CapWest Securities

Description

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

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CapWest Securities Employees

Employee
Years
Job
Industry
Jervis L. DiCicco Jervis L. DiCicco Greater Denver Area Details
Jervis L. DiCicco's CapWest Securities Experience April 2007 - June 2008
Job Financial Advisor at The Spectrum Planning Group
Industry Financial Services
Experience
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

Andy Reimer, MBA, CFP® Andy Reimer, MBA, CFP® Wasilla, Alaska Details
Andy Reimer, MBA, CFP®'s CapWest Securities Experience January 1990 - December 2010
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
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 Jeffrey K Rose Las Vegas, Nevada Details
Jeffrey K Rose's CapWest Securities Experience February 2006 - July 2011
Job Due Diligence at VFG Securities, Inc.
Industry Financial Services
Experience
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

Tim Kenkel Tim Kenkel Greater Denver Area Details
Tim Kenkel's CapWest Securities Experience October 2007 - April 2011
Job Chief Compliance Officer at Cascade Financial Management, Inc.
Industry Financial Services
Experience
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

Al Vanderlaan Al Vanderlaan Watertown, South Dakota Details
Al Vanderlaan's CapWest Securities Experience June 2006 - June 2011
Job SALES AGENT at SANDLAPPER SECURITIES
Industry Financial Services
Experience
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

Jennifer Rogers Cox Jennifer Rogers Cox Birmingham, Alabama Area Details
Jennifer Rogers Cox's CapWest Securities Experience 2008 - 2010
Job Senior Compliance Officer at Securities Broker/Dealer
Industry Financial Services
Experience
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)

Nicole Chojnacki Nicole Chojnacki Broomfield, Colorado Details
Nicole Chojnacki's CapWest Securities Experience 2007 - 2010
Job Administative Assistant at Federal Highway Administration
Industry Transportation/Trucking/Railroad
Experience
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

Amy Weseloh Gray Amy Weseloh Gray Greater St. Louis Area Details
Amy Weseloh Gray's CapWest Securities Experience April 2007 - June 2008
Job Wealth Consultant at Genex Consulting
Industry Financial Services
Experience
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

Gary Ackerman Gary Ackerman Richmond, Virginia Area Details
Gary Ackerman's CapWest Securities Experience 2005 - 2010
Job Investment Advisor Representative at Morse Capital Partners
Industry Financial Services
Experience
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

Clyde Patton Clyde Patton Greater New Orleans Area Details
Clyde Patton's CapWest Securities Experience January 2008 - September 2011
Job Investment Advisor Representative at Guidance Financial Advisors
Industry Investment Management
Experience
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

Jerry Fenimore Jerry Fenimore Greater Denver Area Details
Jerry Fenimore's CapWest Securities Experience September 2011 - December 2011
Job Registered Representative at Heritage Financial Systems
Industry Financial Services
Experience
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

Samantha Franzen Samantha Franzen Greater Denver Area Details
Samantha Franzen's CapWest Securities Experience November 2008 - August 2011
Job Sales and Event Manager at Handle This Cup
Industry Financial Services
Experience
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