Michael Denison (CRD# 6416388) is an Investment Advisor Representative working at Money Concepts Advisory Service in Denver, CO and has over 7 years of experience in the finance industry. Michael Denison has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2520368
Ubs Financial Services Inc.
CRD# 1130816
Lpl Financial LLC
CRD# 5400593
Empower Advisory Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Money Concepts Capital Corp | Palm Beach Gardens, FL | Jul 2020 - Current | 3 |
| Aspen Grove Financial Strategies LLC | Golden, CO | Nov 2017 - Current | 6 |
| Eagle Strategies LLC | Fort Collins, CO | Sep 2017 - Jul 2020 | 2 |
| Nylife Securities LLC | Arvada, CO | Nov 2014 - Jul 2020 | 5 |
| New York Life Insurance Co | Arvada, CO | Nov 2014 - Jul 2020 | 5 |
| Unemployed | Denver, CO | Jun 2014 - Oct 2014 | < 1 |
| American Recreation Products | Boulder, CO | Oct 2009 - Jun 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2017 |
- CO
-
Total Assets Under Management2,904MILLIONS
-
Total Number of Accounts14,363ACCOUNTS
-
Average Account Value$202,187
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
VI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.