Arlen T. Olberding

GUIDEPOST FINANCIAL PLANNING

FORT COLLINS, CO 80525

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CRD#: 4187734

Professional summary

Arlen Thomas Olberding, CFP®, who also goes by Arlen Thomas Obering, is a registered financial advisor currently at GUIDEPOST FINANCIAL PLANNING, LLC located in Fort Collins, Colorado.

Arlen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Arlen has worked at 2 firms and has passed the Series 66 and Series 7 exams.

Biography

Arlen T. Olberding, MBA, CFP®, founded Guidepost Financial Planning after over fifteen years in the financial services industry. His strong desire to bring high quality, objective financial advice to people from all walks of life is complimented by his background in banking, mutual funds and wealth management.

Question & Answer

What are your service offerings?

Investment Planning

Tax Planning

Insurance Planning

Retirement Planning

Retirement Income Management

Comprehensive Financial Planni...

Do you have an area of expertise or specialization?

High Net Worth Client Needs

Investment Advice with Ongoing...

Medical Professionals

Middle Income Client Needs

Retirement Planning & Distribu...

Women's Financial Planning Iss...

What is your minimum asset requirement?

100K

Are you a "fiduciary"?

Yes

Aliases

Arlen Thomas Obering

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 Arlen Thomas Olberding'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^®

Certified Financial Planner

Start date: 2005

Experience

Current

December 8, 2006 - Present

GUIDEPOST FINANCIAL PLANNING, LLC

Office #1: 2601 South Lemay Unit #32, Fort Collins, CO 80525

RIA

CRD#: 141947

FORT COLLINS, CO

Past

December 13, 2005 - September 8, 2006

LPL FINANCIAL LLC

RIA

CRD#: 6413

FARMINGTON, CT

Past

November 2, 2005 - September 8, 2006

LPL FINANCIAL LLC

CRD#: 6413

FARMINGTON, CT

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
(2/23/2007)

IAR

Kansas
(12/8/2006)

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 66

Date: 12/12/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 11/1/2005

General Securities Representative Examination

Current Firm

GUIDEPOST FINANCIAL PLANNING, LLC

GUIDEPOST FINANCIAL PLANNING | OLBERDING, ARLEN THOMAS | GUIDEPOST FINANCIAL PLANNING, LLC

CRD#: 141947 / SEC#:

Colorado

Registered Investment Advisory firm - (2/23/2007 Approved)

Kansas

Registered Investment Advisory firm - (12/8/2006 Approved)

Wyoming

Registered Investment Advisory firm - (3/28/2019 Approved)

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Contact information

Main Address

2601 South Lemay Unit #32, Fort Collins, CO 80525

Mailing Address

Phone number

(970) 419-8212

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	136
AUM (Assets Under Management)	$ 29,320,000

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.

Contact information

(xxx) xxx-xxxx

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Arlen T. Olberding

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Arlen Thomas Olberding's CRS (Customer Relationship Summary).

Certified licenses

Experience

GUIDEPOST FINANCIAL PLANNING, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/12/2005

Series 7

Date: 11/1/2005

Current Firm

GUIDEPOST FINANCIAL PLANNING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GUIDEPOST FINANCIAL PLANNING, LLC

TRUST BUT VERIFY

Contact information

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