Robin Depies (CRD# 6420014) is an Investment Advisor Representative working at Redwood Private Wealth in Colorado Springs, CO and has over 8 years of experience in the finance industry.
CRD# 2202065
Adelmann Financial, Inc.
CRD# 6728761
T. Rowe Price Advisory Services, Inc.
CRD# 5836179
T. Rowe Price Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Redwood Private Wealth LLC | Phoenix, AZ | Jun 2022 - Current | 1 |
| Confidence In Clarity LLC | Colorado Springs, CO | May 2021 - Current | 2 |
| Heartfelt Financial Solutions, LLC | Colorado Springs, CO | Jan 2021 - Current | 3 |
| Horter Investment Management, LLC | Cincinnati, OH | Jun 2020 - Jun 2022 | 2 |
| J.w. Cole Financial, Inc. | Tampa, FL | Nov 2017 - Jun 2020 | 2 |
| J.w. Cole Advisors, Inc. | Tampa, FL | Nov 2017 - Jun 2020 | 2 |
| Mml Investors Services, LLC | Colorado Springs, CO | Mar 2017 - Nov 2017 | < 1 |
| Massachusetts Mutual Life Insurance Company | Springfield, MA | Jul 2016 - Nov 2017 | 1 |
| Metlife Securities Inc. | Colorado Springs, CO | Feb 2016 - Nov 2017 | 1 |
| Depies Enterprise | Colorado Springs, CO | Nov 2013 - Mar 2016 | 2 |
| Nova Financial LLC | Co Springs, CO | May 2015 - Feb 2016 | < 1 |
| Mutual Securities, Inc. | Camarillo, CA | Jan 2015 - Dec 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2015 |
- CO
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Total Assets Under Management268MILLIONS
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Total Number of Accounts1,788ACCOUNTS
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Average Account Value$149,643
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI
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