Brent D. Hablutzel
WESTERN WEALTH MANAGEMENT LLC | Managing Director, Wealth Management Advisor, Portfolio Manager
Greenwood Village, CO 80111
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CRD#: 4749339
Professional summary
Brent Devon Hablutzel, CPWA®, who also goes by Brent Hablutzel, is a registered financial advisor currently at WESTERN WEALTH MANAGEMENT LLC located in Greenwood Village, Colorado.
Brent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Brent has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Brent joined Merrill Lynch in January of 2004 after earning his MBA from the University of Oxford in Oxford, England. At Oxford, he focused on modern portfolio theory and financial management. Before attending Oxford, Brent held a number of technical sales and management positions for two Fortune 500 companies, General Electric and Eastman Chemical Company. Brent also has a Bachelor’s of Science in Chemical Engineering from the Colorado School of Mines, where he graduated #1 in his class in 1996. At CSM, Brent was also a Boettcher Scholar, a member of the NCAA Division II Wrestling Team and in the Beta Theta Pi Fraternity.
Brent was raised in Berthoud, Colorado. Brent and his wife, Laura, live in Castle Rock with their two kids, Halle and Sawyer. Brent enjoys the blessing of being a husband and father, staying involved in his family’s church, and volunteers as a wrestling coach for the Douglas County Youth Wrestling Program.
Brent Hablutzel offers his clients a combination of market experience and a premier education in modern portfolio theory. These attributes provide a valuable insight into understanding individual investor behavior and their reaction to risk, return, and market fluctuations. Brent Hablutzel works primarily with high net worth clients, business owners and executives. Brent assists them to be financially organized so that his clients have the freedom to continue to focus on the things that matter most to them, including assisting aging parents, guiding their children to achieve their own goals, and supporting charitable causes. By understanding his client’s values, Brent uses a holistic approach to align the investment portfolio to help clients work through the sophisticated challenges that they encounter in life, including turning their hard earned savings into a comfortable stream of income in retirement and making sure their assets are then passed on to those they care the most about.
Please feel free to contact him if he can be of any service to you or for a complete list of references.
Question & Answer
What are your service offerings?
Trading individual securities
Financial planning
Loans/credit services
Philanthropic services
Trust & estate planning
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Brent Hablutzel
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.
I*78331
FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION
NAME OF OUTSIDE BUSINESS ORGANIZATION: N/A
INVESTMENT RELATED: N
ADDRESS OF BUSINESS:
9260 MORNINGTON WAY,
LONE TREE, COLORADO 80124
NATURE OF BUSINESS: SOLE PROPRIETORSHIP,
POSITION, TITLE, ASSOCIATION: OWNER,
START DATE OF RELATIONSHIP: 1/10/2015
NUMBER OF HOURS DEVOTED: 2 HOUR(S) ANNUALLY
NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0
DUTIES: RESIDENTIAL INVESTMENT PROPERTY I*35033
FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION
NAME OF OUTSIDE BUSINESS ORGANIZATION: N/A
INVESTMENT RELATED: N
ADDRESS OF BUSINESS:
CENTENNIAL, COLORADO
NATURE OF BUSINESS: SOLE PROPRIETORSHIP,
POSITION, TITLE, ASSOCIATION: OWNER,
START DATE OF RELATIONSHIP: 10/1/2008
NUMBER OF HOURS DEVOTED: 5 HOUR(S) ANNUALLY
NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0
DUTIES: INVESTMENT PROPERTY
CRS (Client Relationship Summary) - RIA
Click below to view Brent Devon Hablutzel's 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®
CPWA®
Start date: 2018-10-22
Expire date: 2024-09-30
Experience
Current
August 17, 2022 - Present
WESTERN WEALTH MANAGEMENT LLC
Office #1: 5251 Dtc Parkway Suite 1045, Greenwood Village, CO 80111RIA
CRD#: 283545
Greenwood Village, CO
Past
February 18, 2022 - August 3, 2022
ROCKEFELLER FINANCIAL LLC
RIA
CRD#: 291361
Greenwood Village, CO
Past
February 18, 2022 - August 3, 2022
ROCKEFELLER FINANCIAL LLC
BD
CRD#: 291361
Greenwood Village, CO
Past
April 2, 2004 - February 22, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
GREENWOOD VILLAGE, CO
Past
March 17, 2004 - February 22, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
GREENWOOD VILLAGE, CO
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".
