Stephen Hartel

Wealth Advisor and Registered Financial Planner

MBA, AIF at National Planning Corporation in Denver, CO

About

Helping people achieve financial independence by using practical, affordable, goal-driven financial planning techniques. Trilogy Financial and National Planning Corp. Please do not leave any comments or endorsements on my profile, as it would be against my firm's Compliance policy to display them.

Address
101 University Blvd Suite 450 in Denver, CO 80206
Info
None specified

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by Lee
Answered by David Wasson, Insurance Agent in Rohnert Park, CA
I would ask you first, is the 401(k) your only way to pay for the hybrid? 401(k) money can be expensive since it is normally 100% taxable. Next I would ask if the lo...
Q&A
Asked by lmperrin
Answered by Arthur Davis, Insurance Agent in Florham Park, NJ
Q&A
Asked by an anonymous user
Hi - No question your first step should be to build a retirement income roadmap. As a complimentary service we can help you build it so you can evaluate your options....
3

Specialties

  • Annuities
  • Bonds & Fixed Income
  • Business Planning
  • Education Savings
  • Equities
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments
  • Other

Credentials

Licenses

Series 63
Series 66
Series 7

Certifications

Accredited Investment Fiduciary

Background

Experience

Director of Investment Management Services
Relationship Director
Wealth Advisor and Registered Financial Planner

Education

University of Denver
University of Denver

Disclosure

Securities and advisory services offered through NPC (NPCOA), member FINRA/SIPC. Trilogy Financial and NPC are separate and unrelated companies.