Palmer C Mahoney

Employer firm

Weaver Consulting Group, LLC CRD 287895

$1.05B regulatory AUM 5 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 05/2023
  Student
  Denver, CO
• 06/2023 → 01/2024
  Emich Kia
  Denver, CO
• 01/2024 → 03/2025
  Student
  Eugene, OR
• 04/2025 → Present
  Weaver Consulting Group, Llc
  Huntington Beach, CA
• 11/2025 → Present
  Weaver Consulting Group, Llc
  Huntington Beach, CA

Other Businesses

I recently obtained my California and Colorado Life and Health insurance license. Though I have not sold any policies, I am capable of doing so. This role exists at the same firm I'm applying to become an IAR for (Weaver Consulting Group, LLC). I am appointed as an agent to sell life insurance policies only through Ashe Brokerage.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-31