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Investment Service

James WertzJames Wertz is a well-known and respected financial consultant in the Northern Colorado area. With over 6 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 Johnstown, Colorado, with his wife, Kelsey, and their daughter, Rylee. 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: Registered Representative, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA & SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. Cambridge and Goodwin Financial Services, Inc. are not affiliated. Investments products and services available only to residents of: Arkansas (AK), Arizona (AZ), Colorado (CO), Delaware (DE), Iowa (IA), Illinois (IL), Kansas (KS), Kentucky (KY), Maryland (MD), North Carolina (NC), Nebraska (NE), New York (NY), Oklahoma (OK), Texas (TX), Wyoming (WY) Fee-based advisory services are available only to residents of: Colorado (CO), Iowa (IA), Kansas (KS), North Carolina (NC), Oklahoma (OK), Texas (TX), Wyoming (WY) We are licensed to sell insurance products in the following states of: Arizona (AZ), Colorado (CO), Florida (FL), Iowa (IA), Kansas (KS), Nebraska (NE), New York (NY), North Carolina (NC), Oklahoma (OK), Wyoming (WY)



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