United Capital Private Wealth Counseling
12 years in business412 W Mountain Ave
Fort Collins, CO 80521-2605
- (970) 682-6444
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Type of EntityLimited Liability Company
- Ms. Kristin Howe, Director of Operations
- Mr. Thad Dunn, Managing Director
- Investment Advisory Service
- Financial Planning Consultants
- Retirement Planning Service
- Insurance Services
- Financial Services
- Investment Management
- Financing Consultants
Products & Serviceslife insurance, long term care, disability, annuities, investments, IRA, 401k, Pension, financial plan, wealth plan, retirement plan, rollovers, tactical management, investment management
Service AreaWindsor, Loveland, Greeley, Evans, Longmont, Erie, Boulder, Cheyenne, Lafayette, Louisville, Brighton, Superior, Broomfield, Northglenn, Thornton, BOULDER, CO, BRIGHTON, CO, BROOMFIELD, CO, LOCHBUIE, CO, THORNTON, CO, WESTMINSTER, CO
Alternate Business Names
- Dunn Hogerty Investment Counseling & Institutional Investment Management
- United Capital Financial Advisers LLC
Licensing, Bonding or RegistrationThis business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Specializing in wealth planning, financial advice and corporate and individual retirement services and solutions.
FINRA Series 7, 8, 63, 66, 65, 24
Long Term Care
Certified Financial Planner (r)
goal based planning
BBB Reason for Ratings
BBB reports on known significant government actions involving the business's marketplace conduct.
Out of Business
Misuse of Better Business Bureau Name/Logo
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.