Dennis Romney
Dennis Romney is a registered investment advisor at Opportunus Wealth Management, LLC, based in Cottonwood Heights, UT, with 15 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 172 clients with $77M in assets under management.
Compensation
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IM Fee
Assets Under Management
Fee Structure
Location
Cottonwood Heights, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Opportunus Wealth Management, LLC
Previous Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
Principal Securities, INC.
Principal Securities, INC.Broker
Key Investment Services LLCBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
State Registrations1 state
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