Desiree Segler (CRD# 5105363) is an Investment Advisor Representative working at Heirloom Wealth Management LLC in Englewood, CO and has over 17 years of experience in the finance industry.
CRD# 2520368
Ubs Financial Services Inc.
CRD# 1130816
Lpl Financial LLC
CRD# 5400593
Empower Advisory Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ms Howell & Co | Denver, CO | May 2018 - Current | 6 |
| Heirloom Wealth Financial | Englewood, CO | Apr 2018 - Current | 6 |
| Lpl Financial | Denver, CO | Aug 2008 - Apr 2018 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2006 |
| S66 | NASAA Uniform Combined State Law Examination | May 2014 |
- CO
-
Total Assets Under Management500MILLIONS
-
Total Number of Accounts1,611ACCOUNTS
-
Average Account Value$310,610
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CO, FL, KS, LA, NE, NY, OR, TN, TX, WY
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