My Credentials

It is important to check the licenses and credentials of any financial advisor because anyone can call themselves a “financial planner.”  Unfortunately, there’s no minimum amount of experience or education required. Furthermore, even financial planners that, on paper, have lots of credentials and an impressive educational background may have conflicts of interest. That’s why I’ve chosen to be “Fee-Only.”

Below is a listing of credentials and affiliations of Bret Elliott, CFP® and Elliott Financial.  


Certified Financial Planner Board of Standards
Member ID #067855
1-800-487-1497
www.cfp-board.org

State of Colorado Division of Securities
303-894-2320
www.dora.state.co.us/securities

Investment Advisor Registration
CRD # 122072
1-240-386-4848
www.iard.com





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