Dawneen V. Oehlerich

KILTERHOWLING LLC

Whitefish, MT 59937

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CRD#: 1568906

Professional summary

Dawneen Verniece Oehlerich, CFP®, who also goes by Dawn Oehlerich, is a registered financial advisor currently at KILTERHOWLING LLC located in Whitefish, Montana.

Dawneen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Dawneen has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dawn Oehlerich

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dawneen Verniece Oehlerich's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1994

Experience

Current

October 27, 2016 - Present

KILTERHOWLING LLC

Office #1: 214 West 2nd St., Whitefish, MT 59937

RIA

CRD#: 169684

Whitefish, MT

Past

April 18, 2007 - November 14, 2016

ALBA CAPITAL MANAGEMENT

RIA

CRD#: 143438

WHITEFISH, MT

Past

April 4, 2007 - April 4, 2007

ALBA CAPITAL MANAGEMENT

RIA

CRD#: 143438

WHITEFISH, MT

Past

April 5, 2000 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

December 22, 1997 - April 17, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

WHITEFISH, MT

Past

May 21, 1987 - April 17, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

WHITEFISH, MT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KILTERHOWLING LLC

BLUE MOUNTAIN WEALTH MANAGEMENT LLC | KILTERHOWLING LLC | BLUE MOUNTAINS WEALTH MANAGEMENT LLC

CRD#: 169684 / SEC#: 801-118595

RIA

Registered Investment Advisory firm - (4/29/2020 Approved)

California

Registered Investment Advisory firm - (6/3/2020 Terminated)

Colorado

Registered Investment Advisory firm - (5/13/2020 Terminated)

Montana

Registered Investment Advisory firm - (5/4/2020 Terminated)

Texas

Registered Investment Advisory firm - (5/4/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Montana
(10/28/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/7/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/6/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/16/1987

General Securities Representative Examination

Current Firm

KILTERHOWLING LLC

BLUE MOUNTAIN WEALTH MANAGEMENT LLC | KILTERHOWLING LLC | BLUE MOUNTAINS WEALTH MANAGEMENT LLC

CRD#: 169684 / SEC#: 801-118595

RIA

Registered Investment Advisory firm - (4/29/2020 Approved)

California

Registered Investment Advisory firm - (6/3/2020 Terminated)

Colorado

Registered Investment Advisory firm - (5/13/2020 Terminated)

Montana

Registered Investment Advisory firm - (5/4/2020 Terminated)

Texas

Registered Investment Advisory firm - (5/4/2020 Terminated)

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Contact information

Main Address

2101 Pearl Street, Boulder, CO 80302

Mailing Address

Phone number

(720) 443-2076

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KILTERHOWLING ADV 2A 3.21.25 (3/21/2025)

Regulatory assets under management

Total Number of Accounts	591
AUM (Assets Under Management)	$ 257,755,145

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Dawneen V. Oehlerich

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dawneen Verniece Oehlerich's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALBA CAPITAL MANAGEMENT

ALBA CAPITAL MANAGEMENT

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

KILTERHOWLING LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/7/1993

Series 63

Date: 12/6/1986

Series 7

Date: 5/16/1987

Current Firm

KILTERHOWLING LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KILTERHOWLING LLC

TRUST BUT VERIFY

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