Brent Hablutzel

President, Wealth Management Advisor

Brent D. Hablutzel is the President and Founder of Castle Rock Private Wealth.   He was previously a Managing Director and Wealth Management Advisor at Merrill Lynch.   He has been serving clients in the financial services industry since 2004.

Designations

  • Brent currently holds the CPWA® designation from the Investments and Wealth Institute®
  • Brent currently holds the CRPC® designation from the College of Financial Planning®
  • Brent currently holds the CPFA® designation from National Association of Plan Advisors (NAPA)

Awards

  • Brent has been recognized by Forbes “Best-in-State Wealth Advisors” list in 2021, 2020, 2019, and 2018.  
  • Brent has been recognized by Barron’s “Top 1200 Financial Advisors” list in 2021, 2020, 2019, 2018, 2017, 2016.

Background

  • Brent joined Merrill Lynch in January of 2004 after earning his MBA from the University of Oxford in Oxford, England.   At Oxford, he focused on modern portfolio theory and financial management.   Before attending Oxford, Brent held a number of technical sales and management positions for two Fortune 500 companies, General Electric and Eastman Chemical. 
  • Brent also has a Bachelors’ of Science in Chemical Engineering from the Colorado School of Mines, where he graduated #1 in his class in 1996.  At CSM, Brent was a Boettcher Scholar, a Member of the NCAA Division II Wrestling Team, and in the Beta Theta Pi Fraternity.  

Personal

Brent was raised in Berthoud, CO.  Brent and his wife, Laura, live in Castle Rock with his two kids, Halle and Sawyer.   Brent enjoys the blessing of being a husband and father, staying involved in his family’s church, coaching youth sports, and is passionate about his volunteer work with numerous organizations in his community

  • Certified Private Wealth Advisor ® and CPWA ® are registered service marks of the Investments & Wealth Institute (formerly IMCA).
  • Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.
  • Certified Plan Fiduciary Advisor (CPFA®) are registered service marks of the National Association of Plan Advisors
  • Forbes is a trademark of Forbes Media LLC. All rights reserved.
  • Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved.