James P. Ahlschwede
Professional summary
James Philip Ahlschwede, CFP® is a registered financial advisor currently at ROUND TABLE INVESTMENT STRATEGIES, LLC located in Centennial, Colorado.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. James has worked at 3 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view James Philip Ahlschwede's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2008
Experience
March 14, 2006 - Present
ROUND TABLE INVESTMENT STRATEGIES, LLC
December 15, 2003 - March 12, 2004
CHERRY CREEK FINANCIAL ADVISORS, INC.
September 23, 2003 - November 11, 2003
COMMONWEALTH FINANCIAL NETWORK
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/23/2025)
(11/22/2010)
(3/14/2006)
(4/27/2015)
(7/9/2012)
Exams
Current Firm
ROUND TABLE INVESTMENT STRATEGIES, LLC
CRD#: 139492 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 334 |
| AUM (Assets Under Management) | $ 77,013,280 |
Red Flags
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