Kevin M. Shuller
CEDAR PEAK WEALTH ADVISORS
Denver, CO
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CRD#: 6922733
Professional summary
Kevin Michael Shuller, CFP® is a registered financial advisor currently at CEDAR PEAK WEALTH ADVISORS located in Denver, Colorado.
Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Kevin has worked at 2 firms .
Biography
If you have young kids and or are about to start your family, you've come to the right place.
With two small kids, I know how overwhelming it can be to try to do everything well. I've been investing since I was 13, so I can help you navigate the unnecessarily complex forest of personal finance. Whether you want to learn about investing or whether you just want someone else to do it for you, I'm uniquely suited for it. At a prior firm, I had two different classes of interns nickname me "The Professor" -- partly because I loved explaining investing concepts in easy to understand terms and partly because I wore a lot of cardigans for someone in their 30s.
I have multiple professional credentials, a fancy-pants MBA, and a desire to help families live the life they want without worrying about finances. I have had several different research roles in investing, some high-level corporate finance jobs, and briefly was an improvisational comedian. I live in Denver, CO with my wife, two young kids, and a dog. When I'm not working, you can find me running, reading, or reciting all the dialogue from an episode of Daniel Tiger's Neighborhood that I've seen several hundred times.
Question & Answer
What are your service offerings?
Investment Planning
Comprehensive Financial Planni...
Education Planning
Do you have an area of expertise or specialization?
AUM
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Investment Advice with Ongoing...
Investment Advice without Ongo...
Millennials
What is your minimum asset requirement?
500K
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Michael Shuller'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: 2022
Experience
Current
December 10, 2021 - Present
CEDAR PEAK WEALTH ADVISORS
RIA
CRD#: 317246
Denver, CO
Past
March 27, 2018 - July 12, 2019
SHINE WEALTH PARTNERS
RIA
CRD#: 106097
LONE TREE, 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(12/10/2021)
Exams
Current Firm
CEDAR PEAK WEALTH ADVISORS
CEDAR PEAK WEALTH ADVISORS | CEDAR PEAK WEALTH ADVISORS LLC
CRD#: 317246 / SEC#:
Colorado
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Contact information
Main Address
Denver, CO
Mailing Address
Phone number
(720) 466-3988
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 71 |
| AUM (Assets Under Management) | $ 11,217,792 |
Red Flags
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