Unclaimed Profile

Sharon Lee Gaare

HIGHWATER WEALTH MANAGEMENT LLC·GLENDALE, Colorado

Clean recordHIGHWATER WEALTH MANAGEMENT LLC

650 S CHERRY STREET, GLENDALE, CO 80246CRD# 4381013Firm CRD# 157237

Profile Verification

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

Identity

Sharon Lee Gaare · GLENDALE, CO

Registration

CRD #4381013 · HIGHWATER WEALTH MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Sharon Lee Gaare is a registered financial advisor based in GLENDALE, Colorado, affiliated with HIGHWATER WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

HIGHWATER WEALTH MANAGEMENT LLC

AUM

$181M

Regulatory assets under management

Employees

Total firm employees

View all advisors at HIGHWATER WEALTH MANAGEMENT LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 4381013

Firm CRD# 157237

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Frequently Asked Questions

What services does Sharon Lee Gaare offer?

Sharon Lee Gaare specializes in Financial Planning, Investment Management. Contact their office in GLENDALE, Colorado for a consultation.

What are Sharon Lee Gaare's credentials?

Sharon Lee Gaare is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sharon Lee Gaare located?

Sharon Lee Gaare is based in GLENDALE, Colorado, working with HIGHWATER WEALTH MANAGEMENT LLC. Their office serves clients in the GLENDALE metropolitan area and surrounding communities.

How does Sharon Lee Gaare charge for services?

Sharon Lee Gaare's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HIGHWATER WEALTH MANAGEMENT LLC?

HIGHWATER WEALTH MANAGEMENT LLC has approximately 4 employees and manages $181M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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