Justin C. Pritchard
APPROACH FINANCIAL PLANNING
MONTROSE, CO
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CRD#: 4055823
Professional summary
Justin Carter Pritchard, CFP® is a registered financial advisor currently at APPROACH FINANCIAL PLANNING located in Montrose, Colorado.
Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Justin has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
Hi, I’m Justin Pritchard, CFP® with Approach Financial, Inc. in Montrose, Colorado. I’ve been working in the financial world for over 14 years, and my goal is to help you get things done and get on with the more important things in life. Whether you prefer to spend time with loved ones, get outdoors, or do anything else, getting those necessary financial tasks behind you makes it easier.
I’ve worked with numerous workplace retirement plans (such as 401k plans), so I can handle plan operations as well as help employees — the real people who save in those plans — make sense of their finances and work toward their goals. For retirement plans, small businesses and self-employed entrepreneurs are my sweet spot. I provide everything from plan consulting and setup to ongoing service, participant education, and financial wellness.
When it comes to working with individuals, I love helping people get on track and stay there.
I earned an MBA and MSIS from the University of Colorado in 2003 and became a CERTIFIED FINANCIAL PLANNER™ professional in 2010. I’ve written about personal finance, loans, insurance, retirement, and more for the past 15 years, and I enjoy staying up to date on new developments.
Let’s talk!
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Retirement Planning
Comprehensive Financial Planni...
Investment Planning
Education Planning
Do you have an area of expertise or specialization?
Business Owners
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Generation X
Hourly
Investment Advice with Ongoing...
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.
Justin Pritchard is currently employed by Financial Writing, Inc., where he provides educational content (written and/or video) and freelance writing services. This activity accounts for approximately 15% of his time.
CRS (Client Relationship Summary) - RIA
Click below to view Justin Carter Pritchard'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®
CFP®
Start date: 2010
Experience
Current
December 14, 2018 - Present
APPROACH FINANCIAL PLANNING
RIA
CRD#: 299214
MONTROSE, CO
Past
March 28, 2005 - November 21, 2018
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
MONTROSE, CO
Past
September 23, 2004 - November 21, 2018
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
MONTROSE, CO
Past
June 30, 2004 - August 19, 2004
WADDELL & REED
RIA
CRD#: 866
DENVER, CO
Past
June 21, 2004 - August 19, 2004
WADDELL & REED
BD
CRD#: 866
OVERLAND PARK, KS
Past
May 10, 2000 - June 11, 2001
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
WESTLAKE, TX
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
California(5/20/2022)
IAR
Colorado(12/14/2018)
IAR
New York(5/15/2024)
IAR
Texas(1/21/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AF
APPROACH FINANCIAL PLANNING
APPROACH FINANCIAL PLANNING | APPROACH FINANCIAL, INC.
CRD#: 299214 / SEC#:
California
Registered Investment Advisory firm - (5/20/2022 Approved)Colorado
Registered Investment Advisory firm - (12/14/2018 Approved)New York
Registered Investment Advisory firm - (5/15/2024 Approved)Texas
Registered Investment Advisory firm - (1/13/2020 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Montrose, CO
Mailing Address
236 South 3rd Street #216, Montrose, CO 81401
Phone number
(970) 765-0595
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 114 |
| AUM (Assets Under Management) | $ 26,497,135 |
Red Flags
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