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Roger Damon Segler

Heirloom Wealth Management LLC

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About Roger Damon Segler

Roger Damon Segler is an Investment Advisor Representative at Heirloom Wealth Management LLC. Roger Damon Segler has been active in the financial industry since November 2010. Roger Damon Segler is registered with the state of Colorado as an Investment Advisor Representative. Roger Damon Segler specializes in financial planning, portfolio management for individuals, and pension consulting.

Firm Information

Roger 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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Roger Segler’s Registration & Firm History

CO

12/20/2022 - Present

Heirloom Wealth Management LLC (GREENWOOD VILLAGE CO)

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Licenses & Designations

IA

Issued 12/20/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Roger Damon Segler.
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