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Casey Nicole Ahrendsen

Ep Wealth Advisors

Denver, CO

Torrance, CA

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Current Employers
Ep Wealth Advisors

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-09-11
CO RA APPROVED 2023-09-11
  • CA RA
    APPROVED
    Since 2023-09-11
  • CO RA
    APPROVED
    Since 2023-09-11

Branch Locations

7800 E Union Ave, Suite 520|, Denver, CO 80237 • United States

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • 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
University Of San Diego San Diego CA 09/2017 05/2021
La Jolla Beach & Tennis Club San Diego CA 05/2019 03/2020
Ssa Group Colorado Springs CO 05/2018 09/2018
Adventures Out West Colorado Springs CO 05/2017 09/2017
Unemployed Colorado Springs CO 09/2011 05/2017
Unemployed San Antontio TX 05/2021 08/2021
Capital Group - American Funds Distributors, Inc. San Antonio TX 08/2021 09/2022
Capital Group - American Funds Distributors, Inc. San Antonio TX 09/2022 06/2023
Ep Wealth Advisors, Llc. Denver CA 06/2023 09/2024
Ep Wealth Advisors, Llc Denver CO 09/2024 10/2025
Ep Wealth Advisors, Llc Denver CO 10/2025 Present
  • 09/2017 → 05/2021
    University Of San Diego
    San Diego, CA
  • 05/2019 → 03/2020
    La Jolla Beach & Tennis Club
    San Diego, CA
  • 05/2018 → 09/2018
    Ssa Group
    Colorado Springs, CO
  • 05/2017 → 09/2017
    Adventures Out West
    Colorado Springs, CO
  • 09/2011 → 05/2017
    Unemployed
    Colorado Springs, CO
  • 05/2021 → 08/2021
    Unemployed
    San Antontio, TX
  • 08/2021 → 09/2022
    Capital Group - American Funds Distributors, Inc.
    San Antonio, TX
  • 09/2022 → 06/2023
    Capital Group - American Funds Distributors, Inc.
    San Antonio, TX
  • 06/2023 → 09/2024
    Ep Wealth Advisors, Llc.
    Denver, CA
  • 09/2024 → 10/2025
    Ep Wealth Advisors, Llc
    Denver, CO
  • 10/2025 → Present
    Ep Wealth Advisors, Llc
    Denver, CO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-14
  • S66 Uniform Combined State Law Examination
    2022-05-14
Designations

View on SEC IAPD

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