Unclaimed Profile

Regina Marie Neenan

FINANCIAL PLANNING FORT COLLINS, LLC·FORT COLLINS, Colorado

Clean recordFINANCIAL PLANNING FORT COLLINS, LLC

375 E. HORSETOOTH RD., FORT COLLINS, CO 80525-3197CRD# 7167307Firm CRD# 283890

Profile Verification

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

Identity

Regina Marie Neenan · FORT COLLINS, CO

Registration

CRD #7167307 · FINANCIAL PLANNING FORT COLLINS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Regina Marie Neenan is a registered financial advisor based in FORT COLLINS, Colorado, affiliated with FINANCIAL PLANNING FORT COLLINS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Regina

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

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

Firm Overview

Firm

FINANCIAL PLANNING FORT COLLINS, LLC

FPFOCO

AUM

$101M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FINANCIAL PLANNING FORT COLLINS, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 7167307

Firm CRD# 283890

View on FINRA BrokerCheck →

Looking for a financial advisor in FORT COLLINS?

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

Browse FORT COLLINS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Regina Marie Neenan offer?

Regina Marie Neenan specializes in Financial Planning, Investment Management. Contact their office in FORT COLLINS, Colorado for a consultation.

What are Regina Marie Neenan's credentials?

Regina Marie Neenan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Regina Marie Neenan located?

Regina Marie Neenan is based in FORT COLLINS, Colorado, working with FINANCIAL PLANNING FORT COLLINS, LLC. Their office serves clients in the FORT COLLINS metropolitan area and surrounding communities.

How does Regina Marie Neenan charge for services?

Regina Marie Neenan'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 FINANCIAL PLANNING FORT COLLINS, LLC?

FINANCIAL PLANNING FORT COLLINS, LLC has approximately 3 employees and manages $101M 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 →