Emily Biehler has been Managing Member, CCO of TrailWise Financial Partners since November 2019, is a control person of the firm and directly owns between 25% and 50% of it. Emily Biehler holds a Bachelor's degree in International Business and Spanish from Texas Tech University and a Master's degree in Personal Financial Planning from Texas Tech University.
Trailwise Financial Partners, LLC is a Golden, CO firm with $145M under management, 203 clients and 4 advisers across 2 offices, as of its April 2026 filing.
Emily Biehler is Co-Founder and Financial Planner of TrailWise Financial Partners. She has focused her professional work on financial planning, and co-founded the firm to serve individuals and businesses across the country.
Emily Biehler’s longest registration was 6 years at Commonwealth Financial Network (2013–2019). Before joining TrailWise Financial Partners in 2022, Emily Biehler was registered through LPL Financial LLC and Commonwealth Financial Network.
- – present · 3 yearsGolden, CO · Adviser representative · Firm CRD 323530
- LPL Financial LLC– · 3 yearsArvada, CO · Adviser representative · Firm CRD 6413
- Commonwealth Financial Network– · 6 yearsLakewood, CO · Adviser representative · Firm CRD 8032
- MML Investors Services, LLC– · under a yearLubbock, TX · Adviser representative · Firm CRD 10409
Professional designations
Listed by TrailWise Financial Partners
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Exit Planning Advisor (CEPA®)
Investment adviser representative registrations
Emily Biehler is registered as an investment adviser representative in 2 states. Each was approved in December 2022.
- ColoradoSince 12 December 2022
- TexasSince 20 December 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 24 September 2012 |
| Series 7 | General Securities Representative Examination | 16 August 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Emily Kathleen Biehler
- CRD
- 5717892
- Firm
- TrailWise Financial Partners · CRD 323530
- Role
- Managing Member, CCO
- Office
- 1536 COLE BOULEVARD, SUITE 205, Golden, CO 80401
- Registration
- Investment adviser registration
- In the industry since
- December 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- trailwisefp.com
Where does Emily Biehler work?
Emily Biehler has been Managing Member, CCO of Trailwise Financial Partners, LLC since November 2019, and is a control person of the firm.
Is Emily Biehler a financial advisor?
Yes. Emily Biehler has a current investment-adviser registration in Colorado and Texas, through TrailWise Financial Partners since December 2022.
How many years of experience does Emily Biehler have?
Emily Biehler has 13 years in the financial industry, since December 2012, across 4 adviser firms.
What exams has Emily Biehler passed?
Emily Biehler has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2012. FINRA credited Emily Biehler with the SIE, which began in October 2018.
Where did Emily Biehler work before TrailWise Financial Partners?
Before TrailWise Financial Partners, Emily Biehler was registered through Commonwealth Financial Network, May 2013 to November 2019; MML Investors Services, LLC, September 2012 to December 2012.
Where is Emily Biehler based?
Emily Biehler’s registered office is in Golden, CO.
Is Emily Biehler registered with FINRA?
No. Emily Biehler has no current broker registration.
Is Emily Biehler a CFP?
TrailWise Financial Partners lists Emily Biehler with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Emily Biehler’s record?
Search CRD 5717892 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Emily Biehler’s full registration record.