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GV

George F. Von Eiff

EDGEROCK WEALTH MANAGEMENT
Denver, CO 80237
Some features on this profile are disabled
CRD#: 2772432
GV

Professional summary

George Frederic Von Eiff JR, CFP®, who also goes by Chip Voneiff, George Frederic Voneiff Jr, is a registered financial advisor currently at EDGEROCK WEALTH MANAGEMENT located in Denver, Colorado.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. George has worked at 4 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Chip Voneiff | George Frederic Voneiff Jr

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.
1) 7/2022- First Interstate Investment Services- DBA for LPL Business (entity for LPL business)- inv. related- at reported business location(s) 2) 7/2022 - BJP Holdings, LLC- Business Entity For Tax/Investment Purposes Only- non-inv. related- Denver, CO- start date 4/1/2020- 1hrs/mth

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Frederic Von Eiff JR'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: 2016

Experience

Current

October 20, 2023 - Present

EDGEROCK WEALTH MANAGEMENT

Office #1: 7001 East Belleview Ave Suite 800, Denver, CO 80237
RIA
CRD#: 312325
Denver, CO
Past

July 19, 2022 - October 10, 2023

LPL FINANCIAL LLC

RIA
CRD#: 6413
DENVER, CO
Past

July 19, 2022 - October 10, 2023

LPL FINANCIAL LLC

BD
CRD#: 6413
DENVER, CO
Past

May 5, 2008 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA
CRD#: 20472
DENVER, CO
Past

July 7, 1997 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
DENVER, CO
Past

September 6, 1996 - February 14, 1997

FINANCIAL SQUARE PARTNERS

BD
CRD#: 1541
NEW YORK, NY

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".
EW
EDGEROCK WEALTH MANAGEMENT
EDGEROCK CAPITAL LLC | GREEN TREE WEALTH, INC. | EDGEROCK WEALTH MANAGEMENT

CRD#: 312325 / SEC#: 801-121314

RIA
Registered Investment Advisory firm - (5/27/2021 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.

Highlighted states indicate IAR registrations

IAR
California
(10/20/2023)
IAR
Colorado
(10/20/2023)
IAR
Missouri
(10/20/2023)
IAR
Nebraska
(10/20/2023)
IAR
Oregon
(10/20/2023)
IAR
Texas
(10/20/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 6/1/2017
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 5/2/2008
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/12/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/5/1996
General Securities Representative Examination

Current Firm

EW
EDGEROCK WEALTH MANAGEMENT
EDGEROCK CAPITAL LLC | GREEN TREE WEALTH, INC. | EDGEROCK WEALTH MANAGEMENT

CRD#: 312325 / SEC#: 801-121314

RIA
Registered Investment Advisory firm - (5/27/2021 Approved)
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Contact information

Main Address
7001 East Belleview Ave Suite 800, Denver, CO 80237
Mailing Address
Phone number
(303) 780-7350
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (11 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

FIRM BROCHURE (8/6/2025)

Regulatory assets under management

Total Number of Accounts1,457
AUM (Assets Under Management)$ 470,476,415

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

EDGEROCK WEALTH MANAGEMENT

CRD#: 312325Denver, CO 80237

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