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Elizabeth Wilder

Heirloom Wealth Management LLC

Greenwood Village, CO

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Current Employers
Heirloom Wealth Management Llc

6400 S Fiddlers Green Circle Suite 1970, Greenwood Village, CO 80111 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-08-19
  • CO RA
    APPROVED
    Since 2026-08-19

Branch Locations

6400 S Fiddlers Green Circle Suite 1970, Greenwood Village, CO 80111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Inc. Denver CO 08/2025 08/2026
Jeffco Public Schools Lakewood CO 09/2020 05/2025
Wealthplan Partners Omaha NE 07/2016 07/2022
Heirloom Wealth Management Llc Denver CO 08/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-26
  • S66 Uniform Combined State Law Examination
    2026-02-26
Other Names
  • Elizabeth F Heldt
  • Elizabeth F Wilder
  • Elizabeth Frances Wilder

View on SEC IAPD

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DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
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RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
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