Emily Kathleen Biehler

Employer firm

Trailwise Financial Partners, LLC CRD 323530

$145M regulatory AUM 22 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• CONSULTING

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

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

Current Employers

Employment History

• 01/2013 → 10/2019
  Commonwealth Finanical Newtwork
  Waltham, MA
• 01/2013 → 10/2019
  Summit Wealth Group
  Lakewood, CO
• 11/2019 → 12/2022
  Lpl Financial, Llc
  Arvada, CO
• 10/2022 → Present
  Trailwise Financial Partners, Llc
  Arvada, CO

Previous Registrations

• 2019-11-18 → 2022-12-16
  Lpl Financial Llc
  Arvada, CO
  Highlands Ranch, CO
  Arvada, CO
• 2013-05-01 → 2019-11-19
  Commonwealth Financial Network
  Lakewood, CO
• 2012-09-28 → 2012-12-17
  Mml Investors Services, Llc
  Lubbock, TX

Other Businesses

1. 11/18/2019 - No Business Name - Investment Related - At Reported Business Location(s) - Other-NOTARY PUBLIC - Started 09/2016 - 1 Hour Per Month. 2. 9/9/2021 - Sage Brush Properties, LLC - Investment Related - Buena Vista, CO 81211 - Real Estate Rental - Started 10/01/2021 - 2 Hours Per Month/0 Hours During Securities Trading - Short-term rental. 3. 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.

Exams

• S66 Uniform Combined State Law Examination
  2012-09-24

Designations

• Certified Financial Planner

Other Names

• Emily Bromley
• Emily Kathleen Bromley