WW
WESTERN WEALTH MANAGEMENT LLC
ADVANCED DIVORCE SOLUTIONS, LLC | WOODLAKE WEALTH MANAGEMENT | WHITSELL FINANCIAL PARTNERS | WHITE HAWK WEALTH MANAGEMENT | WESTERN WEALTH MANAGEMENT LLC | WESTERN WEALTH ADVISORS, TEXAS | WESTERN WEALTH ADVISORS | VALOR PRIVATE CAPITAL | TRUE NORTH PARTNERS | SUMMIT FINANCIAL GROUP | SENTINEL WEALTH MANAGEMENT | ROCKY MOUNTAIN WEALTH MANAGEMENT | RETIRE BY DESIGN GROUP | QUO VADIS FINANCIAL PARTNERS | PEAKS INTEGRITY WEALTH MANAGEMENT LLC | PEAK WEALTH ADVISORS | PEAK ONE FINANCIAL | PALADIN WEALTH MANAGEMENT, LLC | OAKCREST INVESTMENT SERVICES | NEW WEST ADVISORS | NEW HORIZONS FINANCIAL CONSULTANTS | MULBERRY WEALTH MANAGEMENT | MONARCH ADVISORY GROUP | MAKKAI CAPITAL MANAGEMENT | MAJESTIC WEALTH MANAGEMENT, LLC | MAIN GATE ASSET MANAGEMENT LLC | LONGVIEW WEALTH STRATEGIES | LIVING YOUR WEALTH | KEYSTONE FINANCIAL SERVICES | KENNEBEC WEALTH MANAGEMENT | JUMET FINANCIAL LLC | JACKSON FINANCIAL MANAGEMENT | INVESTMENT CENTER LOCATED AT CREDIT UNION OF COLORADO | INVESTMENT & RETIREMENT CENTER LOCATED AT CREDIT UNION OF DENVER | INVESTMENT & RETIREMENT CENTER LOCATED AT AIR ACADEMY FEDERAL CREDIT UNION | INTEGRATED WEALTH STRATEGIES | INTEGRATED FINANCIAL WELLNESS | HOLLAND FINANCIAL INC. | HASSON FINANCIAL | GRENADIER FINANCIAL | GAIA WEALTH MANAGEMENT | FRONT RANGE WEALTH MANAGEMENT | FORWARD FINANCIAL STRATEGIES | FORTUNATE FAMILY OFFICES | FORTUNATE FAMILY OFFICE | FLEMING FINANCIAL MANAGEMENT | FINANCIAL PLANNING CONCEPTS | FAIRLEY WEALTH MANAGEMENT | EZZELL FINANCIAL GROUP | EXPLORENT WEALTH MANAGEMENT | DURANGO FINANCIAL PLANNING | DURABLE WEALTH MANAGEMENT | DIVIDEND WEALTH ADVISORS | DESTINATION INVESTMENT STRATEGIES | DELOIA WEALTH MANAGEMENT | DC & ASSOCIATES, INC. ADVANCED FINANCIAL SOLUTIONS | DC & ASSOCIATES, INC. | D. FRANK & ASSOCIATES | CORNERSTONE WEALTH MANAGEMENT | COMPASS BENEFIT PARTNERS | CLEARFOCUS WEALTH ADVISORS | CENTRAL PARK PRIVATE WEALTH MANAGEMENT | CASTLE ROCK PRIVATE WEALTH LLC | CASTLE PINES WEALTH MANAGEMENT GROUP | BUSINESS AND PERSONAL FINANCE, LTD. | BUSINESS & PERSONAL FINANCE LTD | BLANCHARD WEALTH MANAGEMENT | BILLOWS FINANCIAL | BEDFORD WEALTH ADVISORS | ARROW WEALTH MANAGEMENT | APRISENT FINANCIAL GROUP | ALPHA INVESTMENT STRATEGIES | ALLOCATED FINANCIAL PLANNING | AFFINITY WEALTH MANAGEMENT GROUP
CRD#: 283545 / SEC#: 801-107762
RIA
Registered Investment Advisory firm - (5/31/2016 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
Colorado(8/26/2022)
IAR
Texas(8/17/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
WW
WESTERN WEALTH MANAGEMENT LLC
