Ian Yarberry

Financial Advisor; Executive Partner at Capital Resource Group
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Contact Information
us****@****om
(386) 825-5501
Location
Littleton, Colorado, United States, US

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Credentials

  • Accident and Health Insurance
    State of Colorado
    Feb, 2015
    - Nov, 2024
  • Life Insurance
    State of Colorado
    Feb, 2015
    - Nov, 2024
  • Uniform Combined State Law Examination (Series 66)
    North American Securities Administrators Association
    Dec, 2012
    - Nov, 2024
  • General Securities Representative Examination (Series 7)
    Financial Industry Regulatory Authority (FINRA)
    Nov, 2012
    - Nov, 2024
  • Uniform Securities Agent State Law Examination (Series 63)
    North American Securities Administrators Association
    May, 2012
    - Nov, 2024
  • Investment Company Products/Variable Contracts Representative Examination (Series 6)
    Financial Industry Regulatory Authority (FINRA)
    Apr, 2012
    - Nov, 2024

Experience

  • Capital Resource Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor; Executive Partner
      • Sep 2021 - Present

    • Financial Advisor
      • Jul 2020 - Sep 2021

      Financial advisor with Capital Resource Group in Littleton, CO. I specialize in creating and maintaining financial plans for clients and asset management.

  • DENVER HIGHLANDERS RUGBY FOOTBALL CLUB
    • United States
    • Spectator Sports
    • Treasurer
      • Aug 2015 - Jan 2023

      Maintain Financial Statements Pay invoices Review spending and income trends with Board Ensure other Officers maintain fiscal discipline Submit necessary tax forms to IRS Assist donors with necessary documents for their tax returns Maintain Financial Statements Pay invoices Review spending and income trends with Board Ensure other Officers maintain fiscal discipline Submit necessary tax forms to IRS Assist donors with necessary documents for their tax returns

  • Bank of the West
    • United States
    • Banking
    • 700 & Above Employee
    • Financial Advisor
      • Mar 2018 - Jul 2020

    • Financial Advisor Assistant Sr.
      • Dec 2014 - Mar 2018

  • T. Rowe Price
    • United States
    • Financial Services
    • 700 & Above Employee
    • Retirement Counselor (Retail Sales; High Value Engagement)
      • Sep 2013 - Jun 2014

      High Value Counselor for Retirement Planning

    • Retirement Specialist (Retail Sales)
      • Oct 2012 - Sep 2013

      Assist clients planning for, transitioning into, and during retirement.

    • 401(k) Specialist
      • Nov 2011 - Oct 2012

  • Colorado State University
    • United States
    • Higher Education
    • 700 & Above Employee
    • Economics Independent study
      • Jan 2011 - May 2011

      -Acquire data from third parties-Managing large data sets -Reorganize and manage extremely large data sets-Convert data sets between Excel and Access -Communicate with local government agents to solve data discrepancies

    • Economic Forecasting
      • Aug 2010 - Dec 2010

      -Gathering information from government sources -Use statistical software to create future values-Familiar with several statistical models including regression analysis, ANOVA, and co-integration

Education

  • Colorado State University
    BA, Economics
    2007 - 2011

Community

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