Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Jesse R

Series 63, Series 65

Denver, CO

Western Wealth Management LLC

Jesse Ramer is a financial advisor with Western Wealth Management LLC in Denver, CO, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Western Wealth Management, he worked at LPL Financial and Charles Schwab. Outside of advisory work, he provides administrative support to Western Wealth Management. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, other advisors, and institutional clients, offering comprehensive portfolio management, financial planning, and investment services. The firm operates as a decentralized network of investment adviser representatives and employs a range of strategies, including model portfolios and alternative investments.

College savings (529s, UTMA, etc.) Options & derivatives strategies
user avatar
firm logo

Benita C

CFP®, Series 66

Greenwood Village, CO

Western Wealth Management LLC

Benita Creacy is a CFP® with 24 years of experience in the financial services industry. She has been with Western Wealth Management LLC since 2016 and also holds roles at LPL Financial, LLC and the College for Financial Planning. Outside of her advisory work, she has maintained involvement with DC & Associates, Inc. and has been active as a notary. Western Wealth Management LLC serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm operates as a decentralized network of investment adviser representatives, offering a range of portfolio management, financial planning, and consulting services supported by multiple model portfolios and custodial platforms.

College savings (529s, UTMA, etc.) Options & derivatives strategies
user avatar
firm logo

Steven E

Series 63, Series 65

Golden, CO

Western Wealth Management LLC

Steven Ehnstrom is a financial advisor with Western Wealth Management LLC in Golden, CO, holding Series 63 and Series 65 licenses and 33 years of industry experience. His previous roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, Wells Fargo Investments, U.S. Bancorp Investments, and UBS Financial Services. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm offers comprehensive portfolio management, financial planning, and institutional investment services through a decentralized network of advisors using a variety of model portfolios and strategies.

College savings (529s, UTMA, etc.) Options & derivatives strategies
user avatar
firm logo

Kyle F

Series 66

Glen Rose, TX

Western Wealth Management LLC

Kyle Frush is a financial advisor with Western Wealth Management LLC, holding a Series 66 designation and 18 years of industry experience. He has worked at Western Wealth Management since 2017 and previously held roles at LPL Financial and Raymond James Financial Services. He is also involved in a non-variable insurance business based in Fort Worth, TX. 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 range of portfolio management, financial planning, and consulting services, utilizing diverse investment strategies and multiple custodial platforms.

College savings (529s, UTMA, etc.) Options & derivatives strategies
user avatar
firm logo

Abby M

Series 66

Golden, CO

Western Wealth Management LLC

Abby Mason is a financial advisor at Western Wealth Management LLC with four years of industry experience. She holds the Series 66 designation and has worked with firms including LPL Financial LLC and Western Wealth Advisors. Outside of her advisory role, she has served as an adjunct faculty member at the Colorado School of Mines and provides math tutoring. Western Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, retirement plans, and charitable organizations. The firm offers comprehensive portfolio management, financial planning, and retirement consulting within a decentralized network of investment adviser representatives.

College savings (529s, UTMA, etc.) Options & derivatives strategies
user avatar
firm logo

Deana L

Series 63, Series 66

Red Feather Lakes, CO

Western Wealth Management LLC

Deana Lehman is a financial advisor with Western Wealth Management LLC, holding Series 63 and Series 66 credentials and 20 years of industry experience. She previously worked at LPL Financial, LLC, Northwestern Mutual Investment Management, and Brian R Cunningham. Western Wealth Management LLC serves a broad client base including individuals, charitable and corporate entities, and pension plan sponsors through comprehensive portfolio management, financial planning, and institutional investment management. The firm operates as a decentralized network of advisors, offering a range of investment strategies and access to multiple advisory programs.

