Denise Youngquist is a CFP-designated registered investment advisor, based in Denver, CO, with 16 years of industry experience.
Location
Denver, CO
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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
Denise is the owner of Calkins-Youngquist Financial Life Planning LLC since 2009, focusing on insurance, benefits, and human resources, dedicating about 20% of her time. She is also an advisory representative of an RIA, spending nearly full-time hours weekly.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Vsr Advisory Services
Vsr Financial Services, INC.Broker
State Registrations10 states
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