Best Investors Account Sign in
Inactive

John William Hercher

Platte West Wealth Management, LLC

Castle Pines, CO

CRD 1390880

Claim This Profile
Employer firm

Platte West Wealth Management, LLC CRD 158954

$25.5M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

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

Current Employers
Platte West Wealth Management, Llc

Castle Pines, CO • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-08-04
  • CO RA
    APPROVED
    Since 2025-08-04

Branch Locations

Castle Pines, CO • 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
Hercher & Co. Pc Castle Pines CO 05/1985 Present
  • 05/1985 → Present
    Hercher & Co. Pc
    Castle Pines, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-01-25
  • S65 Uniform Investment Adviser Law Examination
    2012-01-25
Other Names
  • Jack Hercher

View on SEC IAPD

More in Castle Pines, CO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor