Ambar Reddekopp

JOURNEY INVESTMENTS

LOVELAND, CO 80537

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CRD#: 6970179

Professional summary

Ambar Reddekopp, ChFC®, CLU® is a registered financial advisor currently at JOURNEY INVESTMENTS, LLC located in Loveland, Colorado.

Ambar is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Ambar 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.

Reddekopp Insurance Services LLC; investment related; Loveland, CO; Insurance services and sales; started 04/2018; approximately 80% of time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ambar Reddekopp'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®

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

January 8, 2024 - Present

JOURNEY INVESTMENTS, LLC

Office #1: 201 East 4th Street #95, Loveland, CO 80537

RIA

CRD#: 146777

LOVELAND, CO

Past

June 14, 2018 - December 31, 2023

JOURNEY INVESTMENTS, LLC

RIA

CRD#: 146777

JOHNSTOWN, CO

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
(1/8/2024)

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

Current Firm

JOURNEY INVESTMENTS, LLC

JOURNEY INVESTMENTS, LLC | THE JOURNEY FINANCIAL GROUP, LLC | PERSONALIZED RETIREMENT SOLUTIONS, LLC | MORGAN WEALTH MANAGEMENT SERVICES, LLC

CRD#: 146777 / SEC#:

Colorado

Registered Investment Advisory firm - (7/15/2008 Approved)

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Contact information

Main Address

201 East 4th Street #95, Loveland, CO 80537

Mailing Address

Phone number

(800) 287-3041

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Ambar Reddekopp

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ambar Reddekopp's CRS (Customer Relationship Summary).

Certified licenses

Experience

JOURNEY INVESTMENTS, LLC

JOURNEY INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Current Firm

JOURNEY INVESTMENTS, LLC

Contact information

Documents

Red Flags

Company Information

JOURNEY INVESTMENTS, LLC

TRUST BUT VERIFY

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