Emily K. Biehler

TRAILWISE FINANCIAL PARTNERS

GOLDEN, CO 80401

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CRD#: 5717892

Professional summary

Emily Kathleen Biehler, CFP®, who also goes by Emily Kathleen Bromley, Emily Bromley, is a registered financial advisor currently at TRAILWISE FINANCIAL PARTNERS, LLC located in Golden, Colorado.

Emily is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Emily has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Investment Planning

Insurance Planning

Retirement Planning

Estate Planning

Business Succession Planning

Socially Responsible Investing

Comprehensive Financial Planni...

Small Business Planning

Are you a "fiduciary"?

Yes

Aliases

Emily Kathleen Bromley | Emily Bromley

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.

1. 11/18/2019 - No Business Name - Investment Related - At Reported Business Location(s) - Other-NOTARY PUBLIC - Started 09/2016 - 1 Hour Per Month. 2. 9/9/2021 - Sage Brush Properties, LLC - Investment Related - Buena Vista, CO 81211 - Real Estate Rental - Started 10/01/2021 - 2 Hours Per Month/0 Hours During Securities Trading - Short-term rental.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Emily Kathleen Biehler'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^®

Certified Financial Planner

Start date: 2014

Experience

Current

December 12, 2022 - Present

TRAILWISE FINANCIAL PARTNERS, LLC

Office #1: 1536 Cole Boulevard Suite 205, Golden, CO 80401

RIA

CRD#: 323530

GOLDEN, CO

Past

November 18, 2019 - December 16, 2022

LPL FINANCIAL LLC

RIA

CRD#: 6413

ARVADA, CO

Past

November 18, 2019 - December 16, 2022

LPL FINANCIAL LLC

CRD#: 6413

ARVADA, CO

Past

May 1, 2013 - November 19, 2019

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

LAKEWOOD, CO

Past

May 1, 2013 - November 19, 2019

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

LAKEWOOD, CO

Past

September 28, 2012 - December 17, 2012

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

LUBBOCK, TX

Past

August 17, 2012 - December 17, 2012

MML INVESTORS SERVICES, LLC

CRD#: 10409

LUBBOCK, TX

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
(12/12/2022)

IAR

Louisiana
(4/18/2023)

IAR

Texas
(12/20/2022)

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

State Security Law Exam

IAR

Series 66

Date: 9/24/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/16/2012

General Securities Representative Examination

Current Firm

TRAILWISE FINANCIAL PARTNERS, LLC

CRD#: 323530 / SEC#:

Colorado

Registered Investment Advisory firm - (12/12/2022 Approved)

Louisiana

Registered Investment Advisory firm - (4/18/2023 Approved)

Texas

Registered Investment Advisory firm - (12/20/2022 Approved)

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Contact information

Main Address

1536 Cole Boulevard Suite 205, Golden, CO 80401

Mailing Address

Phone number

(720) 463-2850

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	528
AUM (Assets Under Management)	$ 82,772,770

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Emily K. Biehler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Emily Kathleen Biehler's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRAILWISE FINANCIAL PARTNERS, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/24/2012

SIE

Date: 10/1/2018

Series 7

Date: 8/16/2012

Current Firm

TRAILWISE FINANCIAL PARTNERS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TRAILWISE FINANCIAL PARTNERS, LLC

TRUST BUT VERIFY

Contact information

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