Dwight C. Dettloff

WINDING TRAIL FINANCIAL PLANNING

LAFAYETTE, CO 80026

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CRD#: 6818104

Professional summary

Dwight Charles Dettloff, CFP® is a registered financial advisor currently at WINDING TRAIL FINANCIAL PLANNING, LLC located in Lafayette, Colorado.

Dwight is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Dwight has worked at 1 firm and has passed the Series 65 and Series 63 exams.

Question & Answer

What are your service offerings?

Tax Planning

Small Business Planning

Investment Planning

Comprehensive Financial Planni...

Retirement Planning

Do you have an area of expertise or specialization?

Business Owners

Fixed Fee (Subscription, Retai...

Investment Advice without Ongo...

Real Estate Investments

Retirement Planning & Distribu...

Tax Planning

Are you a "fiduciary"?

Yes

Aliases

None

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.

Dwight C. Dettloff as Managing Member of Winding Trail Accounting, LLC also provides tax advice and preparation services as well as other accounting and business consulting services. Winding Trail Accounting, LLC is a licensed CPA firm with the state of Colorado. This activity accounts for approximately 20% of Mr. Dettloff's time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dwight Charles Dettloff'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: 2018

Experience

Current

July 28, 2017 - Present

WINDING TRAIL FINANCIAL PLANNING, LLC

Office #1: 400 W South Boulder Rd Ste 2500, Lafayette, CO 80026

RIA

CRD#: 289035

LAFAYETTE, 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
(7/28/2017)

IAR

Texas
(7/1/2021)

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 65

Date: 6/3/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/1/2017

Uniform Securities Agent State Law Examination

Current Firm

WINDING TRAIL FINANCIAL PLANNING, LLC

WINDING TRAIL FINANCIAL | WINDING TRAIL FINANCIAL PLANNING, LLC

CRD#: 289035 / SEC#:

Colorado

Registered Investment Advisory firm - (7/28/2017 Approved)

Texas

Registered Investment Advisory firm - (6/24/2021 Conditional Restricted)

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Contact information

Main Address

400 W South Boulder Rd Ste 2500, Lafayette, CO 80026

Mailing Address

603 S Public Rd #132, Lafayette, CO 80026

Phone number

(720) 526-2189

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	33
AUM (Assets Under Management)	$ 6,702,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Dwight C. Dettloff

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dwight Charles Dettloff's CRS (Customer Relationship Summary).

Certified licenses

Experience

WINDING TRAIL FINANCIAL PLANNING, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/3/2017

Series 63

Date: 4/1/2017

Current Firm

WINDING TRAIL FINANCIAL PLANNING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WINDING TRAIL FINANCIAL PLANNING, LLC

TRUST BUT VERIFY

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