Yizeth F. Almemar

TRAILWISE FINANCIAL PARTNERS

GOLDEN, CO 80401

Some features on this profile are disabled

CRD#: 6470405

Professional summary

Yizeth Fernanda Almemar, CFP®, who also goes by Yizeth Fernanda Acevedo Pena, is a registered financial advisor currently at TRAILWISE FINANCIAL PARTNERS, LLC located in Golden, Colorado.

Yizeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Yizeth has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Yizeth Fernanda Acevedo Pena

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.

07/2021- NOVATRAK, LLC. MANAGING MEMBER. PROPRIETARY WEB BASED SOFTWARE SOLUTION FOR FINANCIAL PLANNING. ASSISTS WITH BUSINESS DEVELOPMENT AND STRATEGY. SPENDS LESS THAN 15% OF TIME EACH MONTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Yizeth Fernanda Almemar'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: 2019

Experience

Current

December 15, 2022 - Present

TRAILWISE FINANCIAL PARTNERS, LLC

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

RIA

CRD#: 323530

GOLDEN, 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
(12/15/2022)

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

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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Ralph Jones

OPPENHEIMER & CO. INC.

IAR

Denver, CO

Gianluca Triennese

WEDBUSH SECURITIES INC.

IAR

Littleton, CO

Douglas Applegate

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

IAR

Centennial, CO

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Yizeth F. Almemar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Yizeth Fernanda Almemar's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRAILWISE FINANCIAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Current Firm

TRAILWISE FINANCIAL PARTNERS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TRAILWISE FINANCIAL PARTNERS, LLC

TRUST BUT VERIFY

Similar Advisors