Devin Elizabeth Geddings

Employer firm

Rw Investment Management LLC CRD 282707

$1.73B regulatory AUM 1 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

• 01/2017 → Present
  Rw Investment Management Llc Dba Rw Investment Management
  Boise, ID
• 08/2016 → 12/2016
  Unemployed
  Boise, ID
• 01/2019 → Present
  Rw Investment Management Llc Dba Rw Investment Management
  Boise, ID

Previous Registrations

• 2015-08-12 → 2015-11-16
  Cetera Advisors Llc
  Boise, ID
• 2014-09-15 → 2015-06-22
  Capital Financial Group, Inc.
  Boise, ID

Other Businesses

1. Idaho Resident Insurance Producer; NIR; Insurance; Insurance Agent; 03/21/2022; hours/month: 0/month; hours during trading: 0; General Insurance Work. 2. Wings for Widows; Investment Related; Wayzata, MN; Volunteer, Pro-bono financial planner for widows; Start date: 11/2023; Hours Per Month: 1 3. Boise Estate Planning Council - Board Member; not investment related; 08/01/2023; Local group of professionals who meet monthly for educational seminars and networking. 4. Boise Schools; Board Member on executive committee who meet monthly to make updates on grants, investments, etc.; 10/2024

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-08-11
• S65 Uniform Investment Adviser Law Examination
  2014-09-15

Designations

• Certified Financial Planner

Other Names

• Devin E Geddings