College savings (529s, UTMA, etc.) Options & derivatives strategies
user avatar
firm logo

Charles R

Series 66

Golden, CO

Western Wealth Management LLC

Charles Rhoades II is a financial advisor with Western Wealth Management LLC in Golden, CO, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at LPL Financial, Pinnacle Wealth Management, U.S. Bancorp Investments, and Edward Jones. He also operates Rhoades Investment Corp, a business entity used for tax and investment purposes. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, other advisors, and institutional clients. The firm offers comprehensive portfolio and retirement plan management using a decentralized model that combines firm-designed portfolios and access to multiple third-party strategies across various asset classes and programs.

College savings (529s, UTMA, etc.) Options & derivatives strategies
user avatar
firm logo

Samuel B

CFP®, Series 66

Beaver Falls, PA

Western Wealth Management LLC

Samuel Berdine is a CFP® professional affiliated with Western Wealth Management LLC with two years of industry experience. He has worked at Western Wealth Management and LPL Financial since 2022 and has prior experience in various roles including at Robert Morris University and United Parcel Service. Berdine provides administrative support to Western Wealth Management and Jumet Financial, LLC. Western Wealth Management LLC serves individuals, charitable and corporate entities, advisers, and retirement plan sponsors through portfolio management, financial planning, consulting, and institutional investment management. The firm operates a decentralized network of 88 advisers and employs a range of investment strategies including ETFs, mutual funds, equities, bonds, alternatives, derivatives, and cryptocurrency products.

College savings (529s, UTMA, etc.) Options & derivatives strategies
user avatar
firm logo

Van F

Series 66

Fort Worth, TX

Western Wealth Management LLC

Van Freeman is a financial advisor with Western Wealth Management LLC in Fort Worth, TX, holding a Series 66 credential and 23 years of industry experience. He has worked with Western Wealth Management since 2019 and previously with FWPAM, LLC and LPL Financial. 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 a range of services such as portfolio management, financial planning, and institutional investment management through a decentralized network of 88 advisers, employing strategies that include ETFs, mutual funds, equities, bonds, alternatives, derivatives, and cryptocurrency products.

College savings (529s, UTMA, etc.) Options & derivatives strategies
user avatar
firm logo

Mark J

CFP®, Series 63, Series 66

Kailua-Kona, HI

Western Wealth Management LLC

Mark Johnson is a CFP® with 23 years of industry experience, currently serving as an advisor at Western Wealth Management LLC since 2016. He previously worked at LPL Financial, LLC and Business Consultants, Inc. Johnson provides investment advisory services through Western Wealth Management, LLC, an independent firm based in Golden, Colorado. 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 a range of investment strategies through multiple custodial platforms and sponsored programs.

College savings (529s, UTMA, etc.) Options & derivatives strategies
user avatar
firm logo

Brent H

Series 66

Greenwood Village, CO

Western Wealth Management LLC

Brent Hablutzel is a financial advisor at Western Wealth Management LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, and Rockefeller Financial. Outside of his advisory role, he owns a sole proprietorship related to residential investment property. 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 advisers and employs a range of investment strategies including ETFs, mutual funds, equities, alternatives, and derivatives.

College savings (529s, UTMA, etc.) Options & derivatives strategies
user avatar
firm logo

Kenneth D

CFP®, Series 66

Durango, CO

Western Wealth Management LLC

Kenneth Duncan is a CFP® professional with 17 years of industry experience. He has been with Western Wealth Management LLC since 2016 and also has a tenure at LPL Financial dating back to 2014. 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, combining firm-designed models with access to multiple third-party programs and a broad range of strategies.

College savings (529s, UTMA, etc.) Options & derivatives strategies
user avatar
firm logo

Stuart G

CFP®, Series 63, Series 65

Edwards, CO

Western Wealth Management LLC

Stuart Green is a CFP® and registered advisor with Western Wealth Management LLC, where he has worked for 10 years. He has 16 years of industry experience, including a background at LPL Financial. Western Wealth Management is a decentralized firm serving individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm combines model portfolios, third-party managers, and a wide range of investment strategies with annual account reviews to support its comprehensive portfolio and financial planning services.

