Unclaimed Profile

Jenny Marie Dudrey

PLATTE RIVER WEALTH ADVISORS, LLC·LOUISVILLE, Colorado

Clean recordPLATTE 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jenny Marie Dudrey is a registered financial advisor based in LOUISVILLE, Colorado, affiliated with PLATTE RIVER WEALTH ADVISORS, 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

Speak with Jenny

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jenny is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

PLATTE RIVER WEALTH ADVISORS, LLC

AUM

$544M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PLATTE RIVER WEALTH ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2810072

Firm CRD# 304224

View on FINRA BrokerCheck →

Looking for a financial advisor in LOUISVILLE?

Browse all registered financial advisors in LOUISVILLE, Colorado or claim this profile if it's yours.

Browse LOUISVILLE Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →