Envision Financial Partners

To learn more about the professional history of our financial advisors, please visit

Envision Financial Partnersameriflex2024-04-09T15:26:46+00:00

Cultivate Curiosity™

a planning methodology to help you envision your long-view.

Greenwood Village Office

Address:
9250 E Costilla Ave. Suite 603
Greenwood Village, CO 80112

Web Site:
https://envisionfinancialpartners.com

Team Members:
Matt Bartz ChFC®, CLU®, CLF®
Financial Planner, Managing Partner
e: [email protected]
t: (720) 762-5439

David Bear CFP®, ChSNC®, CAP®, AEP®
Financial Planner, Managing Partner
e: [email protected]
t: (720) 762-5442

Jennifer Wernsing RICP®
Director of Client Services
e: [email protected]
t: (720) 762-5440

Grant Ambrosich, MSFP
Financial Planner
e: [email protected]
t: (720) 762-5441

Kelly Rose
Operations Coordinator
e: [email protected]
t: (720) 762-5438

Fort Collins Office

Address:
145 N College Ave. Suite Q
Fort Collins, CO 80524

Web Site:
https://envisionfinancialpartners.com

Team Members:
Roger L. Olson
Wealth Advisor
e: [email protected]
t: (970) 515-2856

CORPORATE OFFICE:
8475 W Sunset Rd. Suite 101 Las Vegas, NV 89113
Phone: (702) 987-9730
Email: [email protected]
Web: AmeriFlex

Securities offered through Osaic Wealth, Inc. member FINRA, SIPC. Investment advisory services offered through The AmeriFlex® Group, an Independent Registered Investment Advisor. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not offer tax or legal advice. This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, ME, MI, MN, NC, ND, NJ, NM, NV, NY, OH, OR, PR, SC, TX, UT, VA, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.
This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, ME, MI, MN, NC, ND, NJ, NM, NV, NY, OH, OR, PR, SC, TX, UT, VA, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.
IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.