Emily M. Green

HINMAN FINANCIAL PLANNING

ERIE, CO 80516

CRD#: 7976736

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Professional summary

Emily Marie Green, who also goes by Emily Marie Collins, Emily Marie Peterson, is a registered financial advisor currently at HINMAN FINANCIAL PLANNING, INC. located in Erie, Colorado.

Emily is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Emily has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Emily Marie Collins | Emily Marie Peterson

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 Emily Marie Green'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®

None

Experience

Current

November 14, 2025 - Present

HINMAN FINANCIAL PLANNING, INC.

Office #1: 568 Briggs Street, Erie, CO 80516

RIA

CRD#: 173844

ERIE, CO

Past

August 23, 2024 - October 9, 2025

MY WEALTH PLANNERS

RIA

CRD#: 305664

LONGMONT, 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
(11/14/2025)

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 65

Date: 8/22/2024

Uniform Investment Adviser Law Examination

Current Firm

HINMAN FINANCIAL PLANNING, INC.

CRD#: 173844 / SEC#:

Colorado

Registered Investment Advisory firm - (1/5/2015 Approved)

Texas

Registered Investment Advisory firm - (11/29/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

568 Briggs Street, Erie, CO 80516

Mailing Address

Po Box 1158, Erie, CO 80516-1158

Phone number

(720) 460-0908

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	196
AUM (Assets Under Management)	$ 80,720,553

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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Emily M. Green

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Emily Marie Green's CRS (Customer Relationship Summary).

Certified licenses

Experience

HINMAN FINANCIAL PLANNING, INC.

MY WEALTH PLANNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 8/22/2024

Current Firm

HINMAN FINANCIAL PLANNING, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HINMAN FINANCIAL PLANNING, INC.

TRUST BUT VERIFY

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