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Regina Marie Neenan

FINANCIAL PLANNING FORT COLLINS, LLC·FORT COLLINS, Colorado
Series 65Clean record6 years registeredFINANCIAL 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 · 6 years registered
Brand Profile
Not yet started
01

Career History

FPFOCO
Oct 2019 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 3, 2019
Years registered · 6
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FINANCIAL PLANNING FORT COLLINS, LLC
CRD 283890 · SEC 801-130854
AUM
$101M
Regulatory assets under management
Employees
3
404 client accounts
Services offered by FINANCIAL PLANNING FORT COLLINS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FINANCIAL PLANNING FORT COLLINS, LLC →
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05

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.
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FORT COLLINS, CO
CFP

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