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Investment Service

JamesWertzCheck the background of your financial professional on FINRA's BrokerCheck

James Wertz is a well-known and respected financial consultant in the Northern Colorado area. With over 10 years of experience in the financial industry, James has built his reputation by helping educators, small business owners, and individual investors plan for their financial future. James was born and raised in Fort Collins, CO. He enjoys golf, fishing, and spending time in the outdoors. He lives in Windsor, Colorado, with his wife, Kelsey, and their daughters, Rylee and Bailey. James looks forward to helping members achieve their individual financial goals. For more information or to set an appointment please contact him at or 970-223-2377. Visit his website at


Disclaimer: Non deposit investment products are not NCUA insured, not credit union guaranteed, and may lose value. Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. Goodwin Financial Services, Inc. and Cambridge are not affiliated. Cambridge does not offer tax or legal advice.



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