Robin
Depies
Redwood Private Wealth
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About this Advisor
Robin Depies is a financial advisor based in Colorado Springs, Colorado, working with Redwood Private Wealth. Robin has previously held positions at Mutual Securities, Inc, Depies Enterprise, Nova Financial LLC, Metlife Securities Inc, Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, J.W. Cole Financial, Inc, J.W. Cole Advisors, Inc, Horter Investment Management, LLC, Heartfelt Financial Solutions, LLC, Confidence In Clarity LLC, and Redwood Private Wealth LLC. Robin has passed the Series 66 regulatory exam and is registered to provide services in Colorado. Currently, Robin is part of Redwood Private Wealth, which operates out of Colorado Springs, Colorado. The firm has 14 offices and 61 employees. The firm manages assets totaling $267.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Redwood Private Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Redwood Private Wealth Brokerage Details
$267,560,801
61
1,788
$149,643
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Robin Depies Work History
Redwood Private Wealth LLC
Heartfelt Financial Solutions, LLC
Confidence In Clarity LLC
Horter Investment Management, LLC
Mml Investors Services, LLC
J.W. Cole Financial, Inc
J.W. Cole Advisors, Inc
Metlife Securities Inc
Massachusetts Mutual Life Insurance Company
Mutual Securities, Inc
Nova Financial LLC
Depies Enterprise
Disclosures
Please visit the SEC profile of Robin Depies to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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