Jeff Engelman [ChFEBC℠, CFP®]
333 W Hampden Ave
Englewood, CO 80110
Original Certification Date 9/2/16
Organization: Prism Financial Strategies
Broker Dealer: Vision
States Currently Licensed: CO, NE
CRD #: 4338185
CFP Registration ID#: 135033
Primary Insurance Companies: Ability to with almost any insurance company to find the best fit for the client’s disability, life and long term care insurance needs as part of their overall financial plan.
Primary Investment Companies: Ability to select from thousands of investment products that are most suitable in creating an overall diversified investment portfolio, to find the optional allocation to meet each client’s goods and objectives.
Services: Investment Advisor Representative of Vision Advisor, LLC an SEC Registered Investment Advisor. Registered Representative of and Securities Vision Brokerage Services, LLC, a registered borker/dealer, member FINRA and SIPC.