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Rachel K
Series 63, Series 65, Series 66
Durango, CO
Western Wealth Management LLC
Rachel Kuss is a financial advisor at Western Wealth Management LLC with 21 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at firms including UBS Financial Services and Morgan Stanley DW Inc. Outside of her advisory role, she has worked part-time in data entry for a local CPA firm and serves as a notary. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutions, offering portfolio management, financial planning, and consulting services. The firm operates as a decentralized network of investment adviser representatives, utilizing a range of investment models and strategies, with accounts reviewed at least annually.
Matthew C
CFP®, Series 63, Series 66
Golden, CO
Western Wealth Management LLC
Matthew Cichocki is a CFP® with 20 years of industry experience, currently serving at Western Wealth Management LLC since 2021. He previously worked at Charles Schwab and Charles Schwab Bank from 2005 to 2021. Outside of his advisory role, he is an enrolled agent and tax preparer. Western Wealth Management LLC serves a diverse client base including individuals, charities, corporations, and plan sponsors through portfolio management, financial planning, and consulting services. The firm operates as a network of 88 advisers offering a range of investment strategies and access to multiple advisory programs.
Julia B
Series 66
Lakewood, CO
Western Wealth Management LLC
Julia Bourlakov is a financial advisor with Western Wealth Management LLC in Lakewood, CO, holding a Series 66 designation and 15 years of industry experience. She previously worked at Edward Jones from 2010 to 2017 before joining Western Wealth Management and LPL Financial in 2017. Outside of her advisory role, she is involved with Lake House Retreat, a real estate rental business in Silverthorne, CO. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, other advisers, and pension plan sponsors. The firm offers comprehensive portfolio management, financial planning, and consulting services through a decentralized network of 88 advisors, utilizing a range of investment strategies and access to multiple LPL-sponsored programs and third-party managers.
Benjamin J
Series 63, Series 66
Golden, CO
Western Wealth Management LLC
Benjamin Jennings is a financial advisor at Western Wealth Management LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. Outside of his advisory role, he is a co-owner of Revival Land Company, LLC and Holiday Exteriors, both non-investment business entities. Western Wealth Management LLC serves a diverse client base, including individuals, charitable and corporate entities, and pension plan sponsors, offering portfolio management, financial planning, and consulting services. The firm operates as a decentralized network of 88 investment adviser representatives and employs a variety of investment strategies across multiple asset classes.
Ryan C
Series 66
Greenwood Village, CO
Western Wealth Management LLC
Ryan Cirasiello is a financial advisor with Western Wealth Management LLC, holding a Series 66 designation and 12 years of industry experience. He has been with Western Wealth Management since 2016 and also has a background with LPL Financial. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates as a decentralized network of investment adviser representatives and offers a range of services such as portfolio management, financial planning, and institutional investment management, utilizing firm-designed model portfolios alongside third-party strategies.
David C
Series 66
Greenwood Village, CO
Western Wealth Management LLC
David Connelly is a financial advisor with Western Wealth Management LLC based in Greenwood Village, CO. He holds a Series 66 designation and has 23 years of industry experience. Since 2013, he has been associated with both Western Wealth Management and LPL Financial. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors. The firm offers comprehensive portfolio management, financial planning, and consulting services through a decentralized network of 88 advisors, utilizing a variety of investment strategies and third-party manager relationships.
David H
CFP®, ChFC®, Series 63
Golden, CO
Western Wealth Management LLC
David Henderson is a CFP® and ChFC® with 27 years of industry experience. He is currently with Western Wealth Management LLC and has previously worked at Jenkins Wealth, Client One Securities, Larimer Capital Corporation, and First Allied Advisory Services. He teaches educational classes through the 5280 Adult Education Network. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional clients, offering a range of portfolio management and financial planning services through a decentralized network of advisors.
Michael A
Series 63, Series 65
Golden, CO
Western Wealth Management LLC
Michael Akins is a financial advisor with Western Wealth Management LLC in Golden, CO, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Western Wealth Management since 2017 and also serves as a mortgage loan officer at Mac5 Mortgage, Inc. Additionally, he owns Akins Financial, LLC, where he provides financial planning and consulting services. Western Wealth Management serves a diverse client base including individuals, corporations, and institutional clients, offering a range of portfolio management, financial planning, and advisory services through a decentralized network of investment adviser representatives.
Matthew C
Series 66
Golden, CO
Western Wealth Management LLC
Matthew Connell is a financial advisor with Western Wealth Management LLC in Golden, CO, holding a Series 66 designation and eight years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2017. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm operates a decentralized network of investment adviser representatives and offers a range of services such as portfolio management, financial planning, retirement plan consulting, and access to multiple investment strategies and programs.
Justin W
Series 66
Fort Worth, TX
Western Wealth Management LLC
Justin Wooley is a financial advisor with Western Wealth Management LLC in Fort Worth, TX, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Wells Fargo Advisors and Wells Fargo Clearing. He also provides investment advisory services through Western Wealth Management, an independent registered investment advisor. Western Wealth Management LLC serves a diverse client base including individuals, high-net-worth clients, charitable and corporate entities, and pension plan sponsors. The firm offers comprehensive portfolio management, financial planning, and institutional investment management through a decentralized network of 88 advisors, utilizing multiple advisory programs and a range of investment strategies.
