Anthony Kenneth Mceahern
CFP®Professional Summary
Anthony Kenneth Mceahern, CFP®, who also goes by Anthony Kenneth Mceahern Mr., is a registered financial advisor currently at GILPIN WEALTH MANAGEMENT LLC located in Golden, Colorado. Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Anthony has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Anthony Kenneth Mceahern Mr.
Similar Advisors
NYLIFE DISTRIBUTORS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
SCHWAB WEALTH ADVISORY, INC.
MODERA WEALTH MANAGEMENT, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
NYLIFE DISTRIBUTORS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
SCHWAB WEALTH ADVISORY, INC.
MODERA WEALTH MANAGEMENT, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
NYLIFE DISTRIBUTORS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
SCHWAB WEALTH ADVISORY, INC.
MODERA WEALTH MANAGEMENT, LLC
Disclosures on record.
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.
Similar Advisors
NYLIFE DISTRIBUTORS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
SCHWAB WEALTH ADVISORY, INC.
MODERA WEALTH MANAGEMENT, LLC
Credentials
Years of Experience
22 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
NYLIFE DISTRIBUTORS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
SCHWAB WEALTH ADVISORY, INC.
MODERA WEALTH MANAGEMENT, LLC
Current Firm
GILPIN WEALTH MANAGEMENT LLC
Contact Information
Main Address
16398 West 51st Lane, Golden, CO 80403Phone Number
(720) 893-2800# of Employees
4SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
538AUM (Assets Under Management)
$227,216,997Similar Advisors
NYLIFE DISTRIBUTORS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
SCHWAB WEALTH ADVISORY, INC.
MODERA WEALTH MANAGEMENT, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
NYLIFE DISTRIBUTORS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
SCHWAB WEALTH ADVISORY, INC.
MODERA WEALTH MANAGEMENT, LLC
Primary Firm SEC Registration
GILPIN WEALTH MANAGEMENT LLC
State Registrations and Notice Filings
(1/4/2021)
(9/28/2021)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
NYLIFE DISTRIBUTORS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
SCHWAB WEALTH ADVISORY, INC.
MODERA WEALTH MANAGEMENT, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Anthony Kenneth Mceahern's CRS (Customer Relationship Summary).
Similar Advisors
NYLIFE DISTRIBUTORS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
SCHWAB WEALTH ADVISORY, INC.
MODERA WEALTH MANAGEMENT, LLC