Aubrey Coleman is a CFP-designated registered investment advisor, based in Fort Collins, CO, with 21 years of industry experience.
Location
4025 Automation Way C1, Fort Collins, CO, 80525
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Aubrey is an agent at Financial Consulting Group 360 LLC, focusing on organizational system setup and execution, as well as soliciting and servicing non-registered insurance products. This takes about 10-20% of Aubrey's time.
Employment History
Current Registrations
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Previous Registrations
Fiscal Fitness Clubs
Rea Capital Management, LLC
The O.N. Equity Sales CompanyBroker
State Registrations12 states
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