Unclaimed Profile

Karen Sue Post

FIRST WESTERN INVESTMENT MANAGEMENT, INC.·DENVER, Colorado

Clean record22 years registeredFIRST WESTERN INVESTMENT MANAGEMENT, INC.

1200 SEVENTEENTH STREET, DENVER, CO 80202CRD# 2627021Firm CRD# 128013

Profile Verification

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

Identity

Karen Sue Post · DENVER, CO

Registration

CRD #2627021 · FIRST WESTERN INVESTMENT MANAGEMENT, INC. · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FIRST WESTERN INVESTMENT MANAGEMENT, INC.

FIRST WESTERN CAPITAL MANAGEMENT COMPANY

Jul 2013 – Dec 2020

DENVER, CO

FIRST WESTERN INVESTMENT MANAGEMENT, INC.

Nov 2003 – Jul 2013

DENVER, CO

Registrations & Exams

Registration record

First registered · November 19, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIRST WESTERN INVESTMENT MANAGEMENT, INC.

CRD 128013 · SEC 801-62285

AUM

$107M

Regulatory assets under management

Employees

379 client accounts

Services offered by FIRST WESTERN INVESTMENT MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at FIRST WESTERN INVESTMENT MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Karen Sue Post offer?

Karen Sue Post specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Karen Sue Post's credentials?

Karen Sue Post is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Karen Sue Post located?

Karen Sue Post is based in DENVER, Colorado, last registered with FIRST WESTERN INVESTMENT MANAGEMENT, INC..

How does Karen Sue Post charge for services?

Karen Sue Post'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 FIRST WESTERN INVESTMENT MANAGEMENT, INC.?

FIRST WESTERN INVESTMENT MANAGEMENT, INC. has approximately 2 employees and manages $107M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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