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Anna G
Series 66
Denver, CO
Western Wealth Management LLC
Anna Graff is a Series 66-licensed financial advisor at Western Wealth Management LLC with four years of industry experience. She previously worked at GPS Wealth Strategies Group and LPL Financial, among other firms. Her background includes eight years at Starbucks prior to entering the financial services industry. Western Wealth Management serves a broad client base including high-net-worth individuals, corporations, retirement plans, charitable organizations, and institutions. The firm employs a decentralized network of advisors and utilizes a range of investment strategies, including firm-designed model portfolios and access to multiple sponsored programs.
Derick V
Series 63, Series 66
Golden, CO
Western Wealth Management LLC
Derick Volle is a financial advisor with Western Wealth Management LLC in Golden, CO, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, and U.S. Bancorp Investments. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, and institutional clients with a range of portfolio management and consulting services. The firm operates as a decentralized network of investment adviser representatives offering access to diverse strategies and investment programs.
Forbes R
Series 63, Series 65
Beaverton, OR
Western Wealth Management LLC
Forbes Robinson is a financial advisor with Western Wealth Management LLC, holding Series 63 and Series 65 licenses and 22 years of industry experience. His career includes roles at LPL Financial and Waddell & Reed, Inc. Outside of financial services, he is involved in music as a musician and operates an online retail crafts business. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm offers comprehensive portfolio management and consulting services through a decentralized network of advisors, combining model portfolios and access to multiple investment strategies and platforms.
Daniel E
Series 63, Series 66
Golden, CO
Western Wealth Management LLC
Daniel Ellis is a financial advisor at Western Wealth Management LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Western Wealth Management and LPL Financial since 2016. In addition to his advisory role, he is co-owner of an entrepreneurial venture named Core Progression. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates through a decentralized network of investment adviser representatives and offers a range of portfolio management, financial planning, and consulting services, utilizing both firm-designed models and third-party strategies.
John M
CFP®, Series 63, Series 66
Centennial, CO
Western Wealth Management LLC
John Mumford is a CFP® professional with 38 years of industry experience. He has worked at LPL Financial since 2002 and has been with Western Wealth Management LLC since 2016. Outside of his advisory work, he has engaged in music-related activities, spending a small portion of his time as a musician. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, other advisors, and institutional clients. The firm offers a range of services including portfolio management, financial planning, and institutional investment management, operating as a decentralized network of advisers with access to diverse investment strategies and multiple custodial platforms.
Benjamen R
Series 66
Neskowin, OR
Western Wealth Management LLC
Benjamen Rothwell is a financial advisor with Western Wealth Management LLC, holding a Series 66 designation and 20 years of industry experience. He has worked at Meridian Wealth Management, LPL Financial, and Independent Financial Group LLC. Rothwell also provides administrative support to Western Wealth Management. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, other advisors, and institutional clients. The firm operates as a decentralized network of investment adviser representatives and offers a broad range of portfolio management, financial planning, and advisory services utilizing firm-designed models and multiple custodial platforms.
Johndavid W
Series 66
Golden, CO
Western Wealth Management LLC
Johndavid Woolley is a financial advisor with Western Wealth Management LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Foundations Investment Advisors, Lincoln Financial Advisors, and Charles Schwab Investment Management. Outside of advisory work, he is also engaged as an insurance agent involved in the sales of various insurance products. 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 utilizes a range of investment strategies combined with firm-designed model portfolios and multiple sponsored programs.
M. D
Series 66
Greenwood Village, CO
Western Wealth Management LLC
M. Dana is a financial advisor at Western Wealth Management LLC with 25 years of industry experience and holds a Series 66 designation. Dana serves as President of the Denver Metro Chapter of the Society for Financial Awareness, where they participate as a speaker and seminar leader. Their prior roles include positions at LPL Financial and Pinnacle Advanced Planners, Inc. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, other advisors, and institutional clients through a decentralized network of investment adviser representatives. The firm offers comprehensive portfolio management and financial planning services, combining firm-designed model portfolios with access to multiple third-party managers and strategies.
Michael M
Series 63, Series 66
Golden, CO
Western Wealth Management LLC
Michael Massey is a financial advisor with Western Wealth Management LLC in Golden, CO, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at Edward Jones from 2004 to 2020 before joining Western Wealth Management and LPL Financial in 2020. Massey provides investment advisory services through Western Wealth Management, an independent registered investment advisor. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, 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 advisers, employing a range of investment strategies and maintaining oversight through a home office and investment committee.
Andrew M
Series 66
Golden, CO
Western Wealth Management LLC
Andrew Miller is a financial advisor with Western Wealth Management LLC in Golden, CO, holding a Series 66 designation and 24 years of industry experience. He has been with Western Wealth Management since 2016 and also maintains an affiliation with LPL Financial. Outside of his advisory role, Miller works part-time as a pilot for United Airlines. 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 portfolio management and consulting services, utilizing firm-designed models as well as third-party strategies.
