Regina Marie Neenan
Investment adviser representative at Fpfoco
11 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$151.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Fort Collins Tax Service, LLCMar 2021 to now
- FpfocoOct 2019 to now
- Fort Collins Tax Service, LLC dba Financial Planning Ft CollinsAug 2018 to now
- Self-employedJul 2018 to Oct 2018
- Active BlogsJul 2015 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 3 states (CA, CO, LA).
Fpfoco
Legal name: Financial Planning Fort Collins, LLC
$151.7MAssets managed
119Clients
3Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7167307
- Firm CRD
- 283890