Featured Business Financial Advisor in Thornton, CO
Thornton Financial Advisors
Ethos Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc.
9351 Grant St, Suite 300
Thornton, CO 80229
Phone Number
Advisor Profile
Jack Venable, CFP®, ChFC®, CASL®, CLU®, APMA®
Name:  Jack Venable, CFP®, ChFC®, CASL®, CLU®, APMA®
Website:  Visit Website
Disclaimer
Ameriprise Financial cannot guarantee future financial results. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER" and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Boards initial and ongoing certification requirements. Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser. Ameriprise Financial Services, Inc., Member FINRA and SIPC. © 2019 Ameriprise Financial, Inc. All rights reserved. 2479086ACMR0419

About Ethos Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Your financial goals are unique, and I can help you achieve them.

I take the time to understand what?s truly important to you ? whether it?s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future.

With the right financial advice, life can be brilliant.
 

General Information

Name of Broker/Dealer:    Ameriprise Financial Services, Inc.
I work with the following types of clients:    Businesses, Individual Investors, Families
Insurance License#:    CA Insurance #0D98613
Number of Years with Current Firm:    19
States Licensed in:    CO TX, MT, OK, IL, VA, OR, CA, NE, AZ, NV, MA, MD, KS, MO, MN, ID
Firm CRD#:    6363
CRD#:    3267795
Years of Experience in Financial Services:    20
 

Services

I can meet clients in the following ways:    Via phone, At my office, Video Conference
Investment Types:    Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
 

Qualifications & Memberships

Non-Financial Organization Memberships:    Certified Financial Planner Board standards
Insurance and Annuity Licenses:    Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Accident
Securities Licenses:    Series 7, Series 66
Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER" practitioner
 

Compensation and Fees

Fee Structure:    Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Based on Assets, Flat Fee, Commissions
 
 
 
 
 
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