Bartley A. Corfee*

Bartley A. Corfee*

Chartered Financial Consultant

Chartered Financial Consultant
Financial Advisor

Focusing On
Personal Planning / Estate Analysis*
Asset Allocation Analysis*
Business Planning Analysis*
Executive Planning*

Registrations and Designations
Registered Principal - Series 24
Registered Representative - Series 7
Registered Investment Advisor Representative
Chartered Financial Consultant, ChFC
Initial Registered Training by Sutro & Co., Inc. San Francisco, CA, 1981

B.S., Accounting, California State University, at Sacramento, 1978
A.A., with President’s Honors, Accounting Sacramento City College, 1975 The American (ChFC) College Chartered Financial Consultant, 2001

Current and Past Experience
Current Financial Advisor Corfee & Associates – Canvas Financial – Ameritas Investment Company, LLC Member FINRA / SIPC – Ameritas Advisory Services, LLC 2017 to present

Current ChFC – Chartered Financial Consultant 2001 to present

Current Owner Corfee & Associates, Evergreen, Colorado 1991 to present

Past Investment Advisor Representative & Registered Principal Cetera Advisors Evergreen, CO 2001through November 2017

Past Consulting Services Representative E.F. Hutton & Company San Francisco, CA 1986 through 1989

Past National Sales Director, Registered Investment Advisor, Tuttle & Noroian, Inc, San Francisco, CA 1985 through 1986

Past Registered Representative, Sutro & Company, San Francisco, CA 1980 through 1984

Past PGA Golf Pro Apprentice – Northern California – El Macero Country Club, Davis, CA 1973 through1978

Past Member
International Association of Financial Planners
Board Member, 1990 - 1992

Personal Residence / Personal
Residing in Evergreen, Colorado since 1992
with wife, Toni. Toni and Bart have two wonderful children, Katelyn & Brenden and one wonderful grandchild, Charlie.

Past Member / Committees / Positions
Retired - Evergreen Volunteer Fire Department, 1993 – 2006 Treasurer 1996 & 1997, Vice President 1998 & 2003, President 2005

Current Member / Committees / Positions
Evergreen Rotary / Mountain Foothills Rotary, since 1992 to present

Evergreen Area Chamber of Commerce, Since 1992
Chairman of the Board, 1997 – 1998

Masonic Blue Lodge No. 26 Idaho Springs, Colorado Past Master Masonic Lodge No. 3 Central City, Colorado Masonic Lodge No. 12 Georgetown, Colorado Scottish Rite Denver Consistory Denver, Colorado – Illustrious Brother 33° Designation El Jebel Shrine Denver Colorado Finance Committee Masonic Lodge No. 26 Idaho Springs, Colorado Finance Committee Scottish Rite Denver Consistory, Colorado Vice President Scottish Rite Masonic Center Committee Denver Consistory, Colorado Director of Scottish Rite Denver Consistory 21st Degree

Honors and Awards
Sacramento Chamber of Commerce Hall of Fame, Golf, City College of Sacramento, California 1975

Rotary Club of Evergreen,
Distinguished Service 1994, 1998, 1999
Club Energizer 1995
Membership Chair 2000-2002 Rotarian of the Year 2000

The Scottish Rite of Freemasonry Supreme Council, 33° - Valley of Denver, Colorado 2021 Nominated, Elected and Designated as Illustrious Brother Bartley A. Corfee, 33°