Western Wealth Management
43yrs
Top advisor by experience in Golden
27yrs
Peter Schopen
Full name on record: Peter Anthony Schopen
Financial advisor at P.A. Schopen & Associates
Based in Golden, Colorado, Peter Schopen is a fiduciary financial advisor with 27 years of industry experience. Peter joined P.A. Schopen & Associates in 2018, after a year at Evergreen Investing and nine years at Raymond James Financial Services Advisors. P.A. Schopen & Associates offers investment management and is paid through a percentage of assets.
One of 121 advisors with offices in Golden, and one of 114 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 17% by experience in Colorado
Office14143 Denver West Blvd. Suite 100, Golden, CO 80401
How the firm is paid ?Percent of assets
Typical client at the firm ?$587,907
Advisors at the firm2
States licensed ?2 states
Services through P.A. Schopen & Associates
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowP.A. Schopen & Associates, LLCCurrent firm
- Jun 2017 – Jun 2018Evergreen Investing, LLCPreviously
- 2009 – 2017
- 2001 – 2009Raymond James Financial Services, Inc.Previously
Contact Peter
(303) 986-3734P.A. Schopen & Associates main office 14143 Denver West Blvd. Suite 100Golden, CO 80401Office · Get directions
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Questions to ask Peter
Tailored to Peter’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Peter
How do I contact Peter?
Call P.A. Schopen & Associates at (303) 986-3734 and ask for Peter Schopen. Peter works from the Golden, CO office.
How long has Peter been a financial advisor?
Peter has been in the industry since 1999, about 27 years. Top 17% by experience in Colorado.
What licenses does Peter hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Peter a fiduciary?
Peter is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Peter paid?
P.A. Schopen & Associates reports being paid by a percentage of the assets they manage. Ask Peter for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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