Unclaimed Profile

Jenny Marie Dudrey

PLATTE RIVER WEALTH ADVISORS, LLC·LOUISVILLE, Colorado

SIE, Series 7, Series 9, Series 10, Series 63, Series 65Clean record20 years registeredPLATTE RIVER WEALTH ADVISORS, LLC

726 FRONT STREET, LOUISVILLE, CO 80027CRD# 2810072Firm CRD# 304224

Profile Verification

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

Identity

Jenny Marie Dudrey · LOUISVILLE, CO

Registration

CRD #2810072 · PLATTE RIVER WEALTH ADVISORS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

LIDO

Dec 2024 – present

PLATTE RIVER WEALTH ADVISORS, LLC

Jul 2019 – Feb 2025

LOUISVILLE, CO

WELLS FARGO CLEARING SERVICES, LLC

Jul 2014 – Jul 2019

BOULDER, CO

AMERIPRISE FINANCIAL SERVICES, INC.

Oct 2011 – Apr 2013

BROOMFIELD, CO

WELLS FARGO ADVISORS, LLC

Jan 2011 – Feb 2011

BOULDER, CO

WELLS FARGO INVESTMENTS, LLC

Jan 2006 – Jan 2011

BOULDER, CO

MORGAN STANLEY

Nov 2005 – Jan 2006

NAPA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · November 9, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PLATTE RIVER WEALTH ADVISORS, LLC

CRD 304224 · SEC 801-116915

AUM

$544M

Regulatory assets under management

Employees

281 client accounts

Services offered by PLATTE RIVER WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PLATTE RIVER WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jenny Marie Dudrey offer?

Jenny Marie Dudrey specializes in Financial Planning, Investment Management. Contact their office in LOUISVILLE, Colorado for a consultation.

What are Jenny Marie Dudrey's credentials?

Jenny Marie Dudrey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jenny Marie Dudrey located?

Jenny Marie Dudrey is based in LOUISVILLE, Colorado, working with PLATTE RIVER WEALTH ADVISORS, LLC. Their office serves clients in the LOUISVILLE metropolitan area and surrounding communities.

How does Jenny Marie Dudrey charge for services?

Jenny Marie Dudrey's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PLATTE RIVER WEALTH ADVISORS, LLC?

PLATTE RIVER WEALTH ADVISORS, LLC has approximately 3 employees and manages $544M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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