College savings (529s, UTMA, etc.) Options & derivatives strategies
user avatar
firm logo

Ross B

Series 66

Golden, CO

Western Wealth Management LLC

Ross Billows is a financial advisor with Western Wealth Management LLC, holding a Series 66 designation and 22 years of industry experience. He previously worked at Stifel, Nicolaus & Company, Inc. for 16 years and has been affiliated with LPL Financial since 2016. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs a decentralized structure of investment adviser representatives and offers comprehensive portfolio management, financial planning, and access to multiple investment strategies and sponsored programs.

College savings (529s, UTMA, etc.) Options & derivatives strategies
user avatar
firm logo

Wade O

CFP®, Series 66

Greenwood Village, CO

Western Wealth Management LLC

Wade Olson is a CFP® professional at Western Wealth Management LLC with 17 years of industry experience. He has been with Western Wealth Management and LPL Financial since 2016. Olson provides investment advisory services under multiple business names affiliated with Western Wealth Management. Western Wealth Management serves individual, corporate, retirement plan, charitable, advisor, and institutional clients through a decentralized network of investment adviser representatives. The firm offers diversified portfolio management, financial planning, and institutional services, combining proprietary model portfolios with access to multiple third-party programs and strategies.

College savings (529s, UTMA, etc.) Options & derivatives strategies
user avatar
firm logo

Steven H

Series 63, Series 65

Greenwood Village, CO

Western Wealth Management LLC

Steven Hinkle is a financial advisor at Western Wealth Management LLC with 48 years of industry experience. He has held positions at Western Wealth Management since 2019 and previously worked at Neidiger, Tucker, Bruner Inc. from 2015 to 2019. He holds Series 63 and Series 65 licenses. Western Wealth Management serves a diverse client base, including individuals, charitable and corporate entities, other advisers, and pension plan sponsors, offering portfolio management, financial planning, and institutional investment services. The firm operates as a decentralized network of 88 advisors and employs a variety of investment strategies across multiple asset classes.

College savings (529s, UTMA, etc.) Options & derivatives strategies
user avatar
firm logo

Anthony M

CFP®, Series 66

Greenwood Village, CO

Western Wealth Management LLC

Anthony Mirenda is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Western Wealth Management LLC since 2016. His prior experience includes roles at Morgan Stanley and Merrill. 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 broad range of portfolio management and consulting services, utilizing firm-designed model portfolios alongside multiple sponsored and third-party investment programs.

College savings (529s, UTMA, etc.) Options & derivatives strategies
user avatar
firm logo

William D

Series 66

Durango, CO

Western Wealth Management LLC

William Douglas is a financial advisor with Western Wealth Management LLC in Durango, CO, holding a Series 66 designation and 17 years of industry experience. He has worked at LPL Financial since 2014 and is involved in bookkeeping for his spouse’s graphic design business. Outside of finance, he performs professionally as a musician at local events and festivals. 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 through a decentralized network of 88 advisors. The firm employs a range of investment strategies and provides access to multiple advisory programs and third-party managers.

College savings (529s, UTMA, etc.) Options & derivatives strategies
user avatar
firm logo

Nipapan R

Series 66

Boulder, CO

Western Wealth Management LLC

Nipapan Rosenblum is a financial advisor with Western Wealth Management LLC in Boulder, CO, holding the Series 66 designation and possessing 14 years of industry experience. She has been with Western Wealth Management since 2016 and has been affiliated with LPL Financial since 2014. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs a decentralized structure allowing advisors to operate under separate business names, offering a range of portfolio management and consulting services supported by proprietary and third-party investment models.

College savings (529s, UTMA, etc.) Options & derivatives strategies
user avatar
firm logo

Seth G

Series 63, Series 66

Broomfield, CO

Western Wealth Management LLC

Seth Gunderson is a financial advisor at Western Wealth Management LLC with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Western Wealth Management since 2016, also affiliated with LPL Financial since 2014. 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, combining firm-designed model portfolios with access to multiple sponsored programs and third-party managers across a broad range of strategies.

College savings (529s, UTMA, etc.) Options & derivatives strategies
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)