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Paul W. Dannenhauer

MAINLINE WEST FUND MANAGER LLC
Denver, CO 80211
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CRD#: 2126188
PD

Professional summary


Paul Wilhelm Dannenhauer, who also goes by Paul Wilhelm Dannenhaver, is a registered financial advisor currently at MAINLINE WEST FUND MANAGER LLC located in Denver, Colorado and MAINLINE WEST MUNICIPAL SECURITIES LLC located in Denver, Colorado.

Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Paul has worked at 6 firms and has passed the Series 65, Series 63, Series 52TO, Series 99TO, SIE, Series 7 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Paul Wilhelm Dannenhaver

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.
Mainline West, LLC. Senior VP. 32 hours/week. Investing. 700 Seventeenth Street, Suite 1500 Denver, CO 80202. Mainline West Fund Manager, LLC is a wholly owned subsidiary of Mainline West, LLC so the work I do for Mainline West includes work I do for Mainline West Fund Manager, LLC. Mainline West Fund Manager, LLC manages tax advantaged proprietary funds under the name Mainline West Tax-Advantaged Opportunity Funds and Mainline West Private Client Trusts, all of which are disclosed on Form ADV for Mainline West Fund Manager, LLC. This RR is an employee of the b/d, but salary expenses are shared between Mainline West, LLC and Main Line West Municipal Securities, LLC pursuant to an established expense sharing agreement between the entities.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Paul Wilhelm Dannenhauer'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®
None

Experience


Current

September 13, 2019 - Present

MAINLINE WEST FUND MANAGER LLC

Office #1: 2237 W. 30th Avenue, Denver, CO 80211
RIA
CRD#: 147532
Denver, CO
Current

July 17, 2009 - Present

MAINLINE WEST MUNICIPAL SECURITIES LLC

Office #1: 2237 W. 30th Avenue, Denver, CO 80211
BD
CRD#: 148020
Denver, CO
Past

July 23, 2004 - January 2, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
CHICAGO, IL
Past

March 26, 2004 - January 2, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
CHICAGO, IL
Past

November 10, 1998 - August 11, 2003

INVESCO CAPITAL MARKETS, INC.

BD
CRD#: 6939
HOUSTON, TX
Past

March 20, 1996 - November 5, 1998

HARRIS ASSOCIATES SECURITIES L.P.

BD
CRD#: 6959
CHICAGO, IL
Past

April 28, 1993 - February 16, 1996

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY
Past

May 28, 1992 - October 19, 1992

INVESCO CAPITAL MARKETS, INC.

BD
CRD#: 6939
HOUSTON, TX

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".
MW
MAINLINE WEST FUND MANAGER LLC
MAINLINE WEST FUND MANAGER LLC

CRD#: 147532 / SEC#: 801-69444

RIA
Registered Investment Advisory firm - (8/20/2008 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(7/12/2011)
IAR
California
(9/24/2019)
RR
Colorado
(7/17/2009)
IAR
Colorado
(9/13/2019)
RR
Delaware
(2/9/2016)
IAR
Delaware
(9/24/2019)
RR
Florida
(8/27/2019)
IAR
Florida
(1/15/2020)
RR
Georgia
(7/25/2019)
RR
Illinois
(9/13/2019)
IAR
Illinois
(9/24/2019)
RR
Massachusetts
(5/24/2019)
IAR
Massachusetts
(1/30/2020)
RR
Michigan
(4/9/2019)
IAR
Michigan
(9/24/2019)
RR
New Jersey
(4/29/2019)
IAR
New Jersey
(9/26/2019)
RR
New York
(4/8/2019)
IAR
Pennsylvania
(9/24/2019)
IAR
Texas
(4/21/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/13/2019
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


MW
MAINLINE WEST FUND MANAGER LLC
MAINLINE WEST FUND MANAGER LLC

CRD#: 147532 / SEC#: 801-69444

RIA
Registered Investment Advisory firm - (8/20/2008 Approved)
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Contact information


Main Address
2237 W. 30th Avenue, Denver, CO 80211
Mailing Address
Phone number
(720) 536-3380
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (13 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART II - FIRM BROCHURE -MAINLINE WEST FUND MANAGER (3/31/2025)

Regulatory assets under management


Total Number of Accounts120
AUM (Assets Under Management)$ 1,681,945,178

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.

Company Information


MAINLINE WEST FUND MANAGER LLC

CRD#: 147532Denver, CO 80211

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