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Luke Terwilliger Laflam

Heirloom Wealth Management LLC

Greenwood Village, CO

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Current Employers
Heirloom Wealth Management Llc

6400 S Fiddlers Green Circle Suite 1970, Greenwood Village, CO 80111 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-09-09
  • CO RA
    APPROVED
    Since 2025-09-09

Branch Locations

6400 S Fiddlers Green Circle Suite 1970, Greenwood Village, CO 80111 • 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
Cherry Creek School District Greenwood Village CO 11/2022 06/2025
Slammers Baseball Englewood CO 06/2024 09/2024
Arizona State University Tempe AZ 09/2018 06/2022
Heirloom Wealth Management Llc Greenwood Village` CO 09/2025 Present
Grandview High School Aurora CO 08/2014 06/2018
Unemployed Aurora CO 06/2022 11/2022
  • 11/2022 → 06/2025
    Cherry Creek School District
    Greenwood Village, CO
  • 06/2024 → 09/2024
    Slammers Baseball
    Englewood, CO
  • 09/2018 → 06/2022
    Arizona State University
    Tempe, AZ
  • 09/2025 → Present
    Heirloom Wealth Management Llc
    Greenwood Village`, CO
  • 08/2014 → 06/2018
    Grandview High School
    Aurora, CO
  • 06/2022 → 11/2022
    Unemployed
    Aurora, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-26
  • S65 Uniform Investment Adviser Law Examination
    2025-08-26

View on SEC IAPD

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Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

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