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Our Process

Our 4 Step Wealth Management Process | Vivant Financial Services

Office

940 Kimbark Street
Suite 3
Longmont CO 80501

Contact Info

P: 720.797.5967
F: 720.715.8332

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Securities offered through LPL Financial, member FINRA/SIPC. Vivant Financial Services is another business name of Independent Advisor Alliance, LLC. All Investment advice is offered through Independent Advisor Alliance, LLC a registered investment advisor. Independent Advisor Alliance, LLC is a separate entity from LPL Financial.

LPL Financial Form CRS

Independent Advisor Alliance's Form CRS

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

To contact LPL about rights you may possess under the California Consumer Privacy Act, click here.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

CFP® Certification

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