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Simon Hildenbrand

CHERRY CREEK FINANCIAL PLANNING
ENGLEWOOD, CO
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CRD#: 5261488
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Simon HildenbrandCHERRY CREEK FINANCIAL PLANNING

Professional summary


Simon Hildenbrand is a registered financial advisor currently at CHERRY CREEK FINANCIAL PLANNING located in Englewood, Colorado.

Simon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Simon has worked at 1 firm and has passed the Series 65 exam.

At a Glance


Always Fiduciary

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.
Name: Kaiser Permanente. Address: 6560 Greenwood Plaza Boulevard, Greenwood Village, CO 80111. Investment-related: No. Nature of business: Integrated managed care consortium / healthcare. Position: Architect Lead Information Security, Technology Risk Office — Cyber Resiliency. Start date: 01/2024. Approximate hours per month: 170 hours. Hours during securities trading hours (9:30 AM – 4:00 PM ET, which is 7:30 AM – 2:00 PM MT): approximately 25 hours per week, reflecting the overlap between Mr. Hildenbrand's Kaiser Permanente work hours (9:00 AM – 5:00 PM MT, Monday through Friday) and U.S. equity market trading hours. Duties: Support enterprise cybersecurity architecture and resiliency strategy, including security control design, threat modeling, and risk assessment for technology infrastructure and applications. Activities have no connection to investment advisory services, securities transactions, or financial advice provided to clients of Cherry Creek Financial Planning, LLC. Cherry Creek Financial Planning advisory work is conducted only during evenings and weekends outside of Kaiser Permanente work hours.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Simon Hildenbrand'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®
None

Experience


Current

July 6, 2026 - Present

CHERRY CREEK FINANCIAL PLANNING

RIA
CRD#: 342857
ENGLEWOOD, CO

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
(7/6/2026)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/10/2025
Uniform Investment Adviser Law Examination

Current Firm


CC
CHERRY CREEK FINANCIAL PLANNING
CHERRY CREEK FINANCIAL PLANNING | CHERRY CREEK FINANCIAL PLANNING, LLC

CRD#: 342857 / SEC#:

Colorado
Registered Investment Advisory firm - (7/6/2026 Approved)
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Contact information


Main Address
Englewood, CO
Mailing Address
8400 E Crescent Parkway #665, Greenwood Village, CO 80111
Phone number
+1 (303) 468-4200
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Red Flags


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Company Information


CHERRY CREEK FINANCIAL PLANNING

CRD#: 342857Englewood, CO

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