Sigrid Daugaard is a CFP-designated registered investment advisor, based in Fort Collins, CO, with 17 years of industry experience.
Location
515 S. Howes St., Fort Collins, CO, 80521
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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
Sigrid is the owner of Invest Green LLC since 2010 and a managing member of Invest Green Wealth Management LLC since 2020. She is also an Investment Advisor Representative with Mountain Wealth Management, LLC and an advisory representative with CIRA, and an independent insurance agent for various independent insurance companies.
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
State Registrations7 states
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