Lynn Probst
Lynn Probst is a registered investment advisor at Western Wealth Management LLC, based in Louisville, CO, with 12 years of industry experience. Lynn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,964 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WWM offers Comprehensive Portfolio Management where the maximum annual fee is 3.0% of the assets managed. Alternatively, a flat fee, not to exceed 2.5% of assets under management or a negotiated flat rate may be applied in certain circumstances. Fees are negotiable. WWM also offers LPL Financial Sponsored Advisory Programs with maximum fees ranging from 1.4% to 3.0%.
Location
357 S. McCaslin Blvd., Suite 200, Louisville, CO, 80027
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lynn is the trustee for the Probst Family Irrevocable Trust and owns Customize Your Retirement, a company that develops and distributes educational seminars. Lynn also works as a Registered Investment Advisor DBA at Peak One Financial LLC, and is involved with Woodhaven HOA as secretary/treasurer, and sells insurance products including health, life, long term care, annuities, and medicare, dedicating about a quarter of their time to insurance sales.
Employment History
Current Registrations
Western Wealth Management LLC
Previous Registrations
Ntb Advisors, a Division of Ntb Financial Corporation
Dynasty Capital Management, INC
State Registrations1 state
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