James H
CFP®, Series 66
Denver, CO
Western Wealth Management LLC
James Hasson is a CFP® professional with 22 years of industry experience, currently associated with Western Wealth Management LLC since 2016. He has also worked with LPL Financial, LLC since 2009. Hasson operates an independent insurance agency focused on fixed products as a secondary business activity. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs a decentralized network of investment adviser representatives offering a broad range of investment strategies and comprehensive financial services, supported by model portfolios and multiple custodial platforms.
Tracy T
CFP®, Series 66
Edwards, CO
Western Wealth Management LLC
Tracy Tutag is a CFP® with 24 years of industry experience, currently serving at Western Wealth Management LLC since 2016. She is also affiliated with LPL Financial, where she has worked since 2008. Tracy has a business entity, Tracy Tutag LLC, used for tax and investment purposes. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates a decentralized network of investment adviser representatives and offers a range of investment and financial planning services using firm-designed model portfolios alongside various third-party strategies.
Levi K
CFP®, Series 66
Denver, CO
Western Wealth Management LLC
Levi Knutson is a CFP® and Series 66-licensed advisor with 10 years of industry experience. He is currently with Western Wealth Management LLC and previously worked at GPS Wealth Strategies Group, LLC and LPL Financial. Knutson conducts seminars at the University of Colorado at Boulder, speaking to student athletes about financial responsibility, and also provides basketball instruction for middle and high school students. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors, offering portfolio management, financial planning, and institutional investment management. The firm operates as a decentralized network of 88 advisors, utilizing model portfolios and a variety of investment strategies across multiple asset classes.
Krista K
CFP®, Series 66
St Joe, AR
Western Wealth Management LLC
Krista Kirby is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Western Wealth Management LLC since 2015. She is also registered with LPL Financial and holds a Series 66 designation. Outside of her advisory role, she is owner and president of a home-based tax reporting and business expense entity. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates as a decentralized network of investment adviser representatives, offering comprehensive portfolio management, financial planning, and access to a broad range of investment strategies and third-party manager programs.
Jared P
Series 66
Johnstown, CO
Western Wealth Management LLC
Jared Powell is a financial advisor with Western Wealth Management LLC, holding a Series 66 credential and 23 years of industry experience. He has worked with Western Wealth Management since 2016 and LPL Financial since 2015. Outside of advisory services, he operates Jared A Powell LLC, an entity used for tax and investment purposes. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm employs a decentralized advisor structure and offers a range of investment strategies through both firm-designed and third-party model portfolios.
Christine C
Series 63, Series 65
Golden, CO
Western Wealth Management LLC
Christine Callaway is a financial advisor at Western Wealth Management LLC with six years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at Cornbelt Financial LLC, Jfthompson Wealth Management (Leyenda Capital Partners LLC), and United Capital Financial Services. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, other advisers, and pension plan sponsors, offering portfolio management, financial planning, retirement plan consulting, and institutional investment management. The firm operates as a decentralized network of 88 investment adviser representatives and employs a variety of investment strategies, including model portfolios, ETFs, mutual funds, individual securities, alternatives, derivatives, and cryptocurrency products.
Teddy E
Series 66
Fort Collins, CO
Western Wealth Management LLC
Teddy Ezzell III is a financial advisor at Western Wealth Management LLC in Fort Collins, CO, holding a Series 66 designation with 25 years of industry experience. He has been with Western Wealth Management and affiliated with LPL Financial since 2014. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients, offering comprehensive portfolio management, financial planning, and consulting services. The firm operates as a decentralized network of advisors, combining proprietary and third-party investment strategies across multiple platforms.
Amy B
CFP®, Series 63
Evansville, IN
Western Wealth Management LLC
Amy Bouchie is a CFP® with 34 years of experience in the financial industry. She is currently with Western Wealth Management LLC and has previously worked at Level Four Advisory Services and LPL Financial. Outside of advising, she serves as an expert witness in legal matters. Western Wealth Management LLC serves individuals, charitable and corporate entities, other advisers, and pension/retirement plan sponsors through comprehensive portfolio management, financial planning, and consulting. The firm operates as a decentralized network of 88 investment adviser representatives and offers a range of strategies including model portfolios, ETFs, mutual funds, equities, bonds, alternatives, derivatives, and cryptocurrency products.
Justin W
Series 66
Costa Mesa, CA
Western Wealth Management LLC
Justin Whitsell is a financial advisor at Western Wealth Management LLC with 18 years of industry experience. He holds the Series 66 designation and has been with Western Wealth Management since 2016, also maintaining a long tenure with LPL Financial beginning in 2011. Whitsell hosts the Capital Gain Podcast, an investment-related podcast based from his home. Western Wealth Management serves a diverse client base, including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates as a decentralized network, combining firm-designed model portfolios with access to various LPL-sponsored programs and third-party managers, offering a broad range of strategies and annual account reviews.
Rebecca R
Series 65, Series 66
Johnstown, CO
Western Wealth Management LLC
Rebecca Ruane is a financial advisor with Western Wealth Management LLC, holding Series 65 and Series 66 credentials and 20 years of industry experience. She has worked at Western Wealth Management since 2016 and previously at LPL Financial and Waddell & Reed. Ruane is also commissioned as a notary. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, other advisors, and institutional clients. The firm offers a range of portfolio management and financial planning services through a decentralized network of investment adviser representatives, combining firm-designed model portfolios with multiple sponsored programs and diverse investment strategies.
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