Helping People Make Smart Choices About Their Money

CONNECT

Address:

575 Union Blvd Ste 201
Lakewood, CO 80228

Phone:

(303) 893-8700 Toll Free (866) 674-6296

Fax/Other:

720-946-0226

David C. Partheymuller

David C. Partheymuller

Certified Financial Planner, Certified Estate Planner

David C. Partheymuller

Principal and Founder of the Normandy Group and Fellow of the Esperti Peterson Institute & Adjunct Fellow of the Institute for Philanthropic and Wealth Planning at Michigan State University


DAVID C. PARTHEYMULLER, CFP
State(s) Licensed In: CO, NM,

THE NORMANDY GROUP
575 Union Blvd., SUITE #201
Lakewood, CO 80228



PROFESSIONAL ACCREDITATION

Certified Financial Planner, Certified Estate Planner

PROFESSIONAL EXPERIENCE

Over 32 years in Retirement, Wealth Strategies and Estate Planning.

TEXTS WRITTEN FOR PROFESSIONALS

The Dynasty IRA - understanding the Dynasty IRA and the other Minimum Distribution Opportunities to Extend Tax Deferred Accumulation of Retirement Plans.

CONTRIBUTORY AUTHOR TO BOOKS WRITTEN FOR THE PUBLIC

1)"Ways & Means" published December 1998 through the Esperti Peterson Institute.
2)"21st Century Wealth" published May 2000 through the Esperti Peterson Institute.
3)"Strictly Business" published June 2001 through Quantum Press.
4)”Optimal Aging” Chapter 51 “Investing For Retirement” published 2004, Kevin W. O'Neil, MD, FACP and Renno Peterson, JD, Publishers

ARTICLES WRITTEN FOR PROFESSIONAL JOURNALS

"Conspectus Current" reviewed "Who Should be the Beneficiary of Your Qualified Retirement Plan Benefits/" Summer 1998

"Conspectus Current" reviewed "How Much Is Too Much" Fall 1999

POSITIONS PREVIOUSLY HELD Regional Manager/ Western Division, The Copeland Companies 1989-1993, "Retirement Income Specialist", District Manager/Western Division, The Copeland Companies 1986-1988, "Retirement Income Specialist", Account Manager, The Copeland Companies 1984-1985, 'Retirement Income Specialist".

COLLABORATIONS

Dynasty IRA booklet/text with Tom Gau, Kavesh & Gau Inc.

PERSONAL
Married to Dolores with two children, Charley and Patty.

KOLBE SCORE

Fact Finder: 7
Follow Thru: 5
Quick Start: 6
Implementer: 2
Natural Advantage: Confident and Trustworthy

UNIQUE ABILITY

Establishing trust and confidence.

PRACTICE CONCENTRATION & EXPERTISE

Retirement, Wealth Strategies, Investment Management, Business and Succession Planning, Planned Giving, Charitable and Estate Planning.

Phone 303-893-8700 Ext 1
Fax 720-946-0226
Mobile Phone 303-949-9632
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck