Unclaimed Profile

Dana Lyn Nightingale

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP·ASPEN, Colorado

Clean recordOBERMEYER WOOD INVESTMENT COUNSEL, LLLP

501 RIO GRANDE PLACE, ASPEN, CO 81611CRD# 6164005Firm CRD# 110069

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dana Lyn Nightingale · ASPEN, CO

Registration

CRD #6164005 · OBERMEYER WOOD INVESTMENT COUNSEL, LLLP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Dana Lyn Nightingale is a registered financial advisor based in ASPEN, Colorado, affiliated with OBERMEYER WOOD INVESTMENT COUNSEL, LLLP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP

AUM

$2.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at OBERMEYER WOOD INVESTMENT COUNSEL, LLLP →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6164005

Firm CRD# 110069

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Dana Lyn Nightingale offer?

Dana Lyn Nightingale specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ASPEN, Colorado for a consultation.

What are Dana Lyn Nightingale's credentials?

Dana Lyn Nightingale is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dana Lyn Nightingale located?

Dana Lyn Nightingale is based in ASPEN, Colorado, working with OBERMEYER WOOD INVESTMENT COUNSEL, LLLP. Their office serves clients in the ASPEN metropolitan area and surrounding communities.

How does Dana Lyn Nightingale charge for services?

Dana Lyn Nightingale's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OBERMEYER WOOD INVESTMENT COUNSEL, LLLP?

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP has approximately 24 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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