Desiree Ann Segler

Employer firm

Heirloom Wealth Management LLC CRD 292277

$1.11B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension 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

• 08/2008 → 04/2018
  Lpl Financial
  Denver, CO
• 05/2018 → 05/2025
  Ms Howell & Co
  Denver, CO
• 04/2018 → Present
  Heirloom Wealth Financial
  Englewood, CO

Previous Registrations

• 2014-06-02 → 2018-05-08
  Lpl Financial Llc
  Denver, CO
  Englewood, CO

Other Businesses

(1) SEPT 2014; SEGLER WEALTH MANAGEMENT, DENVER, CO; NON INVESTMENT RELATED; BUSINESS ENTITY FOR TAX PURPOSES; OWNER; GENERAL MANAGEMENT; DEVOTE 5 HRS/MONTH DURING NON MARKET HOURS; (2) INSURANCE AGENT. VARIOUS CARRIERS. NATIONAL INSURANCE LICENSE CARRIER. LIFE, ACCIDENT & HEALTH. 20 HOURS/MONTH OR LESS THAN 10% OF HER TIME. (3) OWNER OF DENVER DIVORCE FINANCIAL, LLC; OFFERS MEDICATION SERVICES; NON-INVESTMENT RELATED; SPENDS LESS THAN 10% OF HER TIME PER MONTH. (4) CONTRACTOR WITH HEIRLOOM TAX SOLUTIONS, LLC; PROVIDES TAX CONSULTING SERVICES; NON-INVESTMENT REALTED; SPENDS LESS THAN 10% OF HER TIME PER MONTH.

Exams

• S66 Uniform Combined State Law Examination
  2014-05-15
• S63 Uniform Securities Agent State Law Examination
  2006-08-02

Other Names

• Desiree Ann Greene
• Desiree A. Segler
• Desiree Ann Segler
• Desiree Segler