Aleda Sedgwick Kresge

Current Employers

Employment History

• 11/2003 → Present
  Lpl Financial, Llc
  Frisco, CO
• 06/2016 → Present
  Western Wealth Management Llc
  Frisco, CO

Previous Registrations

• 2015-02-02 → 2016-06-22
  Western Wealth Management Llc
  Frisco, CO
  Golden, CO
• 1999-01-01 → 2003-11-24
  Veravest Investment Advisors, Inc.
  Frisco, CO

Other Businesses

(1) 08/06/2004: ALEDA S. KRESGE, CFP(R), INC - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) (2) 03/21/2006: AFFINITY WEALTH MANAGEMENT GROUP - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) (3) 02/24/2012: COPPER MT RESORT - INOT IVN REL - TEACHER/INSTRUCTOR - 5% OF TIME SPENT - SKI INSTRUCTOR (4) 02/11/2015: WESTERN WEALTH MANAGEMENT, LLC - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR HYBRID - START 01/23/2015 - 120 HR/MO ALL DURING SECS TRDG HRS - ACTIVITIES MAY INCLUDE FINANCIAL PLANNING, RENDERING INVESTMENT ADVISE FOR A FEE, RETIREMENT PLANNING CONSULTING OR OTHER RELATED FINANCIAL CONSULTING (5) 10/26/2016: No Business Name - Notary - Investment Related - 113 CR 1041 Frisco, CO 80443 - Start 01/01/2000 - 1 Hr/Mo; 0 Hour(s) During Securities Trading - Notary Public, No Charge (6) 8/10/2018 - No Business Name - Investment Related - NA - Other-Promissory note - Start Date:04/05/2017 - 1 Hours Per Month/0 Hours During Trading. (7) 12/30/2021 - No Business Name - Investment Related - Copper Mountain, CO - Real Estate Rental - Start Date 12/15/2021 - 10 Hours Per Month/5 Hours During Securities Trading - Rental property that is listed on Air BnB and other platforms. (8) 07/11/2022 - No Business Name - Not Investment Related - Home Based - Act in a Fiduciary Capacity - Start Date - 01/13/2022 - 5 Hours Per Month/5 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-12-09
• S63 Uniform Securities Agent State Law Examination
  1990-04-09

Other Names

• Aleda S Kresge