Maggie
Kirchhoff

Western Wealth Management LLC

CRD#5277923
Investment Advisor
in Denver, CO
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About this Advisor

Maggie Kirchhoff is a certified financial planner based in Denver, Colorado, who has 11 years in the industry. Kirchhoff currently works for Western Wealth Management LLC. Throughout their career, they have worked at Cadaret, Grant & Co., Inc, National Planning Corporation, Wisdom Wealth Stratgies, LLC, Trilogy Financial Services, Inc, Western Wealth Management, LLC and Lpl Financial, LLC. Kirchhoff holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Colorado. Western Wealth Management LLC is a financial advisory business operating in Denver, Colorado. The company has offices in 44 locations and a total of 72 employees. It has $1 billion in assets between its 6,242 client accounts, placing it among the larger firms in the country by assets under management. The firm provides services to 15 charities and foundations. Of its 6,242 client accounts, just 7% are held by high-net-worth clients who have more than $1 million in assets. Western Wealth Management LLC provides a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors largely vary depending on which services the firm provides the client. However, fee types charged by Western Wealth Management LLC likely consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

650 S. Cherry St. Suite 1240
Denver, CO 80246

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Western Wealth Management LLC Brokerage Details

Total Assets Under Management

$1,124,437,674

CO Average: $2,349,664,866
Total Number of Employees

73

CO Average: 28
Total Number of Accounts

6,566

CO Average: 1,101
Average Account Size

$171,252

CO Average: $2,134,119

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Maggie Kirchhoff Work History

Maggie has 11 years of experience.

2016 - Present (3 years)

Western Wealth Management, LLC

2016 - Present (3 years)

Lpl Financial, LLC

2010 - 2015 (5 years)

Cadaret, Grant & Co., Inc

2010 - 2016 (6 years)

Wisdom Wealth Stratgies, LLC

2007 - 2010 (3 years)

National Planning Corporation

2007 - 2010 (3 years)

Trilogy Financial Services, Inc

Disclosures

Maggie Kirchhoff has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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