Shane Dennehy
Advisor at CayDen Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at CayDen Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Broomfield, CO 80021
Credentials
CFP®, ChFC®, Series 63, Series 66
Industry experience
11 years
Shane Dennehy is a financial advisor at CayDen Wealth Management with 11 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Daniel Alexander Capital Inc and Charles Schwab. Outside of his advisory role, he is co-owner of CayDen Consulting and serves as Chief Operating Officer of Daniel Alexander Capital Inc, providing bookkeeping services. CayDen Wealth Management offers investment management and financial planning primarily to individual and high-net-worth clients, along with employee benefit and retirement-plan consulting. The firm employs a passive investment approach using diversified index funds and ETFs, combined with fundamental analysis, and provides a digital advice platform for certain client segments.
Based on CayDen Wealth Management
Based on CayDen Wealth Management
$500 to $15,000 one-time financial planning fee
$0 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001+: 0.90%
$350 per hour
$200 to $350 per month ongoing financial planning fee for certain services
Account minimum: $250,000
8181 Arista Place, Suite 100
Broomfield, CO 80021
Colorado · Florida · Nebraska · North Carolina · Texas
CayDen Financial Inc
2025 - Present (1 year)
5280 Wealth Management LLC dba CayDen Wealth Management
2019 - Present (7 years)
Daniel Alexander Capital Inc
2019 - 2025 (6 years)
Charles schwab Bank
2015 - 2018 (3 years)
Charles Schwab
2013 - 2018 (5 years)
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