Shane Patrick Dennehy
CFP®Professional Summary
Shane Patrick Dennehy, CFP®, who also goes by Shane Dennehy, is a registered financial advisor currently at CAYDEN WEALTH MANAGEMENT located in Broomfield, Colorado. Shane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Shane has worked at 2 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Shane Dennehy
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
12 years in the financial services industry
Current & Past Employments
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Current Firm
5280 WEALTH MANAGEMENT | CAYDEN WEALTH MANAGEMENT | 5280 WEALTH MANAGEMENT LLC
Contact Information
Main Address
8181 Arista Place Suite 100, Broomfield, CO 80021Phone Number
(720) 520-0826# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
338AUM (Assets Under Management)
$21,776,700Similar Advisors
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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.
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State Registrations and Notice Filings
(5/24/2019)
(5/29/2025)
(6/25/2020)
(11/25/2020)
(6/30/2020)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Shane Patrick Dennehy's CRS (Customer Relationship Summary).
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