Linda Gardner has been CEO of BHC Wealth Management since January 2026, is a control person of the firm and directly owns under 5% of it.
BHC Wealth Management, LLC is an Englewood, CO firm with $102M under management, 205 clients and 3 advisers in one office, as of its March 2026 filing.
Linda Gardner is CEO, Financial Advisor, Radio Show Host, Author, Co-Founder and Co-Owner of Blue Heron Capital, based in Englewood, Colorado. Throughout her career she has helped clients plan for tax, estate and financial needs, including retirement income, investment, estate, business succession, charitable giving and long-term care planning. She has taken part in more than 10 years of weekly radio shows and podcasts.
Linda Gardner’s longest registration was 12 years at Brookstone Capital Management LLC (2013–2026). Before joining BHC Wealth Management in 2026, Linda Gardner was registered through Brookstone Capital Management LLC and Horter Investment Management, LLC.
- Blue Heron CapitalCurrent– present · under a yearEnglewood, CO · Adviser representative · Firm CRD 339475
- Brookstone Capital Management LLC– · 12 yearsEnglewood, CO · Adviser representative · Firm CRD 141413
- Horter Investment Management, LLC– · 2 yearsEnglewood, CO · Adviser representative · Firm CRD 119880
Investment adviser representative registrations
Linda Gardner is registered as an investment adviser representative in 2 states. Each was approved in February 2026.
- ColoradoSince 2 February 2026
- TexasSince 2 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 January 2011 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Linda Lou Gardner
- CRD
- 5116107
- Firm
- BHC Wealth Management · CRD 339475
- Role
- CEO
- Office
- 2 INVERNESS DRIVE E., SUITE 106, Englewood, CO 80112
- Registration
- Investment adviser registration
- In the industry since
- January 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- yourmoneyyourretirement.com
Where does Linda Gardner work?
Linda Gardner has been CEO of BHC Wealth Management, LLC since January 2026, and is a control person of the firm.
Is Linda Gardner a financial advisor?
Yes. Linda Gardner has a current investment-adviser registration in Colorado and Texas, through BHC Wealth Management since February 2026.
How many years of experience does Linda Gardner have?
Linda Gardner has 15 years in the financial industry, since January 2011, across 3 adviser firms.
What exams has Linda Gardner passed?
Linda Gardner passed the Series 65 in January 2011.
Where did Linda Gardner work before BHC Wealth Management?
Before BHC Wealth Management, Linda Gardner was registered through Brookstone Capital Management LLC, July 2013 to February 2026; Horter Investment Management, LLC, January 2011 to July 2013.
Where is Linda Gardner based?
Linda Gardner’s registered office is in Englewood, CO.
Is Linda Gardner registered with FINRA?
No. Linda Gardner has no current broker registration.
How can I verify Linda Gardner’s record?
Search CRD 5116107 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Linda Gardner’s full registration record.
