Kreighton K. Bieger
KILTERHOWLING LLC
BOULDER, CO 80301
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CRD#: 5148489
Professional summary
Kreighton Kennedy Bieger, CFP® is a registered financial advisor currently at KILTERHOWLING LLC located in Boulder, Colorado.
Kreighton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Kreighton has worked at 2 firms .
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.
CRS (Client Relationship Summary) - RIA
Click below to view Kreighton Kennedy Bieger'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®
CFP®
Start date: 2016
Experience
Current
April 8, 2014 - Present
KILTERHOWLING LLC
Office #1: 3550 Frontier Ave Unit 2a, Boulder, CO 80301Office #2: 2101 Pearl Street, Boulder, CO 80302RIA
CRD#: 169684
BOULDER, CO
Past
April 14, 2011 - February 8, 2014
COLORADO FINANCIAL MANAGEMENT LLC
RIA
CRD#: 113216
BOULDER, 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".
KL
KILTERHOWLING LLC
BLUE MOUNTAIN WEALTH MANAGEMENT LLC | KILTERHOWLING LLC | BLUE MOUNTAINS WEALTH MANAGEMENT LLC
CRD#: 169684 / SEC#: 801-118595
RIA
Registered Investment Advisory firm - (4/29/2020 Approved)California
Registered Investment Advisory firm - (6/3/2020 Terminated)Colorado
Registered Investment Advisory firm - (5/13/2020 Terminated)Montana
Registered Investment Advisory firm - (5/4/2020 Terminated)Texas
Registered Investment Advisory firm - (5/4/2020 Terminated)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(4/8/2014)
IAR
Texas(4/28/2014)
Exams
Current Firm
KL
KILTERHOWLING LLC
BLUE MOUNTAIN WEALTH MANAGEMENT LLC | KILTERHOWLING LLC | BLUE MOUNTAINS WEALTH MANAGEMENT LLC
CRD#: 169684 / SEC#: 801-118595
RIA
Registered Investment Advisory firm - (4/29/2020 Approved)California
Registered Investment Advisory firm - (6/3/2020 Terminated)Colorado
Registered Investment Advisory firm - (5/13/2020 Terminated)Montana
Registered Investment Advisory firm - (5/4/2020 Terminated)Texas
Registered Investment Advisory firm - (5/4/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2101 Pearl Street, Boulder, CO 80302
Mailing Address
Phone number
(720) 443-2076
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 591 |
| AUM (Assets Under Management) | $ 257,755,145 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
