BG
CFA
BG
CFA

Benjamin Guillon

9 Years of Experience
Castle Rock, CO

Benjamin Guillon is a CFA-designated registered investment advisor at Cim, based in Castle Rock, CO, with 9 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Socially Responsible Investing.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

115 Wilcox Street, Suite 266, Castle Rock, CO, 80104

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Benjamin is a partner in two real estate companies, Table Top Conservation Company and Colorado Mitigation Partners. He dedicates time to these ventures as needed.

Employment History
Current Registrations
Cim
January 2017 - Present · 9 yrs 3 mos
State Registrations1 state
CO
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Benjamin Guillon - Financial Advisor | TrueAdvisor