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Weldon N
Series 65
Durango, CO
Iron River Capital LLC
Weldon Neff is a financial advisor at Iron River Capital LLC with four years of industry experience. He holds a Series 65 designation and previously worked for over two decades in the 11th Judicial District and Magistrate Courts. Iron River Capital serves individual and high-net-worth clients, trusts, and retirement plans with portfolio management, account monitoring, and financial and estate planning services. The firm provides discretionary, long-term portfolio management emphasizing mutual funds, ETFs, equities, fixed income, and other asset types, combining third-party manager selection with held-away asset management.
Robert R
Series 63, Series 65
Dripping Springs, TX
Iron River Capital LLC
Robert Requard is a financial advisor at Iron River Capital LLC with six years of industry experience. His prior roles include positions at B. Riley Wealth Advisors, National Asset Management, and Breckenridge Financial LLC, where he also serves as a licensed insurance agent. He is a board member of Trilogy Innovations, a non-investment-related business. Iron River Capital serves individual and high-net-worth clients, trusts, and retirement plans with portfolio management, account monitoring, and financial and estate planning. The firm typically provides discretionary, long-term portfolio management with an emphasis on mutual funds, ETFs, equities, fixed income, annuities, and Treasury-inflation-protected bonds, and offers personalized investment services including third-party manager oversight and a client e-newsletter.
Shaun C
Series 66
Durango, CO
Iron River Capital LLC
Shaun Connolly is a financial advisor with Iron River Capital LLC in Durango, CO, holding a Series 66 designation and 16 years of industry experience. He has previously worked at Regulus Advisors, LLC and has been involved with Connolly Financial LLC since 2009. Outside of advising, he hosts a radio show and serves as an independent licensed insurance producer. Iron River Capital serves individual and high-net-worth clients, trusts, and retirement plans with discretionary, long-term portfolio management and financial planning. The firm combines third-party manager selection and held-away asset management with regular client communications.
Louis D
Series 63, Series 65
Phoenix, AZ
Iron River Capital LLC
Louis Di Muro is a financial advisor at Iron River Capital LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and also operates a single-member CPA firm providing tax preparation services alongside a separate LLC offering life insurance and annuity sales. Louis has been with Iron River Capital since 2022. Iron River Capital serves individual and high-net-worth clients, trusts, and retirement plans with portfolio management, financial and estate planning, and account monitoring. The firm acts as a fiduciary, typically providing discretionary, long-term portfolio management with an emphasis on mutual funds, ETFs, equities, fixed income, and annuities.
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