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Yizeth Fernanda Almemar

Trailwise Financial Partners, LLC

Golden, CO

Golden, CO

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Current Employers
Trailwise Financial Partners, Llc

1536 Cole Boulevard Suite 205, Golden, CO 80401 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-01-17
TX RA APPROVED 2022-12-20
  • CO RA
    APPROVED
    Since 2025-01-17
  • TX RA
    APPROVED
    Since 2022-12-20

Branch Locations

1536 Cole Boulevard Suite 205, Golden, CO 80401 • United States

1536 Cole Boulevard Suite 205, Golden, CO 80401 • 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
Commonwealth Financial Network (Dba: Summit Wealth Group) Lakewood CO 03/2015 11/2019
Trailwise Financial Partners Denver CO 01/2020 Present
  • 03/2015 → 11/2019
    Commonwealth Financial Network (Dba: Summit Wealth Group)
    Lakewood, CO
  • 01/2020 → Present
    Trailwise Financial Partners
    Denver, CO
Other Businesses

07/2021- NOVATRAK, LLC. MANAGING MEMBER. PROPRIETARY WEB BASED SOFTWARE SOLUTION FOR FINANCIAL PLANNING. ASSISTS WITH BUSINESS DEVELOPMENT AND STRATEGY. SPENDS LESS THAN 15% OF TIME EACH MONTH.

Designations
Other Names
  • Yizeth Fernanda Acevedo Pena

View on SEC IAPD

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