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Updated about 7 years ago on . Most recent reply

User Stats

276
Posts
1,197
Votes
Grant Shipman
  • Rental Property Investor
  • Estes Park, CO
1,197
Votes |
276
Posts

Fiduciary License in Colorado?

Grant Shipman
  • Rental Property Investor
  • Estes Park, CO
Posted
I purchase and rent properties in Colorado that turn incredibly great profits. I do this by partnering with those who have money and want a hands off investment. They give me $25k, and I make them $6.6k/month tax free for the rest of their life. I'm focused 100% on giving my investors a great experience bc they deserve it. I've become disgusted with others in the financial world who exploit their investors, and so I'm interested in the fiduciary concept. I'm always acting in my investors best interest, and so I'm curious to know if there is a way to become a licensed fiduciary in Colorado. If so, this license/certification could be another way to make my investors experience even better. I have tried to research this bc I'm very green to the topic. I'm not coming up with much besides options in California which isn't my state. Can anyone inform an ignorant brother on these matters and/or point me in a specific direction. I'm not a licensed real estate agent. if that is helpful.
  • Grant Shipman
  • Most Popular Reply

    User Stats

    276
    Posts
    1,197
    Votes
    Grant Shipman
    • Rental Property Investor
    • Estes Park, CO
    1,197
    Votes |
    276
    Posts
    Grant Shipman
    • Rental Property Investor
    • Estes Park, CO
    Replied

    Hi @Matt M. I'm sorry I missed your message until now.  Oh wow- did I made an error above. It's $6.6k/year (not per month).  Wow that's embarrassing.  Thanks for catching that mistake.  Reminds me why I'm grateful for my team (lawyer, CPA, etc) for balancing out my weaknesses. 

    I am looking into becoming a financial adviser but so far have not found any programs I'm impressed with.  Do you suggest any?  

  • Grant Shipman
  • Loading replies...