Sherri
Gilligan
Vista Private Wealth Partners LLC
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About this Advisor
Sherri Gilligan is a financial advisor who works in Denver, Colorado with 8 years of industry experience. Gilligan is currently employed by Vista Private Wealth Partners LLC. Over the course of their career, Gilligan has held roles at L Scott Sanford, Vista Private Wealth Partners LLC, First Financial Equity Corporation, Harmony Private Client Advisers, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Co. Gilligan holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Colorado. Vista Private Wealth Partners LLC is a business operating out of Denver, CO. It has $447 million in total assets among its 490 customer accounts, placing it among the larger investment advisory firms in the country by assets under management. Of its 490 accounts, 36% are associated with high-net-worth investors who have greater than $1 million in assets. The company performs a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees usually vary depending on which services the firm provides the client. However, fee types billed by Vista Private Wealth Partners LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vista Private Wealth Partners LLC Brokerage Details
$447,066,561
13
490
$912,381
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Sherri Gilligan Work History
Sherri has been registered as a financial advisor for 8 years.*
Vista Private Wealth Partners LLC
Harmony Private Client Advisers
First Financial Equity Corporation
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Wealth Management Co
L Scott Sanford
Northwestern Mutual Investment Services, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sherri Gilligan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vista Private Wealth Partners LLC
Denver, CO
Denver, CO
Englewood, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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