CapWest Securities
Address: 3900 S Wadsworth Blvd, Lakewood, CO 80235 Hours: Closed ⋅ Opens 7:30AM Mon SundayClosedMonday7:30AM–5PMTuesday7:30AM–5PMWednesday7:30AM–5PMThursday7:30AM–5PMFriday7:30AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (303) 798-5407Website: : : Place name: Category: : : : : Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of CapWest Securities, Inc Posting publicly on the Web Write a review Reviews Be the first to review
CapWest Securities List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at CapWest Securities. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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CapWest Securities Employees
The Spectrum Planning Group June 2010 - Present
Arbor Consulting, LLC April 2007 - June 2010
Private Asset Group June 2008 - April 2010
CapWest Securities April 2007 - June 2008
Principia College August 2005 - November 2006
Camps Leelanau & Kohahna Foundation October 2003 - August 2005
Skills
Investments, Wealth Management, Retirement Planning, Asset Managment, Alternative Investments, Strategic Financial..., Asset Management, Wealth, Retirement, Financial Planners, Mutual Funds, Finance, Estate Planning, Investment Advisory, Life Insurance, Financial Services
Education
Principia College 1997 — 2001
Bachelor of Arts, Political Science
Cranbrook Kingswood High School 1993 — 1997
High School
Ameriprise Financial Services, Inc. January 2011 - Present
CapWest Securities January 1990 - December 2010
Education
Alaska Pacific University 1990 — 1992
Master of Business Administration (MBA), Business Administration and Management, General
College for Financial Planning 1985 — 1987
CFP(R), Financial Planning and Services
Humboldt State University 1970 — 1974
Bachelor of Arts (BA), Biology, General
Jeffrey K. Rose January 1975 - Present
VFG Securities, Inc. November 2013 - Present
Burning Man Project August 1998 - Present
Normandy Capital Group 2005 - 2012
CapWest Securities February 2006 - July 2011
Pacco Capital Solutions 2006 - 2011
Financial West Group 1998 - 2004
Unicorp Financial Group 1989 - 1996
Christopher Weil & Company 1985 - 1989
Planned Investments 1981 - 1985
Skills
Due Diligence, Investments, Negotiation, Alternative Investments, Performance Tuning, Mediation, Asset Managment, Series 7, Securities, Mergers, Expert witness for due..., Deal Structuring, Due Diligence Reports, Performance Updates, Investment Products, FINRA, Private Placements, Asset Management, Financial Structuring, Private Equity, Series 63, Investment Advisory, Start-ups, Real Estate Due..., Mergers & Acquisitions, Insurance, Investment Strategies, Equities, Management, Business Development, Portfolio Management, Retirement Planning, Entrepreneurship, Mutual Funds, Financial Modeling, Strategic Financial..., Executive Management, Asset Allocation, Financial Advisory, Venture Capital, Financial Analysis, Valuation, Wealth Management, Hedge Funds, Investment Management, Investor Relations, Funding, Financial Services, Corporate Finance, Restructuring
Education
Stanford University 1968 — 1969
MS, Economic Systems Planning
Cornell University 1963 — 1967
BA, Industrial Engineering
US Air Force Undergraduate Pilot Training 1972 — 1973
US Air Force Pilot Wings
US Air Force Navigation School 1967 — 1968
US Air Force Undergraduate Navigator Training, Navigator Wings
Cascade Financial Management, Inc. March 2013 - Present
Cascade Financial Management, Inc. February 2012 - March 2013
Wells Fargo Advisors April 2011 - February 2012
CapWest Securities October 2007 - April 2011
Wachovia Securities, LLC April 2004 - October 2007
Wachovia Securities March 2003 - April 2004
PNC Investments July 2001 - August 2002
PNC Brokerage August 1998 - July 2001
PNC Bank February 1996 - August 1998
First Investors Corp September 1994 - September 1995
Skills
Investments, Mutual Funds, Financial Services, Portfolio Management, Insurance, Management, Banking, Training, Leadership, Finance, Auditing, Equities, FINRA
Education
University of Pittsburgh 1989 — 1994
BA, Economics
University of Pittsburgh
BA, Economics
Mt Lebanon Senior High School
SANDLAPPER Securities, LLC (Member FINRA/SIPC) September 2011 - Present
SANDLAPPER SECURITIES September 2011 - Present
CapWest Securities June 2006 - June 2011
United Securities Alliance April 2002 - June 2006
Skills
Asset Allocation, Asset Management, Alternative Investments, Business Development, Credit, Due Diligence, Entrepreneurship, Equities, Estate Planning, Finance, Financial Analysis, Financial Modeling, Fixed Annuities, Financial Services, Funding, Hedge Funds, Insurance, Investment Advisory, Investment Properties, Investments, Investors
