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Corey James Wiederholt

Corey J. Wiederholt

TRAILPOINT FINANCIAL PLANNING
Castle Rock, CO
Some features on this profile are disabled
CRD#: 7292375
Corey James Wiederholt

Professional summary

Corey James Wiederholt, CFP® is a registered financial advisor currently at TRAILPOINT FINANCIAL PLANNING located in Castle Rock, Colorado.

Corey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Corey has worked at 1 firm .

top-8-questions

Question & Answer

What are your service offerings?
Comprehensive Financial Planni...
Budgeting
Insurance Planning
Estate Planning
Investment Planning
Tax Planning
Education Planning
Debt Management
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.
Corey Wiederholt currently engages in contract accounting services for various corporate and individual clients. This activity accounts for up to 50% of his time and is not investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Corey James Wiederholt'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: 2020

Experience

Current

February 19, 2025 - Present

TRAILPOINT FINANCIAL PLANNING

RIA
CRD#: 310766
Castle Rock, CO
Past

January 3, 2024 - December 31, 2024

TRAILPOINT FINANCIAL PLANNING

RIA
CRD#: 310766
CASTLE ROCK, CO
Past

November 13, 2020 - December 31, 2023

TRAILPOINT FINANCIAL PLANNING

RIA
CRD#: 310766
CASTLE ROCK, 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
(2/19/2025)

Exams

Current Firm

TF
TRAILPOINT FINANCIAL PLANNING
TRAILPOINT FINANCIAL PLANNING | TRAILPOINT FINANCIAL PLANNING, LLC | TRAILPOINT FINANCIAL PLANNING LLC

CRD#: 310766 / SEC#:

Colorado
Registered Investment Advisory firm - (11/13/2020 Approved)
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Contact information

Main Address
Castle Rock, CO
Mailing Address
Phone number
(303) 913-5818
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts10
AUM (Assets Under Management)$ 495,000

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.

Company Information

TRAILPOINT FINANCIAL PLANNING

CRD#: 310766Castle Rock, CO

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