Robin Lou Depies

Current Employers

Employment History

• 02/2016 → 11/2017
  Metlife Securities Inc
  Colorado Springs, CO
• 07/2016 → 11/2017
  Massachusetts Mutual Life Insurance Company
  Springfield, MA
• 03/2017 → 11/2017
  Mml Investors Services, Llc
  Colorado Springs, CO
• 11/2017 → 06/2020
  J.W. Cole Financial, Inc.
  Tampa, FL
• 11/2017 → 06/2020
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 06/2020 → 06/2022
  Horter Investment Management, Llc
  Cincinnati, OH
• 01/2021 → Present
  Heartfelt Financial Solutions, Llc
  Colorado Springs, CO
• 05/2021 → Present
  Confidence In Clarity Llc
  Colorado Springs, CO
• 06/2022 → Present
  Redwood Private Wealth Llc
  Phoenix, AZ
• 04/2025 → Present
  Brookwood Investment Group
  Colorado Springs, CO

Previous Registrations

• 2022-06-10 → 2025-03-31
  Redwood Private Wealth
  Colorado Springs, CO
  Phoenix, AZ
• 2020-06-12 → 2022-06-13
  Horter Investment Management, Llc
  Colorado Springs, CO
  Cincinnati, OH
  Colorado Springs, CO
  Colorado Springs, CO
• 2017-11-22 → 2020-06-08
  J. W. Cole Advisors, Inc.
  Colorado Springs, CO
  Tampa, FL
• 2017-03-25 → 2017-11-27
  Mml Investors Services, Llc
  Colorado Springs, CO
• 2016-09-26 → 2017-03-25
  Msi Financial Services, Inc.
  Colorado Springs, CO
• 2015-05-12 → 2016-02-11
  Nova Financial Services
  Colorado Springs, CO

Other Businesses

1). The Name of the other business: Heartfelt Financial Solutions, LLC Investment Related?: Yes Address of other business: 333 Cheyenne Blvd, Colorado Springs, CO 80905 Nature of other business: Financial Services Your position: Owner / Consultant; Start Date: 01/15/2021 How many hours you devote to the other business per month: 40 How many hours you devote to the other business during securities trading hours: 40 Briefly describe your duties: Consulting with Businsess, Individuals, and Families on Good Financial Habits, cash flow, income, and expenses. Discuss and strategize how to streamline processes, lower, expenses, increase income, and increase savings. 2). The Name of the other business: Independent Licensed Insurance Producer Investment Related?: Yes Address of other business: 333 Cheyenne Blvd, Colorado Springs, CO 80905 Nature of other business: Life Insurance, Disability Insurance, LTC & Annuities Sales Your position: Independent Producer Start Date: 02/2015 How many hours you devote to the other business per month: 10 How many hours you devote to the other business during securities trading hours: 10 Briefly describe your duties: Sales of Life Insurance, Disability Insurance, LTC & Annuities 3). The Name of the other business: Independent Medicare Broker Investment Related?: Yes Address of other business: 333 Cheyenne Blvd, Colorado Springs, CO 80905 Nature of other business: Medicare Insurance Your position: Independent Medicare broker Start Date: 06/2019 How many hours you devote to the other business per month: 8 How many hours you devote to the other business during securities trading hours: 4 Briefly describe your duties: Medicare Education and Enrollment. 4). The Name of the other business: Confidence In Clarity, LLC Investment Related?: No Address of other business: 333 Cheyenne Blvd, Colorado Springs, CO 80905 Nature of other business: Consulting Services Your position: Owner / Consultant; Start Date: 05/2021 How many hours you devote to the other business per month: 5 How many hours you devote to the other business during securities trading hours: 5 Briefly describe your duties: Divorce Coaching and Planning

Exams

• S66 Uniform Combined State Law Examination
  2015-05-07

Other Names

• Robin Lou Watry
• Robin L Schmitz