Regina Neenan has been Voting Member, Shareholder of Financial Planning Fort Collins since March 2021, is not listed as a control person, but directly owns under 5% of the firm.
Financial Planning Fort Collins, LLC is a Fort Collins, CO firm with $152M under management, 119 clients and 3 advisers in one office, as of its March 2026 filing.
Regina Neenan is Director of Cash-Flow and Insurance Planning and Partner of FPFoCo (Financial Planning Fort Collins, LLC). Regina has been part of the FPFoCo team since 2018. Regina specializes in cash-flow planning strategies and in right-sizing insurance policies to fit clients' needs.
Professional designations
Listed by Financial Planning Fort Collins
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Accredited Behavioral Finance Professional (ABFP®)
Investment adviser representative registrations
Regina Neenan is registered as an investment adviser representative in 3 states. The first approvals date from October 2019; the most recent is Louisiana, in March 2021.
- CaliforniaSince 10 March 2020
- ColoradoSince 3 October 2019
- LouisianaSince 1 March 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 October 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Regina Marie Neenan
- CRD
- 7167307
- Firm
- Financial Planning Fort Collins · CRD 283890
- Role
- Voting Member, Shareholder
- Office
- 375 E. HORSETOOTH RD., BLDG. 3, STE. 203, Fort Collins, CO 80525-3197
- Registration
- Investment adviser registration
- In the industry since
- October 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- financialplanningfortcollins.com
Where does Regina Neenan work?
Regina Neenan has been Voting Member, Shareholder of Financial Planning Fort Collins, LLC since March 2021.
Is Regina Neenan a financial advisor?
Yes. Regina Neenan has a current investment-adviser registration in California, Colorado and Louisiana, through Financial Planning Fort Collins since October 2019.
How many years of experience does Regina Neenan have?
Regina Neenan has 7 years in the financial industry, since October 2019, across 1 adviser firm.
What exams has Regina Neenan passed?
Regina Neenan passed the Series 65 in October 2019.
Where is Regina Neenan based?
Regina Neenan’s registered office is in Fort Collins, CO.
Is Regina Neenan registered with FINRA?
No. Regina Neenan has no current broker registration.
Is Regina Neenan a CFP?
Financial Planning Fort Collins lists Regina Neenan with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Regina Neenan biography, financialplanningfortcollins.com
How can I verify Regina Neenan’s record?
Search CRD 7167307 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Regina Neenan’s full registration record.