Financial ADVSR advisor directory · SEC adviser records
Western Wealth Management LLC financial advisors in Edwards, CO
Every SEC-registered investment adviser representative at a Western Wealth Management LLC office in Edwards, A to Z.
The short answer
4 registered advisors work at Western Wealth Management LLC in Edwards, out of 107 at the firm nationwide; it ranks number 1 in the city by advisors. 3 list the CFP designation and 4 are also registered broker representatives.
Western Wealth Management LLC advisors in Edwards, A to Z
Every Western Wealth Management LLC advisor →- Stuart J. GreenCertified Financial Planner · Also a broker rep
- Kathryn A. LizotteCertified Financial Planner, Chartered Financial Analyst · Also a broker rep
- William D. MakoAlso a broker rep
- Tracy R. TutagCertified Financial Planner · Also a broker rep
Western Wealth Management LLC advisors in every city and state →Western Wealth Management LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Western Wealth Management LLC advisors in other cities
Golden, CO 30Greenwood Village, CO 14Denver, CO 7Fort Worth, TX 4Lakewood, CO 4Johnstown, CO 3Beaver Falls, PA 2Boulder, CO 2Canton, OH 2Durango, CO 2Fort Collins, CO 2Frisco, CO 2Saint George, UT 2Washington, UT 2Basalt, CO 1
Questions
How many financial advisors does Western Wealth Management LLC have in Edwards?
4 investment adviser representatives are registered at Western Wealth Management LLC offices in Edwards, Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 107 nationwide. 3 list the CFP designation and 4 are also registered as broker representatives.
Is Western Wealth Management LLC one of the largest advisor employers in Edwards?
Western Wealth Management LLC ranks number 1 in Edwards by registered advisors, ahead of every other firm.
How do I check a Western Wealth Management LLC advisor in Edwards?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Western Wealth Management LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.