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Submit a Complaint

Grievances can be submitted to CExP Board via U.S. mail.

CExP Board

741 Corporate Circle, Ste. J

Golden, CO 80401

Attn: Professional Review Dept.

Your written grievance should include important information surrounding the circumstances of your complaint, including photocopies of relevant letters, contracts, agreements or other documents, which should be accompanied with the grievance form. CExP Board staff will request additional information if needed and may request a personal interview if it appears necessary.

The public should be aware of normal remedies under state and federal laws and regulations with applicable regulatory bodies and also avail themselves of other avenues. The burden should be on the complainant to pursue such remedies. The findings and actions of appropriate regulatory bodies will be given due consideration by the Disciplinary and Ethics Commission.


ALI-ABA

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Over half of the 9.5 million business owners are reaching retirement age so the need for trained Exit Planning Advisors has never been so great.

Are you prepared to guide these business owners through the biggest financial event of their lives?


 

741 Corporate Circle, Suite J • Golden, CO 80401 • Phone: 303-321-2242 • Toll-free: 888-206-3009
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