Education
KANSAS STATE UNIV. 1966 — 1970
Bachelor of Science (BS), AGRICULTURE AND FINANCE, B
State University of New York College of Agriculture and Technology at Morrisville 1966 — 1968
Associate of Arts and Sciences (AAS), Agriculture, Agriculture Operations, and Related Sciences
Securities Broker/Dealer 2012 - Present
Self Employed 2007 - Present
Geneos Wealth Management Inc 2011 - 2011
CapWest Securities 2008 - 2010
LORE Magazine 2007 - 2009
Colorado Homes and Lifestyles Magazine 2007 - 2008
The Greeley Tribune January 2007 - April 2007
Jackson National Life Distributors 2005 - 2006
US Navy 2003 - 2005
International Assets Advisory 2002 - 2005
Skills
Copy Editing, Press Releases, Editing, Editorial, Publications, Feature Articles, Email Marketing, Storytelling, InDesign, Magazines, QuarkXPress, AP Style, Creative Direction, Photography, Event Planning, AML, Interviews, Investments, Securities, Training, FINRA, Photoshop, Business Development, Series 7, Management, Auditing, Layout
Education
University of Alabama
Bachelor's Degree, Communication (Minor: Political Science)
Federal Highway Administration December 2012 - Present
Protocols, LLC September 2010 - December 2012
CapWest Securities, Inc March 2007 - January 2010
CapWest Securities 2007 - 2010
Ulta Beauty & Cosmetics January 2006 - January 2007
Ulta 2006 - 2007
Denver Direct Title, Inc January 2006 - January 2006
Metro Title, Inc January 2005 - January 2006
Pier 1 Imports January 2002 - January 2005
Skills
Customer Service, Management, Payroll, Sales, Strategic Planning, Training, Human Resources, Policy, Securities, Time Management, Investments, Microsoft Office, Microsoft Excel, Mediation, FPPS/WTTPS, PRISM
Education
Red Rocks Community College 2000 — 2002
Red Rocks Community College 2000 — 2002
Graduated Wheat Ridge High School 1997 — 1999
Wheat Ridge High School 1997 — 1999
Genex Consulting December 2014 - Present
The Spectrum Planning Group June 2010 - December 2014
Private Asset Advisors June 2008 - April 2009
United Capital January 2007 - December 2008
CapWest Securities April 2007 - June 2008
Skills
Series 7, Investments, Life Insurance, Insurance, Securities, Asset Management, Portfolio Management, Equities, Financial Analysis, Credit, Due Diligence, Fixed Annuities, Entrepreneurship, Long-term Care, Strategic Planning, Real Estate, Disability Insurance, Retirement Planning, Term Life Insurance, Asset Managment, Mutual Funds, Strategic Financial..., Small Business, Financial Advisory, Retirement, Financial Planning
Education
Illinois State University 1997 — 2001
Bachelor of Science (B.S.), Political Science and Government
Morse Capital Partners 2010 - Present
Whittle & Roper Realtors 2002 - Present
CapWest Securities 2005 - 2010
United Securities Alliance 2002 - 2005
Tri-City Animal Hospital 1981 - 2001
Education
The University of Georgia 1977 — 1981
Doctor of Veterinary Medicine, Veterinary Medicine
Virginia Polytechnic Institute and State University 1974 — 1977
none, Biochemistry
Guidance Financial Advisors September 2011 - Present
Keller Williams Realty May 2004 - Present
CapWest Securities January 2008 - September 2011
Skills
Investments, Portfolio Management, Asset Managment, Financial Analysis, Equities, Mutual Funds, Wealth Management, Risk Management, Strategic Financial..., Investment Properties, Securities
Education
LSU Graduate School of Banking 1993 — 1996
Banking and Investments
Mississippi State University - College of Business and Industry 1979 — 1983
BA, business
Samford University
Master of Business Administration (MBA), Business Administration and Management, General
Heritage Financial Systems September 2011 - Present
Capwest Securities September 2011 - December 2011
Capwest Securities May 1995 - August 2011
CapWest Securities 1995 - 2010
Capwest Securities 1995 - 2009
Skills
Investments, Retirement Planning, Series 7, Wealth Management, Securities, Alternative Investments, Investment Advisory, Mutual Funds, Financial Advisory, Retirement, Asset Management, Strategic Financial..., Investment Strategies, Asset Allocation, Life Insurance, Portfolio Management, Insurance, Equities, Financial Analysis, Due Diligence
Education
Red Rocks 1976 — 1978
Associate Degre, Business Mgmt & Accounting
Colorado State University 1966 — 1970
BS, Physical Science
Handle This Cup May 2015 - Present
American Turf & Tree Care September 2011 - September 2013
CapWest Securities November 2008 - August 2011
Skills
Alternative Investments, Series 7, Management, Series 63, Mutual Funds
Education
University of Northern Colorado 2006 — 2008
Bachelors, Political Science
University of Colorado Boulder 2004 — 2006
Political Science