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Craig Edwin Lathram

Lathram Financial Group, LLC

Avon, CO

CRD 5573621

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Employer firm

Lathram Financial Group, LLC CRD 172358

$91.3M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Lathram Financial Group, Llc

Avon, CO • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2014-10-13
  • CO RA
    APPROVED
    Since 2014-10-13

Branch Locations

Avon, 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
Lathram Financial Group Denver CO 10/2008 Present
Vail Associates Broomfield CO 12/2008 Present
Billion Dollar Mentoring Denver CO 12/2008 04/2018
  • 10/2008 → Present
    Lathram Financial Group
    Denver, CO
  • 12/2008 → Present
    Vail Associates
    Broomfield, CO
  • 12/2008 → 04/2018
    Billion Dollar Mentoring
    Denver, CO
Previous Registrations
Other Businesses

VAIL ASSOCIATES,NO,390 INTERLOCKEN CRESCENT, BROOMFIELD, CO 80021,SKI RESORT,SKI INSTRUCTOR,12/01/2008,4,4,PART-TIME SKI INSTRUCTOR

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-12-17
  • S66 Uniform Combined State Law Examination
    2008-12-17
Other Names
  • Craig Edwin Lathram

View on SEC IAPD

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