Emily Biehler (CRD# 5717892) is an Investment Advisor Representative working at Trailwise Financial Partners, LLC in Golden, CO and has over 11 years of experience in the finance industry. Emily Biehler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trailwise Financial Partners, LLC | Arvada, CO | Oct 2022 - Current | 1 |
| Lpl Financial, LLC | Arvada, CO | Nov 2019 - Current | 4 |
| Commonwealth Finanical Newtwork | Waltham, MA | Jan 2013 - Oct 2019 | 6 |
| Summit Wealth Group | Lakewood, CO | Jan 2013 - Oct 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2012 |
- CO
- TX
-
Total Assets Under Management66MILLIONS
-
Total Number of Accounts466ACCOUNTS
-
Average Account Value$141,308
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
CO, TX
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