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Colleen Marie Denzler

Loomis, Sayles & Company, LP

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About Colleen Marie Denzler

Colleen Denzler is a registered investment advisor representative with Loomis, Sayles & Company, LP. Colleen has been in the securities industry since 1994. Previously, Colleen was employed with ALPS DISTRIBUTORS, INC., JANUS DISTRIBUTORS LLC, AMERICAN CENTURY INVESTMENT SERVICES INC., CALVERT DISTRIBUTORS, INC., and THE ADVISORS GROUP, INC. Colleen has a series 7, 63, and 66 registration.

Firm Information

Colleen Denzler is currently registered with Loomis, Sayles & Company, LP. Loomis, Sayles & Company, LP is an investment advisor registered with the SEC and based in Boston, MA. They provide portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. The firm manages over $301 billion in assets for a variety of clients, including insurance companies, investment companies, charitable organizations, high-net-worth individuals, and pension and profit-sharing plans. They also offer non-discretionary investment advice.
Loomis, Sayles & Company, LP

ONE FINANCIAL CENTER

BOSTON, MA 02111-2621

$301.38B

Assets Under Management

Not reported

Total Clients

27

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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non-discretionary investment advice

Non-discretionary investment advice

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Minimum annual fee and/or minimum account size

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Colleen Denzler’s Registration & Firm History

MA

10/04/2022 - Present

Loomis, Sayles & Company, LP (BOSTON MA)

CO

04/26/2019 - 04/13/2022

ALPS DISTRIBUTORS, INC. (Denver CO)

CO

06/25/2008 - 02/28/2014

JANUS DISTRIBUTORS LLC (DENVER CO)

MO

10/14/1997 - 05/29/2008

AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)

MD

04/07/1995 - 02/06/1996

CALVERT DISTRIBUTORS, INC. (BETHESDA MD)

MD

12/26/1986 - 04/18/1995

THE ADVISORS GROUP, INC. (BETHESDA MD)

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Licenses & Designations

BOTH

Issued 05/20/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/19/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/20/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Colleen Marie Denzler.
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