Kreighton Bieger (CRD# 5148489) is an Investment Advisor Representative working at Kilterhowling LLC in Boulder, CO and has 15 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 3073220
Meridian Wealth Management LLC
CRD# 5390757
Ibex Investors LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kilterhowling LLC | Boulder, CO | Feb 2014 - Current | 8 |
| Blue Mountain Wealth Management LLC | Boulder, CO | Dec 2013 - Feb 2014 | < 1 |
| Sargent Bickham Lagudis, LLC | Boulder, CO | May 2010 - Feb 2014 | 3 |
- CA
- CO
- MT
- TX
-
Total Assets Under Management201MILLIONS
-
Total Number of Accounts556ACCOUNTS
-
Average Account Value$360,938
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CO, MT, NH, TX
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