Desiree Ann Segler
Investment adviser representative at Heirloom Wealth Management LLC
17 yearsExperience
1 stateRegistered in
$1.1BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed 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
17 years in the industry.
- Heirloom Wealth Management LLCMay 2018 to now
- Heirloom Wealth FinancialApr 2018 to now
- Ms Howell & CoMay 2018 to May 2025
- LPL FinancialAug 2008 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (CO).
Heirloom Wealth Management LLC
$1.1BAssets managed
853Clients
19Advisers
8 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
- 5105363
- Firm CRD
- 292277