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Glenn R. Edwards

ALPINE FINANCIAL ADVISERS
Golden, CO
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CRD#: 1561192
GE

Professional summary


Glenn R Edwards is a registered financial advisor currently at ALPINE FINANCIAL ADVISERS, LLC located in Golden, Colorado.

Glenn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Glenn has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Glenn R Edwards's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

July 22, 2008 - Present

ALPINE FINANCIAL ADVISERS, LLC

RIA
CRD#: 147393
Golden, CO
Past

June 21, 1994 - February 20, 1997

PIPER SANDLER & CO.

BD
CRD#: 665
MINNEAPOLIS, MN
Past

April 27, 1992 - July 19, 1994

SUMMITVIEW CAPITAL, INC.

BD
CRD#: 29706
Past

September 4, 1990 - April 29, 1992

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

September 26, 1986 - September 4, 1990

BOETTCHER & COMPANY, INC.

BD
CRD#: 101

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Colorado
(7/22/2008)

Exams


State Security Law Exam
IAR
Series 65
Date: 3/19/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


AF
ALPINE FINANCIAL ADVISERS, LLC
ALPINE FINANCIAL ADVISERS, LLC

CRD#: 147393 / SEC#:

Colorado
Registered Investment Advisory firm - (7/22/2008 Approved)
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Contact information


Main Address
Golden, CO
Mailing Address
Phone number
(720) 219-2589
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts6
AUM (Assets Under Management)$ 2,200,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ALPINE FINANCIAL ADVISERS, LLC

CRD#: 147393Golden, CO

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