AP Denver Happenings Q4 2024

 Changes

With the October 14 transition of American Portfolios Financial Services, Inc (APFS) into Osaic Wealth, Inc., we have now gone through two changes with our primary partner firms (from TD to Schwab as well) in the past 13 months. These changes were not by choice, but the result of mergers & acquisitions outside of our control. You may expect to receive some communication and/or correspondence from Osaic going forward. Should you have any questions, feel free to reach out to us. 

We greatly appreciate the patience and support our valued clients have shown throughout this process. Change is rarely without some discomfort. However, we are confident that these changes will allow us to continue, and even improve, providing the level of service our clients expect. 

American Portfolios Denver welcomes New Affiliate Advisors 

AP Denver is excited to announce the addition of three new affiliate advisors in our North Central Region. Nada Heib and Wyatt Nelson recently joined our offices in Bismarck and Dickinson, North Dakota, respectively. We have also added a new office in Great Falls, Montana with affiliate advisor, David Dahl, CFP.