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Roger David Hennefeld

Obermeyer Wealth Partners

Aspen, CO

CRD 1459199

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Employer firm

Obermeyer Wealth Partners CRD 110069

$3.03B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Obermeyer Wealth Partners

501 Rio Grande Place Suite 107, Aspen, CO 81611 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 1999-01-01
  • CO RA
    APPROVED
    Since 1999-01-01

Branch Locations

501 Rio Grande Place Suite 107, Aspen, CO 81611 • 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
Obermeyer Wood Investment Counsel, Lllp Aspen CO 02/2008 Present
  • 02/2008 → Present
    Obermeyer Wood Investment Counsel, Lllp
    Aspen, CO
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ASPEN, CO
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INTEGRATED BENEFITS, INCORPORATED · Aspen, CO

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