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1015 W Horsetooth Rd Ste 205, Fort Collins, CO 80526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-08-18 |
| TX | RA | APPROVED | 2023-08-18 |
Branch Locations
1015 W Horsetooth Rd Ste 205, Fort Collins, CO 80526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities Llc | Fort Collins | CO | 07/2012 | 08/2023 |
| The Planners Inc. | Fort Collins | CO | 08/2023 | Present |
| Guardian Life | Fort Collins | CO | 07/2012 | 08/2023 |
| The Planners Inc. | Fort Collins | CO | 01/2025 | Present |
I am a licensed insurance agent and hold insurance broker contracts with numerous insurance companies. Wherever prudent, I recommend life insurance, disability insurance, long-term care insurance, and fixed annuities to clients. I am part owner of Inicio Inc., a technology company that develops financial software. I am also the President of Inicio and serve in an executive and management role in the company. I own Erik Sartin LLC, an entity which provides administrative support services to my financial planning practice. Erik Sartin is a president of Inicio Inc.; Investment related: No; Location: 320 East Vine Drive Suite 120 Fort Collins CO 80524; Description: Technology company that provides software for Investment Advisors.; Responsibilities Duties: Executive Duties; Start date: 2024-04-01; Hours devoted to business during trading hours: 80; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 10.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-04 |
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