Stan Emery is a registered investment advisor, based in Fort Collins, CO, with 26 years of industry experience.
Location
1053 Robertson St., Fort Collins, CO, 80524
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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
Stan is an independent insurance agent for various companies through Nelson Financial Group and Art Jetter Company, dedicating minimal time to each. He is also an advisory representative of a RIA through CIRA and a financial professional utilizing a DBA name through Marathon Wealth LLC, dedicating a significant amount of time to these roles.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Previous Registrations
Navigation Wealth Management
Sigma Financial CorporationBroker
Spc
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Wma Securities, INC.Broker
State Registrations3 states
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.