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2505 Walnut Street, 2nd Floor
Boulder, Colorado 80302
303-444-4415
888-448-4415

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Press Releases

Cain Kobert's 2015 Five Star Award Announcement

Cain Kobert, CFP® of Rocky Mountain Wealth Management has been honored as a recipient of the 2015 Five Star Award by Five Star Professional. The Five Star Award recognizes wealth managers who provide quality services to their clients. *

Securities offered through LPL Financial. Member FINRA/SIPC. 303-444-4415.

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth Managers do not pay a fee to be considered or placed on the final list of 2015 Five Star Wealth Managers.

Cain Kobert's Director's Club Announcement

Cain Kobert, CFP® of Rocky Mountain Wealth Management has been honored as a member of LPL Financial’s Director’s Club. This prestigious status is based on production ranking of all registered representatives at LPL Financial at year end 2014.

Securities offered through LPL Financial. Member FINRA/SIPC. 303-444-4415.

Cain Kobert's 2014 Five Star Award Announcement

Cain Kobert, CFP® of Rocky Mountain Wealth Management has been honored as a recipient of the 2014 Five Star Award by Five Star Professional. The Five Star Award recognizes wealth managers who provide quality services to their clients. *

Securities offered through LPL Financial. Member FINRA/SIPC. 303-444-4415.

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth Managers do not pay a fee to be considered or placed on the final list of 2014 Five Star Wealth Managers. 

Cain Kobert's Chairman's Club Announcement

Cain Kobert, CFP® of Rocky Mountain Wealth Management has been honored as a member of LPL Financial’s Chairman’s Club. This prestigious status is based on production ranking of all registered representatives at LPL Financial at year end 2013 and is awarded to less than 6% of the firms approximately 13,500 advisors nationwide.

Securities offered through LPL Financial. Member FINRA/SIPC. 303-444-4415.

Cain's Five Star Award Announcement

Cain Kobert, CFP® of Rocky Mountain Wealth Management has been honored as a 2013 recipient of the Five Star Award by Five Star Professional. The Five Star Award recognizes wealth managers who provide quality services to their clients. *Securities offered through LPL Financial. Member FINRA/SIPC. 303-444-4415.

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth Managers do not pay a fee to be considered or placed on the final list of 2013 Five Star Wealth Managers.

Cain’s 2012 Director’s Club Announcement

Cain Kobert, CFP® of Rocky Mountain Wealth Management has been honored as a member of LPL Financial’s Director’s Club. This prestigious status is based on production ranking of all registered representatives at LPL Financial at year end 2012.

Securities offered through LPL Financial. Member FINRA/SIPC. 303-444-4415.

Cain’s 2011 Director’s Club Announcement

Cain Kobert, CFP® of Rocky Mountain Wealth Management has been honored as a member of LPL Financial’s Director’s Club. This prestigious status is based on production ranking of all registered representatives at LPL Financial at year end 2011.

Securities offered through LPL Financial. Member FINRA/SIPC. 303-444-4415.

Cain Kobert Recognized as a Top Financial Advisor By LPL Financial

Boulder, CO – May 19, 2010 – Cain Kobert, CFP®, an independent financial advisor at Rocky Mountain Wealth Management in Boulder, CO today announced that he was recognized as a top financial advisor and named to the LPL Financial Director’s Club. This distinction is based on an annual production ranking of all registered advisors supported by LPL Financial, the nation’s largest independent broker-dealer*, and is awarded to less than 20 percent of the firm’s 12,027 advisors nationwide.

“We congratulate Cain Kobert for achieving this prestigious recognition, which is based on how successful advisors are in growing their businesses by delivering the services and solutions their clients need,” said Bill Dwyer, President of National Sales and Marketing for LPL Financial. “Members of the Director’s Club are among the premier financial advisors in our industry. They serve as trusted resources and counselors for their clients and their communities.

Cain Kobert is affiliated with LPL Financial and provides conflict-free financial planning services, investment advice and asset management services to over 150 clients in the United States.

*Based on total revenues, Financial Planning magazine, June 1996-2009

Cain's 2010 Director's Club Announcement

Cain Kobert, CFP® of Rocky Mountain Wealth Management has been honored as a member of LPL Financial’s Director’s Club. This prestigious status is based on production ranking of all registered representatives at LPL Financial at year end 2010.