Peter J. Coleman [JD, ChFEBC℠]
13984 W Bowles Ave
#200
Littleton, CO 80127 (By appointment only)
350 Indiana St
Suite 730
Golden, CO 80401 (By appointment only)
2817 S Hiwan Dr
Evergreen, CO 80439 (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 also a text number
Cell: 303-653-6630
Fax: 888-909-4873
Email: peter.coleman@colemancapital.us
Website: www.colemancapital.us
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: Securianl, Mutual of Omaha, North American, Pacific Life, Principal, Protective, TransAmerica, Allianz, Corebridge, Legal & Geeral, Symetra, John Hancock, Lincoln Financial Group, Mass Mutual, Nationwide, Prudential and Nation Life Group (Life Insurance of the Southwest)
Primary Investment: All major Mutual Fund Providers, Third Party Asset Management, including but not limited to Goldman Sachs (EQIS), SEI Investments, Orion/Brinker Capital, National Financial Servies, LLC (Fidleity), Charles Schwab, Pershing, LLC., US Energy Development Corporation, Alternative Investments and more
Services: Thrift Saveings Plan Allocation Recommendations and Management, CSRS, CSRS Offset and FERS annuity planning, Social Security planning, FEGLI and Private Life Insurance Options, Income Tax Planning, Estate Planning, Asset Management, Private Annuity Recommendations, Long-Term Care and Disabillty Planning, Comprehensive Written Finanical Plans
Additional Information: Federal Employee Specialist