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Featured Business Financial Advisor in Greenwood Village, CO
Greenwood Village Financial Advisors
Life Certain Wealth Strategies
8400 E Prentice Ave., Suite 715
Greenwood Village, CO 80111
(303) 793-3999
“Discover the Fiduciary Difference! (TM)”
Advisor Profile
Herb White, CFP
Name:  Herb White, CFP
Phone Number:  (303) 793-3999
Website:  Visit Website
Disclaimer
Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. Member FINRA, SIPC and Registered Investment Adviser. Life Certain Wealth Strategies, LLC and Woodbury Financial Services, Inc are not affiliated entities

About Life Certain Wealth Strategies

When your life savings are at stake, you need advice you can trust. You need a financial advisor who is objective; someone who is not paid more to sell you one product rather than another. You need a relationship with a firm that promises always to put your interest first, a firm with proven experience and the right credentials. Life Certain Wealth Strategies, LLC. offers you all this and much more.
 

General Information

States Willing to do Business in:    Boulder,Littleton,Arvada,Castle Rock,Denver,Brighton,Westminster,Englewood,Aurora,Broomfield,Golden,CO
Name of Broker/Dealer:    Woodbury Financial Services, Inc.
I work with the following types of clients:    Businesses, Individual Investors, Non-Profit Organizations
Number of Years with Current Firm:    11
Name of Custodial Firm:    Pershing, LLC
States Licensed in:    CO, AK, NY, NJ, IL, IN, OH, FL, CA, GA, KS, NM, TX, WY, AZ
Firm CRD#:    421
Work Experience:    experienced Certified Financial Planner Practitioner. I employ the 6 step financial planning process endorsed by the Certified Financial Planner Board of Standards and adhere to their code of ethics
CRD#:    3125223
Foreign Languages Serviced:    Spanish
Gender:    Male
Years of Experience in Financial Services:    18
 

Education

Academic Background
 
BA, Economics MBA
 

Services

I can meet clients in the following ways:    At my office
Investment Types:    Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI), Options
 

Qualifications & Memberships

Financial Organization Memberships:    Paladin Registry, Million Dollar Roundtable, Financial Planning Association (FPA), National Association of Insurance and Financial Advisors (NAIFA)
Insurance and Annuity Licenses:    Variable Life, Variable Annuity
Securities Licenses:    Series 4, Series 7, Series 24, Series 63, Series 65
Certifications, Accreditations & Designations:    MBA
 

Firm Information

Firm's Number of Managed Clients:    139
Firm's Number of Planning Clients:    84
Firm's Number of Clients:    245
Advisor's Number of Clients:    98
Assets Managed by Advisor:    $150,000,000
 

Compliance

Investment Advisor Representative:    Yes
Registered Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    Fee-Based (Fee and Commissions)
Minimum Fee Charged for Managed Accounts:    N/A
Compensation Methods:    Based on Assets, Hourly, Flat Fee, Commissions
Fee % Based on Assets:    0.95%
 
 
 

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