Andrew Ramsey Kelleher
Investment adviser representative at Denver Pwm, LLC
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$524.4MFirm 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
16 years in the industry.
- Denver Pwm, LLCJan 2023 to now
- Vista Private Wealth Partners, LLCJan 2023 to now
- Charles Schwab & Co., IncAug 2019 to Jan 2023
- Charles Schwab Bank, SsbAug 2019 to Jan 2023
- Lincoln Financial DistributorsApr 2018 to Jul 2019
- Jackson National Life DistributorsFeb 2010 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2013
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CO).
Denver Pwm, LLC
$524.4MAssets managed
221Clients
7Advisers
12 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
- 5717246
- Firm CRD
- 171139