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Dana Lyn Nightingale

Obermeyer Wealth Partners

Aspen, CO

Denver, CO

CRD 6164005

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Employer firm

Obermeyer Wealth Partners CRD 110069

$3.03B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Obermeyer Wealth Partners

501 Rio Grande Place Suite 107, Aspen, CO 81611 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2013-03-20
  • CO RA
    APPROVED
    Since 2013-03-20

Branch Locations

501 Rio Grande Place Suite 107, Aspen, CO 81611 • United States

200 Columbine Street Suite 600, Denver, CO 80206 • 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
Obermeyer Wood Investment Counsel, Lllp Denver CO 09/2012 Present
  • 09/2012 → Present
    Obermeyer Wood Investment Counsel, Lllp
    Denver, CO
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • Dana Lyn Gleason
  • Dana Lyn Gleason

View on SEC IAPD

Nearby Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STEVENSON ADVISORS, LLC
INTEGRATED BENEFITS, INCORPORATED

Nearby Investors

Jeffrey Allan Sgroi
ADAM STEVENSON
SARAH KATHERINE STACHNIK

Nearby Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ASPEN, CO
STEVENSON ADVISORS, LLC · ASPEN, CO
INTEGRATED BENEFITS, INCORPORATED · Aspen, CO

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