Bryson B. Braden
DENVER WEALTH MANAGEMENT | Managing Principal
DENVER, CO 80237
Some features on this profile are disabled
CRD#: 5721333
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.
Question & Answer
What are your service offerings?
Philanthropic services
Trading individual securities
Insurance
Financial planning
Trust & estate planning
Retirement planning
What is your current number of clients?
Greater than 100
Are you a "fiduciary"?
Yes
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.
The advisor shows no other business activity.
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)Upgrade to AdvisorCheck Premium
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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
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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
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
