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Inactive

Kemper Lee Baum

Financial Security Management, Inc

Lakewood, CO

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Current Employers
Financial Security Management, Inc

2535 S Lewis Way Suite 201, Lakewood, CO 80227-6551 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-07-07
  • CO RA
    APPROVED
    Since 2025-07-07

Branch Locations

2535 S Lewis Way Suite 201, Lakewood, CO 80227-6551 • 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
Financial Security Management Lakewood CO 05/2025 Present
The Wealth Conservancy Boulder CO 02/2024 04/2025
Elevations Credit Union Boulder CO 08/2023 03/2024
First Corked, Llc Boulder CO 06/2023 01/2024
Student Boulder CO 07/2021 05/2024
Student San Diego CA 08/2019 07/2021
Us Navy San Diego CA 08/2013 08/2019
  • 05/2025 → Present
    Financial Security Management
    Lakewood, CO
  • 02/2024 → 04/2025
    The Wealth Conservancy
    Boulder, CO
  • 08/2023 → 03/2024
    Elevations Credit Union
    Boulder, CO
  • 06/2023 → 01/2024
    First Corked, Llc
    Boulder, CO
  • 07/2021 → 05/2024
    Student
    Boulder, CO
  • 08/2019 → 07/2021
    Student
    San Diego, CA
  • 08/2013 → 08/2019
    Us Navy
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-07
  • S65 Uniform Investment Adviser Law Examination
    2025-07-07

View on SEC IAPD

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Other Offices

EDWARD JONES · LAKEWOOD, CO
ALLSTATE FINANCIAL ADVISORS, LLC · Lakewood, CO
STATE FARM INVESTMENT MANAGEMENT CORP. · LAKEWOOD, CO
EDWARD JONES · LAKEWOOD, CO
WELLS FARGO CLEARING SERVICES, LLC · LAKEWOOD, CO
CETERA INVESTMENT ADVISERS LLC · LAKEWOOD, CO
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · LAKEWOOD, CO
PFS INVESTMENTS INC. · LAKEWOOD, CO

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