Unclaimed Profile

Kenneth John O'brien

IWP WEALTH MANAGEMENT LLC·DENVER, Colorado

Series 65Clean record13 years registeredIWP WEALTH MANAGEMENT LLC

2719 E. 3RD AVENUE, DENVER, CO 80206CRD# 6136036Firm CRD# 136314

Profile Verification

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

Identity

Kenneth John O'brien · DENVER, CO

Registration

CRD #6136036 · IWP WEALTH MANAGEMENT LLC · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: IWP WEALTH MANAGEMENT LLC

IWP WEALTH MANAGEMENT LLC

Jan 2013 – Aug 2020

MANHATTAN BEACH, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 10, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

IWP WEALTH MANAGEMENT LLC

CRD 136314 · SEC 801-64549

AUM

$3.6B

Regulatory assets under management

Employees

66 client accounts

Services offered by IWP WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at IWP WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Kenneth John O'brien offer?

Kenneth John O'brien specializes in Financial Planning, Investment Management, Retirement Planning.

What are Kenneth John O'brien's credentials?

Kenneth John O'brien is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kenneth John O'brien located?

Kenneth John O'brien is based in DENVER, Colorado, last registered with IWP WEALTH MANAGEMENT LLC.

How does Kenneth John O'brien charge for services?

Kenneth John O'brien's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is IWP WEALTH MANAGEMENT LLC?

IWP WEALTH MANAGEMENT LLC has approximately 28 employees and manages $3.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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