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Darren Alexander Walsh

SHAREHOLDER FINANCIAL SERVICES, INC.·CENTENNIAL, Colorado
SHAREHOLDER FINANCIAL SERVICES, INC.
6803 SOUTH TUCSON WAY, CENTENNIAL, CO 80112-3924CRD# 5438623Firm CRD# 165117

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Darren Alexander Walsh · CENTENNIAL, CO
Registration
CRD #5438623 · SHAREHOLDER FINANCIAL SERVICES, INC.
Brand Profile
Not yet started
Disclosure history
8 disclosures on file · See FINRA BrokerCheck for full record
01

About

Darren Alexander Walsh is a registered financial advisor based in CENTENNIAL, Colorado, affiliated with SHAREHOLDER FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
OFI STEELPATH, INC.
OFI STEELPATH, INC.
AUM
$11.0B
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at OFI STEELPATH, INC. →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5438623
Firm CRD# 165117
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Darren Alexander Walsh offer?
Darren Alexander Walsh specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in CENTENNIAL, Colorado for a consultation.
What are Darren Alexander Walsh's credentials?
Darren Alexander Walsh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Darren Alexander Walsh located?
Darren Alexander Walsh is based in CENTENNIAL, Colorado, working with SHAREHOLDER FINANCIAL SERVICES, INC.. Their office serves clients in the CENTENNIAL metropolitan area and surrounding communities.
How does Darren Alexander Walsh charge for services?
Darren Alexander Walsh'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 SHAREHOLDER FINANCIAL SERVICES, INC.?
SHAREHOLDER FINANCIAL SERVICES, INC. has approximately 19 employees and manages $11.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SHAREHOLDER FINANCIAL SERVICES, INC.

Mark Stephen Vandehey
CENTENNIAL, CO

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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