Peter Jon Coleman

Peter Jon Coleman [JD, ChFEBC℠]

13984 W Bowles Ave
Littleton, CO 80127 (By appointment only)

Original Certificate Date: 4/29/2024

ChFEBC℠ Number: 4C2E2P006

Organization: Coleman Capital and Risk Management, Inc.

Broker Dealer: Cambridge Investement Research, Inc.

Phone: 303-670-6766
Cell: 303-653-6630
Fax: 888-909-4873



States Currently Licensed: AL, AK, AZ, AR, CA, CO, CT, FL, GA, HI, IL, IN, KS, LA, MA, MI, MN, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, PA, PR, SC, TX, VA, WA, WY

State Insurance License #: 359776

CRD #: 2775291

Primary Insurance: National Life Group (Life Insurance of the Southwest), Protective Life, American General (AIG), Prudential Life, Banner Life, John Hancock, Lincoln Financial Group, Allianz, Mutual of Omaha, Principal, Legal and General America, ANICO, Genworth, Accordia Life, VOYA, TransAmerica, Symetra and North American Company

Primary Investment: Fund Families (American Funds, Invesco, Aristotle, Franklin Tempelton, BlackRock), Third Party Asset Managers (EQIS Capital, Orion/Brinker Capital, SEI), Brokerage Companies (National Financial Services, LLC – Fidelity) and Pershing LLC, Custodians (Goldman Sachs, Charles Schwab, Fidelity)

Services: Comprehensive written financial planning, including but not limited to, risk management (insurance planning), investment planning (stocks, bonds, ETFs, mutual funds, annuities, alternatives), retirement planning CSRS, FERS, PERA, TTRS, 401(k), 401(a), Thrift Savings Plan, 457, IRAs, Social Security, tax planning and estate planning

Additional Information: Working with federal agents and professional support since 1996. Departments – DHS, DOD, DOE, DOJ, DOT, Treas, VA, Bureaus and Agencies – ATF, BOP, DEA, FBI, ICE, FWS, NOAA, NSA/CSS, TSA, USSS, IRS and NASA