Kent E. Muckel

CERITY PARTNERS OCIO LLC

DENVER, CO 80237

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CRD#: 4771045

Professional summary

Kent Edward Muckel, CFA is a registered financial advisor currently at CERITY PARTNERS OCIO LLC located in Denver, Colorado.

Kent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Kent has worked at 2 firms and has passed the Series 3 and Series 30 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Kent Edward Muckel'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®

CFA

Chartered Financial Analyst

Experience

Current

June 28, 2024 - Present

CERITY PARTNERS OCIO LLC

Office #1: 7979 E. Tufts Avenue, Suite 700, Denver, CO 80237

RIA

CRD#: 151916

DENVER, CO

Past

March 4, 2021 - July 11, 2024

PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP

RIA

CRD#: 143598

Denver, CO

Past

September 28, 2010 - December 31, 2020

PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP

RIA

CRD#: 143598

DENVER, 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".

CERITY PARTNERS OCIO LLC

ARGI INVESTMENT SERVICES | CERITY PARTNERS OCIO LLC | ARGI INVESTMENT SERVICES, LLC

CRD#: 151916 / SEC#: 801-70888

RIA

Registered Investment Advisory firm - (1/4/2010 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
(6/28/2024)

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

General Industry/Product Exam

Series 3

Date: 6/12/2024

National Commodity Futures Examination

Principal/Supervisory Exam

Series 30

Date: 5/24/2019

NFA Branch Manager Examination

Current Firm

CERITY PARTNERS OCIO LLC

ARGI INVESTMENT SERVICES | CERITY PARTNERS OCIO LLC | ARGI INVESTMENT SERVICES, LLC

CRD#: 151916 / SEC#: 801-70888

RIA

Registered Investment Advisory firm - (1/4/2010 Approved)

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Contact information

Main Address

99 Park Avenue 16th Floor, New York, NY 10016

Mailing Address

Phone number

(212) 850-4260

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CP OCIO LLC ADV PART 2A (9/30/2025)

Regulatory assets under management

Total Number of Accounts	50
AUM (Assets Under Management)	$ 17,346,720,716

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/09/2025	Cover Page	Report
05/04/2023	Cover Page	Report
01/26/2023	Cover Page	Report

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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Kent E. Muckel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kent Edward Muckel's CRS (Customer Relationship Summary).

Certified licenses

Experience

CERITY PARTNERS OCIO LLC

PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP

PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP

Primary Firm SEC Registration

CERITY PARTNERS OCIO LLC

State Registrations and Notice Filings

Exams

Series 3

Date: 6/12/2024

Series 30

Date: 5/24/2019

Current Firm

CERITY PARTNERS OCIO LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CERITY PARTNERS OCIO LLC

TRUST BUT VERIFY

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