3000 Lawrence St., Denver, CO, 80205
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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 →Bartlett sells disability and long-term care insurance, and is a sole managing member of Shepard Ren LLC. He also provides financial consulting related to life, long-term care, and disability insurance, and refers fixed term life business to Five Rings Financial for a referral fee, dedicating minimal time to these activities.