Richard Lawrence
Chief Executive Officer at Colorado Financial Management LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Brad Bickham | M | - |
Colorado Financial Management LLC
 Colorado Financial Management LLC Investment ManagersFinance Colorado Financial Management LLC (CFM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boulder, Colorado. The firm was founded in 1988 and formerly known as Sargent Bickham Lagudis LLC. CFM offers customized investment management strategies and financial planning for individuals, families, and institutions. | 35 years |
| Chris Lagudis | M | - |
Colorado Financial Management LLC
Colorado Financial Management LLC Investment ManagersFinance Colorado Financial Management LLC (CFM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boulder, Colorado. The firm was founded in 1988 and formerly known as Sargent Bickham Lagudis LLC. CFM offers customized investment management strategies and financial planning for individuals, families, and institutions. | 26 years |
| Meagan D’Angelo | F | - |
Colorado Financial Management LLC
Colorado Financial Management LLC Investment ManagersFinance Colorado Financial Management LLC (CFM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boulder, Colorado. The firm was founded in 1988 and formerly known as Sargent Bickham Lagudis LLC. CFM offers customized investment management strategies and financial planning for individuals, families, and institutions. | 21 years |
| Luke Daniel | M | - |
Colorado Financial Management LLC
Colorado Financial Management LLC Investment ManagersFinance Colorado Financial Management LLC (CFM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boulder, Colorado. The firm was founded in 1988 and formerly known as Sargent Bickham Lagudis LLC. CFM offers customized investment management strategies and financial planning for individuals, families, and institutions. | 17 years |
| Zach Cole | M | - |
Colorado Financial Management LLC
Colorado Financial Management LLC Investment ManagersFinance Colorado Financial Management LLC (CFM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boulder, Colorado. The firm was founded in 1988 and formerly known as Sargent Bickham Lagudis LLC. CFM offers customized investment management strategies and financial planning for individuals, families, and institutions. | 10 years |
| Denis Nock | M | - |
Colorado Financial Management LLC
Colorado Financial Management LLC Investment ManagersFinance Colorado Financial Management LLC (CFM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boulder, Colorado. The firm was founded in 1988 and formerly known as Sargent Bickham Lagudis LLC. CFM offers customized investment management strategies and financial planning for individuals, families, and institutions. | - |
| Jack McDonald | M | - |
Colorado Financial Management LLC
Colorado Financial Management LLC Investment ManagersFinance Colorado Financial Management LLC (CFM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boulder, Colorado. The firm was founded in 1988 and formerly known as Sargent Bickham Lagudis LLC. CFM offers customized investment management strategies and financial planning for individuals, families, and institutions. | 2 years |
| Jordan Kunz | M | - |
Colorado Financial Management LLC
Colorado Financial Management LLC Investment ManagersFinance Colorado Financial Management LLC (CFM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boulder, Colorado. The firm was founded in 1988 and formerly known as Sargent Bickham Lagudis LLC. CFM offers customized investment management strategies and financial planning for individuals, families, and institutions. | 12 years |
| Shirley Sullivan | F | - |
Colorado Financial Management, Inc.
 Colorado Financial Management, Inc. Investment ManagersFinance Colorado Financial Management, Inc. provides investment advice. Its services include free initial consultation, relationship based services, wealth management, client education, social security analysis and maximization, estate and retirement planning and income tax advantaged investments. The company was founded by Gray D. Premer in 1988 and is headquartered in Boulder, CO. | 25 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Floyd Pierce | M | - |
Colorado Financial Management LLC
Colorado Financial Management LLC Investment ManagersFinance Colorado Financial Management LLC (CFM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boulder, Colorado. The firm was founded in 1988 and formerly known as Sargent Bickham Lagudis LLC. CFM offers customized investment management strategies and financial planning for individuals, families, and institutions. | - |
| James Creamer | M | 59 |
Vectra Bank Colorado, NA
 Vectra Bank Colorado, NA Major BanksFinance Vectra Bank Colorado NA provides banking services. It offers deposit accounts, loans and mortgages, credit cards, and investment services. It also offers personal, executive, trust, online & business banking services. The firm has operations in Arizona, Texas, California, Colorado, Idaho, Nevada, New Mexico, Utah, and Washington. The company was founded in 1988 and is headquartered in Denver, CO. | 15 years |
| Scott Page | M | - |
Vectra Bank Colorado, NA
Vectra Bank Colorado, NA Major BanksFinance Vectra Bank Colorado NA provides banking services. It offers deposit accounts, loans and mortgages, credit cards, and investment services. It also offers personal, executive, trust, online & business banking services. The firm has operations in Arizona, Texas, California, Colorado, Idaho, Nevada, New Mexico, Utah, and Washington. The company was founded in 1988 and is headquartered in Denver, CO. | 8 years |
| Dianne Ellis Andrews | F | - |
Vectra Bank Colorado, NA
Vectra Bank Colorado, NA Major BanksFinance Vectra Bank Colorado NA provides banking services. It offers deposit accounts, loans and mortgages, credit cards, and investment services. It also offers personal, executive, trust, online & business banking services. The firm has operations in Arizona, Texas, California, Colorado, Idaho, Nevada, New Mexico, Utah, and Washington. The company was founded in 1988 and is headquartered in Denver, CO. | 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 13 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Richard Lawrence
- Personal Network
