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Life Certain Wealth Strategies
8400 E Prentice Ave., Suite 715
Greenwood Village, CO 80111
(303) 793-3999
Advisor Profile
Name:  Herb White, CFP
Phone Number:  (303) 793-3999
Website:  Visit Website
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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

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

Education

Academic Background
 
BA, Economics
MBA
 

Services

Investment Types:    Annuities, Insurance, Options, Mutual Funds, Stocks, Bonds, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
 

Qualifications & Memberships

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

Firm Information

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

Compliance

Registered Representative:    Yes
Investment Advisor 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 & Fees

Fee Structure:    I am a fee-based financial professional
Compensation Methods:    Commissions, Based on Assets, Flat Fee, Hourly
Fee % Based on Assets:    0.95%
Minimum Fee Charged for Managed Accounts:    N/A
 
 
 
Prepared By: Herb White, CFP
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