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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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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