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Featured Business Financial Advisor in Thornton, CO
Thornton Financial Advisors
Ethos Financial Partners
9351 Grant St., Suite 300
Thornton, CO 80229
(303) 252-9777
Advisor Profile
Adam J. Strickman, CFP®, CRPC®, APMA®
Name:  Adam J. Strickman, CFP®, CRPC®, 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.

About Ethos Financial Partners

You are not just another face in the crowd.

You are unique, and so are your financial goals. Thats why I take the time to understand whats truly important to you.

I can help you prepare for whatever life brings - both the expected and the unexpected - with personalized advice tailored to you.

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. Working together, I can help you feel more confident, connected, and in control of your financial life.
 

General Information

CRD#:    4559641
Firm CRD#:    6363
Insurance License#:    0M11821
Name of Broker/Dealer:    Ameriprise Financial Services, Inc.
States Licensed in:    CO, NM, AZ, NY, OK, DE, TX, GA, NE, DC, NC, ND, OR, NJ, OH, SC, IA, KY, WI, CA, MN, WY, MD, MI, SD, KS, IL, VA, AL, ME, NV, LA, AR, TN, AK, HI, WA, MT, MO, ID, IN, PA, CT, FL, MA, UT, NH
States Willing to do Business in:    Arvada,Aurora,Boulder,Brighton,Broomfield,Commerce City,Dacono,Denver,Eldorado Springs,Englewood,Erie,Firestone,Fort Lupton,Frederick,Golden,Henderson,Hudson,Indian Hills,Kittredge,Lafayette,Littleton,Lone Tree,Longmont,Louisville,Morrison,Watkins,Westminster
Years of Experience in Financial Services:    17
Number of Years with Current Firm:    17
I work with the following types of clients:    Families, Individual Investors, Businesses
 

Services

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

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Accredited Portfolio Management Advisor (APMA)®, Chartered Retirement Planning Counselor (CRPC®)
Securities Licenses:    Series 66, Series 7
Insurance and Annuity Licenses:    Annuity, Accident, Health, Variable Life, Long Term Care, Variable Annuity, Life
 

Compensation and Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Based on Assets, Flat Fee
 
 
 
Prepared By: Adam J. Strickman, CFP®, CRPC®, APMA®

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