Michael Anthony Coleman

Employer firm

Western Wealth Management LLC CRD 283545

$5.36B regulatory AUM 39 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2009 → 02/2017
  Ameriprise Financial Services, Inc.
  Boulder, CO
• 03/2017 → Present
  Lpl Financial, Llc
  Golden, CO
• 03/2017 → Present
  Western Wealth Management, Llc
  Golden, CO

Previous Registrations

• 2009-10-05 → 2017-03-06
  Ameriprise Financial Services, Llc
  Boulder, CO
• 2009-05-28 → 2009-10-05
  Ameriprise Advisor Services, Inc.
  Boulder, CO
• 2004-10-22 → 2009-05-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boulder, CO
  Boulder, CO
• 2002-12-06 → 2004-10-29
  Piper Sandler & Co.
  Boulder, CO
• 2001-04-18 → 2002-12-10
  Wells Fargo Investments, Llc
  Broomfield, CO

Other Businesses

1. 03/02/2017 - WOODLAKE WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ GOLDEN, CO. 2. 3/6/2017 - Western Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 3/02/2017 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Western Wealth Management, an independent investment advisor firm. I started this business activity in March 2017. I expect to spend approximately 160 hours per month on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 3/15/2017 - Western Wealth Management, LLC - DBA: Woodlake Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 03/02/2017 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Western Wealth Management, an independent investment advisor firm. I started this business activity in March 2017. I expect to spend approximately 160 hours per month on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-03
• S63 Uniform Securities Agent State Law Examination
  1999-07-09