Anthony Kenneth Mceahern
Investment adviser representative at Gilpin Wealth Management LLC
26 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$227.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
26 years in the industry.
- Gilpin Wealth Management LLCDec 2020 to now
- Taxwise Connection LLCDec 2000 to now
- Cresset Asset Management, LLCNov 2018 to Feb 2020
- Wells Fargo Clearing Services, LLCNov 2016 to Oct 2018
- Wells Fargo Advisors LLCJan 2011 to Nov 2016
- Wells Fargo BankSep 2001 to Oct 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Gilpin Wealth Management LLC
$227.2MAssets managed
191Clients
4Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4494265
- Firm CRD
- 311336