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Dana Lyn Nightingale

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP·ASPEN, Colorado
Clean record13 years registeredOBERMEYER 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 · 13 years registered
Brand Profile
Not yet started
01

Career History

Mar 2013present
02

Registrations & Exams

Registration record
First registered · March 20, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP
CRD 110069 · SEC 801-54953
AUM
$2.4B
Regulatory assets under management
Employees
24
2,385 client accounts
Services offered by OBERMEYER WOOD INVESTMENT COUNSEL, LLLP
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

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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