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Desiree Ann Segler

Heirloom Wealth Management LLC

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About Desiree Ann Segler

Desiree Segler is a financial advisor with Heirloom Wealth Management LLC. Desiree has been in the industry since August 2006. Desiree is registered with the state of Colorado and 11 other states. She is also licensed to sell life, accident, and health insurance. Desiree specializes in financial planning, pension consulting, and portfolio management for individuals.

Firm Information

Desiree Segler is currently registered with Heirloom Wealth Management LLC. Heirloom Wealth Management LLC is an investment advisor based in Greenwood Village, Colorado, with approximately $614 million in assets under management. The firm serves a diverse client base, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Their services encompass financial planning, pension consulting, and portfolio management for individuals. Heirloom Wealth Management LLC prides itself on providing customized financial solutions tailored to meet the unique needs of their clients.
Heirloom Wealth Management LLC

6400 S FIDDLERS GREEN CIRCLE

GREENWOOD VILLAGE, CO 80111

$614.05M

Assets Under Management

Not reported

Total Clients

10

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Desiree Segler’s Registration & Firm History

CO

05/01/2018 - Present

Heirloom Wealth Management LLC (ENGLEWOOD CO)

CO

08/01/2008 - 05/08/2018

LPL FINANCIAL LLC (ENGLEWOOD CO)

CO

06/29/2006 - 05/28/2008

JANUS DISTRIBUTORS LLC (DENVER CO)

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Licenses & Designations

BOTH

Issued 05/15/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/02/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/23/2007

Series 7 - General Securities Representative Examination

BC

Issued 06/28/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Desiree Ann Segler.
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