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Jennifer Louise Borthwick

WEALTH DESIGN CONSULTING, LLC·LARAMIE, Wyoming
Clean recordWEALTH DESIGN CONSULTING, LLC
505 S. 3RD STREET, LARAMIE, WY 82070CRD# 6366167Firm CRD# 133312

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jennifer Louise Borthwick · LARAMIE, WY
Registration
CRD #6366167 · WEALTH DESIGN CONSULTING, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jennifer Louise Borthwick is a registered financial advisor based in LARAMIE, Wyoming, affiliated with WEALTH DESIGN CONSULTING, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
WEALTH DESIGN CONSULTING, LLC
WEALTH DESIGN CONSULTING, LLC
AUM
$19M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at WEALTH DESIGN CONSULTING, LLC →
Services
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 6366167
Firm CRD# 133312
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jennifer Louise Borthwick offer?
Jennifer Louise Borthwick specializes in Investment Management. Contact their office in LARAMIE, Wyoming for a consultation.
What are Jennifer Louise Borthwick's credentials?
Jennifer Louise Borthwick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Louise Borthwick located?
Jennifer Louise Borthwick is based in LARAMIE, Wyoming, working with WEALTH DESIGN CONSULTING, LLC. Their office serves clients in the LARAMIE metropolitan area and surrounding communities.
How does Jennifer Louise Borthwick charge for services?
Jennifer Louise Borthwick'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 WEALTH DESIGN CONSULTING, LLC?
WEALTH DESIGN CONSULTING, LLC has approximately 3 employees and manages $19M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Dennis Coleman Cook
LARAMIE, WY

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