Unclaimed Profile

Tamara Jean Ward

IWP WEALTH MANAGEMENT LLC·DENVER, Colorado

Series 7, Series 63, Series 65Clean record19 years registeredIWP WEALTH MANAGEMENT LLC

2719 E. 3RD AVENUE, DENVER, CO 80206CRD# 4043336Firm CRD# 136314

Profile Verification

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

Identity

Tamara Jean Ward · DENVER, CO

Registration

CRD #4043336 · IWP WEALTH MANAGEMENT LLC · 19 years registered

Brand Profile

Not yet started

Career History

IWP WEALTH MANAGEMENT LLC

Mar 2012 – present

AUREUS ASSET MANAGEMENT, LLC

Feb 2007 – Nov 2011

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · February 9, 2007

Years registered · 19

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 Tamara Jean Ward offer?

Tamara Jean Ward specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in DENVER, Colorado for a consultation.

What are Tamara Jean Ward's credentials?

Tamara Jean Ward is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tamara Jean Ward located?

Tamara Jean Ward is based in DENVER, Colorado, working with IWP WEALTH MANAGEMENT LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.

How does Tamara Jean Ward charge for services?

Tamara Jean Ward'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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