Nationwide Financial Planners

National Coverage

Local Professionals

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
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:    CO
Years of Experience in Financial Services:    18
Number of Years with Current Firm:    6
Work Experience:    Over 14 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:    Commodities, Alternative Investments, Exchange Traded Funds (ETFs), Options & Futures, Bonds, Mutual Funds, Stocks
 

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-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $250,000
Compensation Methods:    Based on Assets
 
 
 
Prepared By: Shawn Rogers, CFP

This website provides information related to the subjects covered. Before making any financial or legal decisions, a professional should be consulted.