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Jennifer Louise Borthwick

WEALTH DESIGN CONSULTING, LLC·LARAMIE, Wyoming
Series 65Clean record11 years registeredWEALTH 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 · 11 years registered
Brand Profile
Not yet started
01

Career History

WEALTH DESIGN CONSULTING, LLC
May 2015 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · May 5, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WEALTH DESIGN CONSULTING, LLC
CRD 133312 · SEC 801-67331
AUM
$19M
Regulatory assets under management
Employees
3
83 client accounts
Services offered by WEALTH DESIGN CONSULTING, LLC
Per Form ADV
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at WEALTH DESIGN CONSULTING, LLC →
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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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Other Advisors at WEALTH DESIGN CONSULTING, LLC

Dennis Coleman Cook
LARAMIE, WY

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