Lorie C. Jones
Fearless Financial Advisors | Wealth Manager, CFP®, MBAAFFILIATED WITH TANDEM FINANCIAL
GREENWOOD VILLAGE, CO 80111
CRD#: 6496668
Professional summary
Lorie Chantelle Jones, MBA, CFP, owner Fearless Financial Advisors (720-623-0885) I began my love affair with financial services in 2013 at a small Registered Investment Advisory firm in South Denver. I loved helping clients so much that I went all in—earning my securities licenses, health, life, accident, property, and casualty insurance licenses in Colorado, and completing my CERTIFIED FINANCIAL PLANNER™ designation through the CFP® Board. I also hold an MBA from Colorado State University. When I’m not helping clients feel more confident and in control of their financial future, you’ll find me hiking Colorado’s scenic trails, volunteering with Leadership Douglas County or 100 Women Who Care, or spending time with my husband and our big, blended, beautifully chaotic family. I’m also a passionate crafter who loves turning ideas into reality—whether it’s crafting, building projects, or spreadsheets. Just like in financial planning, I bring precision, creativity, and heart into every project. At Fearless Financial Advisors, it’s never just about the numbers. It’s about helping you live boldly, fear less, and feel empowered every step of the way. Let’s build the future you deserve—together.
Biography
My journey into financial services began in 2013 at a small Registered Investment Advisory firm in South Denver—and I was hooked from day one. I discovered a passion for helping people make sense of their finances, especially during life’s most pivotal and emotional moments. That passion led me to pursue my securities licenses, along with health, life, accident, property, and casualty insurance licenses in the state of Colorado. I also completed my CERTIFIED FINANCIAL PLANNER™ designation through the CFP® Board of Standards and earned my MBA from Colorado State University.
As the founder of Fearless Financial Advisors, I’m committed to helping clients—especially women navigating transitions like divorce, widowhood, or career change—feel empowered, informed, and in control of their financial future. Whether you're managing a complex portfolio or simply need someone to explain things in plain English, I meet you where you are and help you build a path forward with confidence and clarity.
Outside the office, I’m often found exploring Colorado’s breathtaking trails, volunteering with Leadership Douglas County or 100 Women Who Care, or spending time with my husband and our wonderfully busy, blended family. I’m also a crafting enthusiast who loves creating just about anything. For me, crafting and financial planning are a lot alike—they both require creativity, precision, and heart.
At Fearless Financial Advisors, we don’t just create financial plans—we help people live boldly and fear less. My mission is to turn financial confusion into confidence and to be the kind of advisor who truly listens, truly cares, and truly helps.
Question & Answer
What makes you the best choice for clients?
I help high-income women navigate life’s transitions with clarity and confidence. Whether you're facing divorce, widowhood, or need expert guidance, you belong here. We help you plan fearlessly.
What are your service offerings?
Investment Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Insurance Planning
Do you have an area of expertise or specialization?
Saving for Retirement
Divorce Planning
Defined Benefit and 401(k) Pla...
Which demographics do you typically serve?
Gen X (44-59)
What is your current number of clients?
Under 100
What is your minimum asset requirement?
500K
How do you get paid?
Percentage of Assets
Fixed / Negotiated Fee
Are you a "fiduciary"?
Yes
Personal quote
"Difficult roads often lead to beautiful destinations." Zig Ziglar
Aliases
Lorie C Hanks | Lorie Chantelle Hanks | Lorie C. Jones
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. Teutates Financial, LLC, Single Member, 1/2020. Ownership in Fidelis Wealth and Accounting purposes. 2 hours a month. 2. Public Notary-State of Colorado, 2021. No Compensation. Less than 10% of time is spent on this non-investment related business, 3. Fearless Female LLC. 10031 Jasmine Court Littleton CO. Owner. Podcast. Interview individuals about their careers. 10 hours, 10 hours. 4. Fearless Financial Advisors. Investment Related. At Registered Location. RIA. Owner. Start Date: 12/2024.160 hrs/month; 160 hrs/month during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Lorie Chantelle Jones'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: 2018
Education
Colorado State University
Masters of Business Administration - Finance
2017
Experience
Current
September 15, 2025 - Present
TANDEM FINANCIAL, LLC
Office #1: 8400 E. Prentice Avenue Suite 1360, Greenwood Village, CO 80111RIA
CRD#: 292565
GREENWOOD VILLAGE, CO
Past
August 8, 2018 - October 31, 2025
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Highlands Ranch, CO
Past
May 16, 2018 - September 19, 2025
FIDELIS WEALTH ADVISORS
RIA
CRD#: 292551
CASTLE ROCK, CO
Past
August 8, 2017 - August 2, 2018
NORTHWEST ASSET MANAGEMENT
RIA
CRD#: 147923
CASTLE ROCK, CO
Past
August 12, 2016 - August 7, 2017
EMPOWER FINANCIAL SERVICES, INC.
BD
CRD#: 13109
GREENWOOD VILLAGE, CO
Past
July 1, 2016 - July 29, 2016
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Lone Tree, CO
Past
January 4, 2016 - July 29, 2016
GALLACHER CAPITAL MANAGEMENT, LLC
RIA
CRD#: 113189
LONE TREE, CO
Past
July 17, 2015 - July 14, 2016
LPL FINANCIAL LLC
BD
CRD#: 6413
LONE TREE, 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".
TF
TANDEM FINANCIAL, LLC
FEARLESS FINANCIAL ADVISORS | TANDEM FINANCIAL, LLC
CRD#: 292565 / SEC#: 801-122130
RIA
Registered Investment Advisory firm - (8/19/2021 Approved)Colorado
Registered Investment Advisory firm - (8/19/2021 Terminated)Louisiana
Registered Investment Advisory firm - (9/7/2021 Terminated)Texas
Registered Investment Advisory firm - (8/19/2021 Terminated)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(9/15/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
TF
TANDEM FINANCIAL, LLC
FEARLESS FINANCIAL ADVISORS | TANDEM FINANCIAL, LLC
CRD#: 292565 / SEC#: 801-122130
RIA
Registered Investment Advisory firm - (8/19/2021 Approved)Colorado
Registered Investment Advisory firm - (8/19/2021 Terminated)Louisiana
Registered Investment Advisory firm - (9/7/2021 Terminated)Texas
Registered Investment Advisory firm - (8/19/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8400 E. Prentice Ave. Suite 1360, Greenwood Village, CO 80111
Mailing Address
Phone number
(720) 845-5700
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 997 |
| AUM (Assets Under Management) | $ 291,204,848 |
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.
Company Information
TANDEM FINANCIAL, LLC
Wealth Manager, CFP®, MBACRD#: 292565Greenwood Village, CO 80111DBA Information
Fearless Financial Advisors1745 Shea Center Dr., Suite 400Highlands Ranch, CO 80129
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