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Lee P. Poelma

Wm Smith & Co.

Financial Planner in Denver, CO

Address:
3200 E Cherry Creek South Dr
Denver, CO 80209
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About Lee P. Poelma

Lee Poelma is a financial professional at Wm Smith & Co. located in Denver, Colorado. Lee Poelma holds an industry securities registration subject to FINRA oversight having passed securities examinations including S24, S27, S66 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

No education details are currently available for this financial planner.

Languages

Lee Poelma provides services to clients in the following language(s):

  • English

Specialties and Skills:

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  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

Lee Poelma
3200 E Cherry Creek South Dr
Denver, CO 80209

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Website:

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