ADVANCED DIVORCE SOLUTIONS, LLC | WOODLAKE WEALTH MANAGEMENT | WHITSELL FINANCIAL PARTNERS | WHITE HAWK WEALTH MANAGEMENT | WESTERN WEALTH MANAGEMENT LLC | WESTERN WEALTH ADVISORS, TEXAS | WESTERN WEALTH ADVISORS | VALOR PRIVATE CAPITAL | TRUE NORTH PARTNERS | SUMMIT FINANCIAL GROUP | SENTINEL WEALTH MANAGEMENT | ROCKY MOUNTAIN WEALTH MANAGEMENT | RETIRE BY DESIGN GROUP | QUO VADIS FINANCIAL PARTNERS | PEAKS INTEGRITY WEALTH MANAGEMENT LLC | PEAK WEALTH ADVISORS | PEAK ONE FINANCIAL | PALADIN WEALTH MANAGEMENT, LLC | OAKCREST INVESTMENT SERVICES | NEW WEST ADVISORS | NEW HORIZONS FINANCIAL CONSULTANTS | MULBERRY WEALTH MANAGEMENT | MONARCH ADVISORY GROUP | MAKKAI CAPITAL MANAGEMENT | MAJESTIC WEALTH MANAGEMENT, LLC | MAIN GATE ASSET MANAGEMENT LLC | LONGVIEW WEALTH STRATEGIES | LIVING YOUR WEALTH | KEYSTONE FINANCIAL SERVICES | KENNEBEC WEALTH MANAGEMENT | JUMET FINANCIAL LLC | JACKSON FINANCIAL MANAGEMENT | INVESTMENT CENTER LOCATED AT CREDIT UNION OF COLORADO | INVESTMENT & RETIREMENT CENTER LOCATED AT CREDIT UNION OF DENVER | INVESTMENT & RETIREMENT CENTER LOCATED AT AIR ACADEMY FEDERAL CREDIT UNION | INTEGRATED WEALTH STRATEGIES | INTEGRATED FINANCIAL WELLNESS | HOLLAND FINANCIAL INC. | HASSON FINANCIAL | GRENADIER FINANCIAL | GAIA WEALTH MANAGEMENT | FRONT RANGE WEALTH MANAGEMENT | FORWARD FINANCIAL STRATEGIES | FORTUNATE FAMILY OFFICES | FORTUNATE FAMILY OFFICE | FLEMING FINANCIAL MANAGEMENT | FINANCIAL PLANNING CONCEPTS | FAIRLEY WEALTH MANAGEMENT | EZZELL FINANCIAL GROUP | EXPLORENT WEALTH MANAGEMENT | DURANGO FINANCIAL PLANNING | DURABLE WEALTH MANAGEMENT | DIVIDEND WEALTH ADVISORS | DESTINATION INVESTMENT STRATEGIES | DELOIA WEALTH MANAGEMENT | DC & ASSOCIATES, INC. ADVANCED FINANCIAL SOLUTIONS | DC & ASSOCIATES, INC. | D. FRANK & ASSOCIATES | CORNERSTONE WEALTH MANAGEMENT | COMPASS BENEFIT PARTNERS | CLEARFOCUS WEALTH ADVISORS | CENTRAL PARK PRIVATE WEALTH MANAGEMENT | CASTLE ROCK PRIVATE WEALTH LLC | CASTLE PINES WEALTH MANAGEMENT GROUP | BUSINESS AND PERSONAL FINANCE, LTD. | BUSINESS & PERSONAL FINANCE LTD | BLANCHARD WEALTH MANAGEMENT | BILLOWS FINANCIAL | BEDFORD WEALTH ADVISORS | ARROW WEALTH MANAGEMENT | APRISENT FINANCIAL GROUP | ALPHA INVESTMENT STRATEGIES | ALLOCATED FINANCIAL PLANNING | AFFINITY WEALTH MANAGEMENT GROUP
CRD#: 283545 / SEC#: 801-107762
RIA
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Contact information
Main Address
14143 Denver Pkwy., Ste 450, Golden, CO 80401
Mailing Address
Phone number
(303) 393-2404
Established
Firm type
Fiscal year end
# of Employees
91
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 15,250 |
| AUM (Assets Under Management) | $ 3,944,223,085 |
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
WESTERN WEALTH MANAGEMENT LLC
Managing Director, Wealth Management Advisor, Portfolio ManagerCRD#: 283545Greenwood Village, CO 80111TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
