Joseph Matthew Garry
Investment adviser representative at Denver Wealth Management, Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$529.8MFirm 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
Experience
12 years in the industry.
- Denver Wealth Management, Inc.Nov 2023 to now
- Northwestern Mutual Investment Services LLCJun 2022 to Aug 2023
- Northwestern Mutual Life Insurance CompanyMay 2021 to Aug 2023
- Hummingbird Outdoor ServicesJun 2020 to Aug 2020
- Ohio UniversityAug 2018 to May 2022
- Swimsafe Pool ManagementMay 2016 to Aug 2019
- Walnut Hils High SchoolAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CO).
Denver Wealth Management, Inc.
$529.8MAssets managed
986Clients
12Advisers
7 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
- 7320294
- Firm CRD
- 284868