Richard L. Fangen

CIMARRON WEALTH MANAGEMENT

WORLEY, ID

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CRD#: 1708819

Professional summary

Richard Lee Fangen, ChFC®, who also goes by Richard Lee Fangen, Richard L Fangen, is a registered financial advisor currently at CIMARRON WEALTH MANAGEMENT, INC. located in Worley, Idaho.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Richard has worked at 12 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Richard Lee Fangen | Richard L Fangen

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.

1) INSURANCE AGENT - 10/2019 TO PRESENT. INVESTMENT RELATED. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. 50% OF MY TIME PER MONTH IS SPENT ON THIS ACTIVITY. 2) INVESTMENT ADVISER REPRESENTATIVE FOR FINANCIAL ADVOCATES INVESTMENT MANAGEMENT, LLC 50% TIME SPENT ON THIS ACTIVITY. COMPENSATION BASED ON ADVISORY & CONSULTING FEES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Lee Fangen's CRS (Customer Relationship Summary).

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®

ChFC^®

Chartered Financial Consultant

Experience

Current

July 11, 2025 - Present

CIMARRON WEALTH MANAGEMENT, INC.

Office #2: 6957 Littlerock Rd. Sw Suite B, Tumwater, WA 98512

RIA

CRD#: 299627

WORLEY, ID

Past

February 20, 2015 - September 9, 2025

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

RIA

CRD#: 151298

TUMWATER, WA

Past

August 19, 2009 - January 11, 2016

CAMBRIDGE WEALTH MANAGEMENT

RIA

CRD#: 149440

TUMWATER, WA

Past

May 29, 2007 - August 3, 2010

R & L ADVISORY SERVICES, LLC

RIA

CRD#: 143548

TUMWATER, WA

Past

April 25, 2005 - February 8, 2007

SUNSET FINANCIAL SERVICES, INC.

RIA

CRD#: 3538

TUMWATER, WA

Past

April 1, 2005 - February 8, 2007

SUNSET FINANCIAL SERVICES, INC.

CRD#: 3538

TUMWATER, WA

Past

July 21, 2003 - March 22, 2005

THOMASLLOYD CAPITAL LLC

CRD#: 38784

PLEASANTVILLE, NY

Past

May 16, 2003 - July 16, 2003

CETERA WEALTH SERVICES, LLC

CRD#: 13572

EL SEGUNDO, CA

Past

January 24, 2000 - May 8, 2003

LPL FINANCIAL LLC

RIA

CRD#: 6413

LACEY, WA

Past

September 3, 1999 - May 8, 2003

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

November 10, 1997 - August 31, 1999

MARKETING ONE SECURITIES, INC.

CRD#: 16611

PORTLAND, OR

Past

October 9, 1997 - October 21, 1997

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

FAIRFIELD, IA

Past

August 8, 1996 - June 20, 1997

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

FAIRFIELD, IA

Past

June 1, 1994 - February 17, 1995

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

April 11, 1990 - May 24, 1994

SUNSET FINANCIAL SERVICES, INC.

CRD#: 3538

KANSAS CITY, MO

Past

November 6, 1989 - April 9, 1990

PACIFIC HARBOR SECURITIES, INC.

CRD#: 8755

HIGHLAND, UT

Past

July 22, 1987 - December 3, 1988

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CIMARRON WEALTH MANAGEMENT, INC.

CIMARRON WEALTH MANAGEMENT, INC. | COLORADO WEST WEALTH MANAGEMENT, LLC | COLORADO WEST INVESTMENTS, INC.

CRD#: 299627 / SEC#: 801-116955

RIA

Registered Investment Advisory firm - (7/11/2019 Approved)

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

Idaho
(7/11/2025)

IAR

Washington
(7/11/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/14/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/4/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/18/1987

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/27/1990

General Securities Principal Examination

Current Firm

CIMARRON WEALTH MANAGEMENT, INC.

CIMARRON WEALTH MANAGEMENT, INC. | COLORADO WEST WEALTH MANAGEMENT, LLC | COLORADO WEST INVESTMENTS, INC.

CRD#: 299627 / SEC#: 801-116955

RIA

Registered Investment Advisory firm - (7/11/2019 Approved)

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Contact information

Main Address

1701 Niagara Rd, Montrose, CO 81401

Mailing Address

Phone number

(970) 249-9882

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (7/21/2025)

Regulatory assets under management

Total Number of Accounts	462
AUM (Assets Under Management)	$ 230,486,824

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.

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Advisor Monitoring

Firm Stability Insights

Richard L. Fangen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Lee Fangen's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

CAMBRIDGE WEALTH MANAGEMENT

R & L ADVISORY SERVICES, LLC

SUNSET FINANCIAL SERVICES, INC.

SUNSET FINANCIAL SERVICES, INC.

THOMASLLOYD CAPITAL LLC

CETERA WEALTH SERVICES, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MARKETING ONE SECURITIES, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

LPL FINANCIAL LLC

SUNSET FINANCIAL SERVICES, INC.

PACIFIC HARBOR SECURITIES, INC.

EDWARD JONES

Primary Firm SEC Registration

CIMARRON WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/14/1999

Series 63

Date: 9/4/1987

Series 7

Date: 7/18/1987

Series 24

Date: 8/27/1990

Current Firm

CIMARRON WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CIMARRON WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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