Donald Tapp is a CFP-designated registered investment advisor, based in Glenwood Springs, CO, with 23 years of industry experience.
Location
804 Colorado Avenue, Glenwood Springs, CO, 81601
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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
Donald is a partner in Tapp Investments, LLC, owner of Don Tapp CPA, Inc. providing accounting services, and involved in financial reporting for Nothwestern Colorado Youth for Christ. He also owns TAPP & ASSOCIATES, INC. and is an agent for Avantax Insurance Agency selling insurance products, dedicating minimal time to this.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations1 state
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