142
Sas Financial Advisors 50 California St Ste 1500 San Francisco, CA 94111
65053xxxx2 ala**@s**********.com
Edward Jones - Financial Advisor: Ashley L Matthews, AAMS™ 8700 State Line Rd Ste 335, Leawood, KS 66206
91390xxxx0 acc**********@e**********.com 5 1
Christopher Mulanax, CPA 201 Mission St Ste 1205 San Francisco, CA 94105 41570xxxx0 4 10
Charles Schwab 106 W Portal Ave, San Francisco, CA 94127
41524xxxx2 jan*****@s*****.com 4.2 14 2.1 14
First Command Financial Advisor - Shauna Mitchell 615 Wooten Rd Ste 130, Colorado Springs, CO 80915
71946xxxx5 ban*****@f***********.com 7355 212 7600
Timothy Mason - Financial Advisor, Ameriprise Financial Services 201 E Las Animas St Ste 103, Colorado Springs, CO 80903
72079xxxx5 chr*************@a***.com
Edward Jones 18401 Highway 24 Ste 212, Woodland Park, CO 80863
71968xxxx2 a.j*********@e**********.com