Bryson B. Braden
DENVER WEALTH MANAGEMENT | Managing Principal
DENVER, CO 80237
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CRD#: 5721333
Bryson Blair BradenDENVER WEALTH MANAGEMENT
Professional summary
Bryson Blair Braden, CFP®, who also goes by Blair Braden, is a registered financial advisor currently at DENVER WEALTH MANAGEMENT, INC. located in Denver, Colorado and LPL FINANCIAL LLC located in Steamboat Springs, Colorado.
Bryson is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Bryson has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
At a Glance
500–1,000 clients
Services Offered
Estate & Legacy Planning
Investment Management
Risk Management & Insurance
Financial Planning
Retirement Planning
Aliases
Blair Braden
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) 7/11/2016: Blair's DogVacay - Investment Related - Home Based - Outside/W-2 Employment - Start 06/20/2016 - 12 Hours Per Month/0 Hours During Securities Trading - I will host dogs at my house to watch for people. 2) 5/10/2017: No Business Name - Investment Related - Location: varies - Other-Speaker/Seminar - Started 05/08/2017 - 2 Hours Per Month During Securities Trading 3) 1/19/2021 - Denver Wealth Management, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 01/15/2021 - 160 Hours Per Month/40 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Denver Wealth Management, Inc., an independent investment advisor firm. I started this business activity in 01/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 1/21/2021 - Denver Wealth Management, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/15/2021 - 160 Hours Per Month During Securities Trading 5) 1/26/2021 - Denver Wealth Management, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 01/15/2021 - 160 Hours Per Month/40 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Denver Wealth Management, Inc, an independent investment advisor firm. I started this business activity in 01/2021 I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6) 8/30/2021 - CR 35 LLC - Investment Related - Steamboat Springs, CO - Real Estate Rental - Started 1/27/2021 - 2 Hours Per Month/0 Hours During Securities Trading 7) 11/1/2021 - No Business Name - Investment Related - Centennial, CO - Real Estate Rental - Started 10/29/2021 - 2 Hours Per Month/0 Hours During Securities Trading 8) 12/12/2024 - Bulls Win, LLC - Real Estate Rental - Owner - Steamboat Springs, CO - Investment Related - Start Date 11/18/2024 - 1 hour per month/ during trading 9) 10/27/2025 - Denver Wealth Family Office LLC - Tax Prep/Accounting/CPA - Owner - Investment Related - At Reported Business Location(s) - Start Date 10/27/2025 - 5 hours per month/ during trading
CRS (Client Relationship Summary) - RIA
Click below to view Bryson Blair Braden'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: 2020
Experience
Current
September 23, 2016 - Present
DENVER WEALTH MANAGEMENT, INC.
Office #1: 4582 S Ulster St. Suite 1300, Denver, CO 80237RIA
CRD#: 284868
DENVER, CO
Current
June 1, 2012 - Present
LPL FINANCIAL LLC
Office #1: 1120 S Lincoln Ave, Suite E, Steamboat Springs, CO 80487Office #2: 4582 S Ulster St Ste 1300, Denver, CO 80237RIA
BD
CRD#: 6413
STEAMBOAT SPRINGS, CO
Past
April 2, 2025 - February 24, 2026
LPL FINANCIAL LLC
RIA
CRD#: 6413
SUMMERSET, SD
Past
November 13, 2017 - December 31, 2017
LPL FINANCIAL LLC
RIA
CRD#: 6413
SUMMERSET, SD
Past
June 1, 2012 - February 27, 2017
LPL FINANCIAL LLC
RIA
CRD#: 6413
SUMMERSET, SD
Past
March 29, 2010 - June 13, 2012
WADDELL & REED
RIA
CRD#: 866
DENVER, CO
Past
January 26, 2010 - June 13, 2012
WADDELL & REED
BD
CRD#: 866
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".
DW
DENVER WEALTH MANAGEMENT, INC.
DENVER WEALTH MANAGEMENT INC. | SUMMIT WEALTH ADVISORS | PROVIDENCE CAPITAL PARTNERS INC. | PROVIDENCE CAPITAL PARTNERS | DENVER WEALTH MANAGEMENT, INC.
CRD#: 284868 / SEC#: 801-114166
RIA
Registered Investment Advisory firm - (10/19/2018 Approved)Arizona
Registered Investment Advisory firm - (10/23/2018 Terminated)Colorado
Registered Investment Advisory firm - (10/26/2018 Terminated)New Mexico
Registered Investment Advisory firm - (10/23/2018 Terminated)Texas
Registered Investment Advisory firm - (10/23/2018 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(7/24/2019)
RR
Alaska(7/14/2017)
RR
Arizona(9/25/2015)
RR
Arkansas(7/14/2017)
RR
California(1/12/2015)
RR
Colorado(6/1/2012)
IAR
Colorado(9/23/2016)
RR
District of Columbia(7/24/2019)
RR
Florida(5/13/2014)
RR
Georgia(7/21/2015)
RR
Hawaii(4/4/2025)
RR
Idaho(12/6/2016)
RR
Illinois(3/5/2014)
RR
Indiana(4/12/2019)
RR
Kansas(1/12/2015)
RR
Kentucky(9/25/2020)
RR
Louisiana(11/9/2017)
RR
Maryland(4/14/2016)
RR
Michigan(6/21/2016)
RR
Minnesota(11/13/2015)
RR
Missouri(7/14/2017)
RR
Montana(7/21/2015)
RR
Nebraska(7/14/2017)
RR
Nevada(7/14/2017)
RR
New Hampshire(11/10/2023)
RR
New Jersey(7/14/2017)
RR
New Mexico(6/13/2012)
RR
New York(7/26/2017)
RR
North Carolina(1/24/2018)
RR
North Dakota(8/11/2015)
RR
Ohio(4/17/2018)
RR
Oklahoma(2/2/2024)
RR
Oregon(1/2/2025)
RR
Pennsylvania(2/23/2018)
RR
South Carolina(10/2/2017)
RR
South Dakota(4/14/2016)
RR
Tennessee(3/22/2023)
RR
Texas(8/13/2015)
IAR
Texas(11/8/2016)
RR
Utah(7/21/2015)
RR
Virginia(7/14/2017)
RR
Washington(1/10/2018)
RR
Wisconsin(1/4/2016)
RR
Wyoming(2/16/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
DW
DENVER WEALTH MANAGEMENT, INC.
DENVER WEALTH MANAGEMENT INC. | SUMMIT WEALTH ADVISORS | PROVIDENCE CAPITAL PARTNERS INC. | PROVIDENCE CAPITAL PARTNERS | DENVER WEALTH MANAGEMENT, INC.
CRD#: 284868 / SEC#: 801-114166
RIA
Registered Investment Advisory firm - (10/19/2018 Approved)Arizona
Registered Investment Advisory firm - (10/23/2018 Terminated)Colorado
Registered Investment Advisory firm - (10/26/2018 Terminated)New Mexico
Registered Investment Advisory firm - (10/23/2018 Terminated)Texas
Registered Investment Advisory firm - (10/23/2018 Terminated)Loading...
Contact information
Main Address
4582 S Ulster St. Suite 1300, Denver, CO 80237
Mailing Address
Phone number
(303) 261-8015
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (20 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,213 |
| AUM (Assets Under Management) | $ 435,735,676 |
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
DENVER WEALTH MANAGEMENT, INC.
Managing PrincipalCRD#: 284868Denver, CO 80237TRUST BUT VERIFY
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Contact information
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