Koren Vining is a CFP-designated registered investment advisor, based in Greenwood Village, CO, with 24 years of industry experience.
Location
5299 Dtc Blvd, Suite 800, Greenwood Village, CO, 80111
Get directionsHistory
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 Activities
Koren is the 100% owner of Ascend Planning Partners LLC, an LLC for tax purposes to handle practice expenses. She also serves as Treasurer of Denver Christian School Parent Association and Past-President of the Advisory Board for Colorado Thought Leaders, and Chapter President for American Financial Education Alliance, dedicating minimal time to each of these roles.
Employment History
Current Registrations
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Foresters Advisory Services, LLC
Foresters Financial Services, INC.Broker
State Registrations20 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.