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Aubrey Coleman

Financial planning rocks! At Financial Consulting Group 360 we get to help people make good money decisions.


7499 Westgate Drive Ste 101 ,  Windsor, CO   970-484-2425  
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Aubrey Coleman

I love helping people find what they need to achieve their goals. If this applies to you or someone you know please give me a call.

Being a financial planner has been my dream for a long time. I took financial planning classes at Iowa State, I worked at a bank as a teller, then at a credit union as an Americorps VISTA Volunteer developing a product and education to help low-income members save.

For the past 12 years, I have worked in a financial planning office getting the behind the scenes view of the planning process. I also earned the Certified Financial Planner™ designation. It's true, I'm certified!

Financial Consulting Group 360, LLC representatives are here to help you with your financial needs. Conveniently located at the Northeast corner of the I-25 and Hwy 392 (Windsor, CO) exit.

Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513) 794-6794. Investment Advisory services offered through O.N. Investment Management Company.

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About

Designations: CFP, CSLP

FINRA/CRD: 4855138

Languages: English


Focus Areas

  • Student loans
  • Comprehensive financial planning
  • Investment management
  • Long term care
  • annuities)
  • Retirement planning
  • Insurance