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Featured Business Financial Advisor in Greenwood Village, CO
Greenwood Village Financial Advisors
Lifetime Capital Management
6312 S Fiddlers Green Circle, Suite 300E
Greenwood Village, CO 80111
(877) 233-0586
“Clarity in uncertain times. Discipline in good times. ”
Advisor Profile
Shawn Rogers, CFP
Name:  Shawn Rogers, CFP
Phone Number:  (877) 233-0586
Website:  Visit Website

About Lifetime Capital Management

Lifetime Capital Management is an investment firm that puts
people before paper. Your investment portfolio is not just a
bundle of numbers. It's the sum total of your financial past and
present. It's the potential from which you can build your
future and, managed wisely, it can be the gateway to achieving
financial independence.

We believe it's not about how much you make in any one year,
it's how much you keep that generates true wealth. We take a
proactive approach to managing risk in both good and challenging
markets, while taking a holistic view or your entire financial
picture. This approach ensures that you keep a well balanced
portfolio that is matched up with your goals, dreams, and
future.
 

General Information

Gender:    Male
CRD#:    4263532
States Licensed in:    CO, TX
States Willing to do Business in:    Aurora,Castle Rock,Denver,Englewood,Littleton,Lone Tree,Parker,CO
Years of Experience in Financial Services:    20
Number of Years with Current Firm:    9
Work Experience:    I have 20 years in the Financial Service Industry
providing unbiased help and guidance.
I work with the following types of clients:    Individual Investors, Businesses
 

Services

Investment Types:    Alternative Investments, Exchange Traded Funds (ETFs), Mutual Funds, Options & Futures, Bonds, Stocks, Commodities
I can meet clients in the following ways:    Via email, At your home, At my office, Via phone, At your office
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Securities Licenses:    Series 66
Financial Organization Memberships:    Financial Planning Association (FPA)
 

Compliance

Registered Investment Advisor:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:    $250,000
Compensation Methods:    Based on Assets, Hourly
 
 
 
Prepared By: Shawn Rogers, CFP

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