Samuel J. Napp
BSW WEALTH PARTNERS
Boulder, CO 80304
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CRD#: 6436519
Professional summary
Samuel John Napp, CFP® is a registered financial advisor currently at BSW WEALTH PARTNERS located in Boulder, Colorado.
Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Samuel has worked at 1 firm .
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.
Mr. Napp serves on the Investment Committee of the Longmont Community Foundation (the "Foundation") which is a tax-exempt public charity created by and for the people of Longmont and the St. Vrain Valley. The Foundation oversees the "Live and Give Longmont" endowment fund and manages charitable and donor advised funds for local donors, businesses, and nonprofits with the mission of improving life in Longmont and the St. Vrain Valley. Mr. Napp does not receive compensation for his service. There is no affiliation or other business relationship between BSW Wealth Partners and the Foundation.
CRS (Client Relationship Summary) - RIA
Click below to view Samuel John Napp'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: 2012
Experience
Current
January 7, 2015 - Present
BSW WEALTH PARTNERS
Office #1: 2300 Broadway Street, Boulder, CO 80304RIA
CRD#: 107485
Boulder, CO
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".
BW
BSW WEALTH PARTNERS
BAYDUSH SIMON INVESTMENTS, LLC | BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION | BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION | BSW WEALTH PARTNERS LLC | BSW WEALTH PARTNERS | BAYDUSH SIMON WEAVER, LLC
CRD#: 107485 / SEC#: 801-45532
RIA
Registered Investment Advisory firm - (1/3/1994 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
Colorado(1/7/2015)
Exams
Current Firm
BW
BSW WEALTH PARTNERS
BAYDUSH SIMON INVESTMENTS, LLC | BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION | BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION | BSW WEALTH PARTNERS LLC | BSW WEALTH PARTNERS | BAYDUSH SIMON WEAVER, LLC
CRD#: 107485 / SEC#: 801-45532
RIA
Registered Investment Advisory firm - (1/3/1994 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2300 Broadway Street, Boulder, CO 80304
Mailing Address
Phone number
(303) 444-9696
Established
Firm type
Fiscal year end
# of Employees
29
SEC notice filing (17 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,785 |
| AUM (Assets Under Management) | $ 1,978,314,852 |
Red Flags
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Company Information
BSW WEALTH PARTNERS
CRD#: 107485Boulder, CO 80304TRUST BUT VERIFY
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