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Amanda Lea Arthur

Investment Adviser Representative at HEIRLOOM WEALTH MANAGEMENT LLC

Greenwood Village, COCRD #4421555Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
23 yrs
States Registered
1 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Amanda Lea Arthur has worked in the securities industry since 2003. They have passed the Series 65, 63, and 6 examinations. They are registered to provide investment advisory services in Colorado.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Colorado
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/12/2001
Series 63
Uniform Securities Agent State Law Examination
Passed 8/10/2001
SIE
Securities Industry Essentials Examination
Passed 3/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 8/2/2001

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0175
Source

Heirloom Wealth Management LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

HEIRLOOM WEALTH MANAGEMENT LLCCurrent
1/22/2019Greenwood Village, CO
CREIGHTON RETIREMENT PARTNERS
1/13/20224/2/2025Denver, CO
CREIGHTON RETIREMENT PARTNERS
6/8/201812/31/2021Denver, CO
KESTRA ADVISORY SERVICES, LLC
4/18/20163/1/2018Denver, CO
NFP ADVISOR SERVICES, LLC
9/11/20149/22/2016Denver, CO
FINANCIAL TELESIS, INC.
6/10/20089/12/2014Denver, CO
INVESTMENT MANAGEMENT CONSULTANTS, LTD.
3/30/20109/25/2012Littleton, CO
1ST DISCOUNT BROKERAGE, INC.
10/2/20076/30/2008Littleton, CO
UNITED SECURITIES ALLIANCE, INC.
3/1/200412/31/2005Littleton, CO
METLIFE SECURITIES INC.
8/28/20023/21/2003Addison, TX
SECURIAN FINANCIAL SERVICES, INC.
12/12/20018/2/2002Irving, TX

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Amanda Lea Arthur has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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