
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
Education
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°