Unclaimed Profile

Josef Bruce Finkbeiner

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC·COLORADO SPRINGS, Colorado

Clean recordFIRST AFFIRMATIVE FINANCIAL NETWORK LLC

5475 MARK DABLING BOULEVARD, COLORADO SPRINGS, CO 80918CRD# 4038291Firm CRD# 109036

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Josef Bruce Finkbeiner · COLORADO SPRINGS, CO

Registration

CRD #4038291 · FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Josef Bruce Finkbeiner is a registered financial advisor based in COLORADO SPRINGS, Colorado, affiliated with FIRST AFFIRMATIVE FINANCIAL NETWORK LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

Speak with Josef

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Josef is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

AUM

$564M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FIRST AFFIRMATIVE FINANCIAL NETWORK LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4038291

Firm CRD# 109036

View on FINRA BrokerCheck →

Looking for a financial advisor in COLORADO SPRINGS?

Browse all registered financial advisors in COLORADO SPRINGS, Colorado or claim this profile if it's yours.

Browse COLORADO SPRINGS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Josef Bruce Finkbeiner offer?

Josef Bruce Finkbeiner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COLORADO SPRINGS, Colorado for a consultation.

What are Josef Bruce Finkbeiner's credentials?

Josef Bruce Finkbeiner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Josef Bruce Finkbeiner located?

Josef Bruce Finkbeiner is based in COLORADO SPRINGS, Colorado, working with FIRST AFFIRMATIVE FINANCIAL NETWORK LLC. Their office serves clients in the COLORADO SPRINGS metropolitan area and surrounding communities.

How does Josef Bruce Finkbeiner charge for services?

Josef Bruce Finkbeiner's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIRST AFFIRMATIVE FINANCIAL NETWORK LLC?

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC has approximately 22 employees and manages $564M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →