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Current Employers
Boulder Financial Planning Company

Longmont, CO • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-07-29
  • CO RA
    APPROVED
    Since 2026-07-29

Branch Locations

Longmont, CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bsw Wealth Partners Boulder CO 06/2012 07/2026
Boulder Financial Planning Company, Llc Longmont CO 07/2026 Present
Samuel Napp, Llc Longmont CO 02/2014 Present
  • 06/2012 → 07/2026
    Boulder, CO
  • 07/2026 → Present
    Boulder Financial Planning Company, Llc
    Longmont, CO
  • 02/2014 → Present
    Samuel Napp, Llc
    Longmont, CO
Previous Registrations
Other Businesses

Mr. Napp serves on the Investment Committee of the Longmont Community Foundation (the "Foundation") which is a tax-exempt public charity created by and for the people of Longmont and the St. Vrain Valley. The Foundation oversees the "Live and Give Longmont" endowment fund and manages charitable and donor advised funds for local donors, businesses, and nonprofits with the mission of improving life in Longmont and the St. Vrain Valley. Mr. Napp does not receive compensation for his service. There is no affiliation or other business relationship between Boulder Financial Planning Company, LLC and the Foundation. Name: Samuel Napp, LLC Address: 2923 Sandpiper Place, Longmont, CO 80503 Nature of Business: Public Accounting Firm Title/Position/Duties: Owner Start Date: February 2014 Number of Hours/Month: 16 Number of Hours/Month During Trading Hours: 16

Designations
Other Names
  • Sam Napp

View on SEC IAPD

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