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William Michael Brennan

Park Hill Financial Planning & Investment Management, LLC

Denver, CO

CRD 7001737

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Employer firm

Park Hill Financial Planning & Investment Management, LLC CRD 326639

$69.3M regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Park Hill Financial Planning & Investment Management, Llc

Denver, CO • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2023-07-25
  • CO RA
    APPROVED
    Since 2023-07-25

Branch Locations

Denver, CO • 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
Northern Trust Chicago IL 03/2014 09/2017
Sabbatical Naperville IL 09/2017 07/2018
Stordahl Capital Management Greenwood Village CO 08/2018 01/2021
All Season Financial Advisors Denver CO 01/2021 06/2023
Park Hill Financial Planning & Investment Management, Llc Denver CO 06/2023 Present
  • 03/2014 → 09/2017
    Northern Trust
    Chicago, IL
  • 09/2017 → 07/2018
    Sabbatical
    Naperville, IL
  • 08/2018 → 01/2021
    Stordahl Capital Management
    Greenwood Village, CO
  • 01/2021 → 06/2023
    All Season Financial Advisors
    Denver, CO
  • 06/2023 → Present
    Park Hill Financial Planning & Investment Management, Llc
    Denver, CO
Previous Registrations
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst

View on SEC IAPD

More in Denver, CO

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