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Brian Rodney Littlejohn

Sherwood Wealth Management

Basalt, CO

CRD 5895687

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Employer firm

Sherwood Wealth Management CRD 172687

$30.2M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Sherwood Wealth Management

310 Market St, Basalt, CO 81621 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2018-09-14
  • CO RA
    APPROVED
    Since 2018-09-14

Branch Locations

310 Market St, Basalt, CO 81621 • 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
Sherwood Investment Management Llc Petaluma CA 06/2014 Present
Opus Financial Solutions Llc Downers Grove IL 01/2024 Present
Previous Registrations
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

FINESSE FUNDS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WESTERN WEALTH MANAGEMENT LLC

Nearby Investors

KENNETH BALLARD RANSFORD
Eli LaVaude
ANDREA NICHOLE GURULE

Nearby Offices

FINESSE FUNDS, LLC · BASALT, CO
STATE FARM INVESTMENT MANAGEMENT CORP. · Basalt, CO
WESTERN WEALTH MANAGEMENT LLC · Basalt, CO

More in Basalt, CO

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