Kip H
Series 66
Golden, CO
Western Wealth Management LLC
Kip Hertzenberg is a financial advisor with Western Wealth Management LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He is based in Golden, Colorado. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors, offering comprehensive portfolio management, financial planning, and institutional investment management. The firm operates as a decentralized network of 88 advisors, utilizing a range of investment strategies and multiple advisory programs.
Jeffrey H
Series 65
Greenwood Village, CO
Western Wealth Management LLC
Jeffrey Hinkle is a Series 65-licensed financial advisor with seven years of industry experience. He has worked at Western Wealth Management LLC since 2019 and previously at NTB Financial Corporation from 2015 to 2019. Western Wealth Management LLC serves individuals, charitable and corporate entities, other advisers, and pension/retirement plan sponsors with portfolio management, financial planning, retirement plan consulting, and institutional investment management. The firm operates through a decentralized network of 88 investment adviser representatives and utilizes a range of investment strategies including ETFs, mutual funds, equities, bonds, alternatives, derivatives, and cryptocurrency products.
Jason H
Series 66
Washington, UT
Western Wealth Management LLC
Jason Hansen is a financial advisor with Western Wealth Management LLC and holds a Series 66 designation. He has 24 years of industry experience, including prior roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Hansen serves as a commissioner on the Washington City Planning Commission. 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 institutional investment management through a decentralized network of 88 advisors, utilizing a range of investment strategies and third-party manager relationships.
Colin G
CFA®, Series 65
Dallas, TX
Western Wealth Management LLC
Colin Green is a CFA® charterholder and holds a Series 65 license with one year of industry experience. He is currently with Western Wealth Management LLC in Dallas, TX, having previously worked at Blueheel LLC, Belmont Group, Inc., Aprisent Financial Group, and Cloverdale Capital Management. His background also includes roles at the Veterans Affairs - National Institute of Health and Southern Methodist University. Western Wealth Management serves a diverse client base, including high-net-worth individuals, corporations, retirement plans, and institutional clients. The firm operates a decentralized network of investment adviser representatives, providing a range of portfolio management and financial planning services through multiple model portfolios and investment strategies.
Guillermo A
ChFC®, Series 66
San Diego, CA
Western Wealth Management LLC
Guillermo Adame is a financial advisor at Western Wealth Management LLC with 21 years of industry experience. He holds the ChFC® designation and Series 66 license. Adame has worked with Western Wealth Management since 2016 and has been associated with LPL Financial since 2008. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, other advisers, and pension/retirement plan sponsors. The firm offers comprehensive portfolio management, financial planning, retirement plan consulting, and institutional investment management through a decentralized network of 88 investment adviser representatives.
Jan J
Series 63, Series 65
Beaver Falls, PA
Western Wealth Management LLC
Jan Jumet is a financial advisor with Western Wealth Management LLC in Beaver Falls, PA, holding Series 63 and Series 65 licenses and with 21 years of industry experience. He has been with Western Wealth Management since 2016 and also maintains a long-standing affiliation with LPL Financial since 2010. Jumet serves as a trustee of a charitable trust and is a board member on the Waste Water Management Trust Committee for the City of Beaver Falls. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm utilizes a decentralized network of investment adviser representatives and combines firm-designed model portfolios with access to multiple third-party managers and strategies, offering comprehensive portfolio management and financial consulting services.
Aaron B
Series 63, Series 66
Golden, CO
Western Wealth Management LLC
Aaron Bagully is a financial advisor with Western Wealth Management LLC in Golden, CO, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked at Edward Jones for 11 years and at LPL Financial for 3 years. Bagully provides investment advisory services through Western Wealth Management as an independent advisor. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, other advisors, and institutional clients. The firm operates a decentralized network of investment adviser representatives and offers a broad range of services including portfolio management, financial planning, and access to multiple model portfolios and strategies.
Jeff M
Series 65
St George, UT
Western Wealth Management LLC
Jeff McKenna is a financial advisor at Western Wealth Management LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Western Wealth Management since 2019 and previously spent six years at LPL Financial. In addition to his advisory role, he is an attorney at Barney, McKenna & Olmstead PC, a law firm he has been associated with since 1999. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm offers a range of services including portfolio management, financial planning, and institutional investment management, operating as a decentralized network of investment adviser representatives who utilize a variety of model portfolios and strategies.
Ronald V
Series 66
Elizabeth, CO
Western Wealth Management LLC
Ronald Vermillion is a financial advisor with Western Wealth Management LLC, holding a Series 66 designation and 35 years of industry experience. He has worked at LPL Financial, LLC since 2013 and joined Western Wealth Management LLC in 2020. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, and pension/retirement plan sponsors. The firm offers comprehensive portfolio management and consulting services through a decentralized network of investment adviser representatives, employing a range of investment strategies and third-party manager relationships.
Patrick K
Series 66
Johnstown, CO
Western Wealth Management LLC
Patrick Kent is a financial advisor with Western Wealth Management LLC, holding a Series 66 designation and 15 years of industry experience. He has been with Western Wealth Management since 2016 and also maintains affiliations with LPL Financial and his own firm, Patrick A Kent LLC. 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 and offers a wide range of portfolio management and advisory services, utilizing firm-designed model portfolios and multiple third-party strategies.
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