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Jeffrey H
Series 63, Series 66
Greenwood Village, CO
Western Wealth Management LLC
Jeffrey Hutcheson is a financial advisor at Western Wealth Management LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at GPS Wealth Strategies Group, LLC and LPL Financial. Hutcheson also manages a separate financial entity, Hutcheson Financial, LLC. Western Wealth Management 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 a decentralized network of advisors with access to various investment strategies and LPL-sponsored programs.
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.
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.
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.
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.
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.
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.
Garry K
Series 63, Series 65, Series 66
Greenwood Village, CO
Western Wealth Management LLC
Garry Kirkland is a financial advisor at Western Wealth Management LLC with 39 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Western Wealth Management since 2016. He also has a long tenure at LPL Financial dating back to 2009. Western Wealth Management serves a diverse client base, including high-net-worth individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm offers comprehensive portfolio management and financial planning through a decentralized network of investment adviser representatives, utilizing a variety of investment strategies and multiple custodial platforms.
Bryan B
Series 63, Series 66
Greenwood Village, CO
Western Wealth Management LLC
Bryan Boll is a financial advisor with Western Wealth Management LLC, holding Series 63 and Series 66 credentials and 21 years of industry experience. His prior roles include positions at LPL Financial, Traction Financial Partners, Brighthouse Securities, and MetLife Investors Distribution Company. Outside of advisory work, he has business interests that include ownership of a timeshare rental in Steamboat Springs, Colorado. 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, and consulting services. The firm operates as a decentralized network of 88 investment adviser representatives, utilizing a range of investment strategies across various asset classes and providing both discretionary and non-discretionary advisory services.
Kevin R
Series 63, Series 65
Greenwood Village, CO
Western Wealth Management LLC
Kevin Rogers is a financial advisor with Western Wealth Management LLC in Erie, Colorado, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with LPL Financial since 2003 and joined Western Wealth Management in 2016. Outside of his advisory work, he is involved with KGS Holdings, LLC, a car rental business. Western Wealth Management serves individuals, charitable and corporate entities, other advisers, and pension/retirement plan sponsors through comprehensive 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 model portfolios, ETFs, individual equities and bonds, alternatives, derivatives, and cryptocurrency.
Douglas T
CFP®, Series 66
Greenwood Village, CO
Western Wealth Management LLC
Douglas Turner is a CFP® with 19 years of industry experience. He is currently an advisor at Western Wealth Management LLC, where he has worked since 2016, and he has also been associated with LPL Financial since 2006. 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 services through a decentralized network of 88 advisors, utilizing a range of investment strategies and products.
Daniella F
Series 65, Series 63, Series 66
Greenwood Village, CO
Western Wealth Management LLC
Daniella Friend is a financial advisor with Western Wealth Management LLC in Greenwood Village, CO, holding Series 63, 65, and 66 licenses with 13 years of industry experience. Her prior roles include positions at Bitwise Asset Management, First Trust Portfolios L.P., and Bondwave Advisors. She currently provides investment advisory services through Western Wealth Management as an independent advisor. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional investors. The firm operates through a decentralized network of investment adviser representatives offering comprehensive portfolio management and financial planning, utilizing a mix of proprietary model portfolios and third-party strategies across multiple custodial platforms.
Pete K
Series 63, Series 66
Greenwood Village, CO
Western Wealth Management LLC
Pete Koury is a financial advisor at Western Wealth Management LLC with 16 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at LPL Financial, Traction Financial Partners, Equitable Advisors, and Axa Advisors. Western Wealth Management 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 through a decentralized network of 88 advisers. The firm utilizes a variety of investment strategies and platforms, combining scale with a flexible distribution structure.
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