Financial ADVSR advisor directory · SEC adviser records
Colorado Capital Management financial advisors in Colorado
Every SEC-registered investment adviser representative at a Colorado Capital Management office in Colorado, by city and A to Z.
The short answer
8 registered advisors work at Colorado Capital Management in Colorado, out of 8 nationwide; it's the firm's number 1 state by advisors, and the most are in Boulder (8). 2 list the CFP designation and 0 are also registered broker representatives.
Colorado Capital Management advisors by city in Colorado
Every firm in Colorado →Colorado Capital Management advisors in Colorado, A to Z
Search by name →- Zuzana BirovaBoulder
- Jason G. BlackBoulder · Certified Financial Planner
- Steven L. EllisBoulder
- Erica N. LoughreyBoulder
- Margaret A. NugentBoulder
- Vincent L. OtterbeinBoulder · Certified Financial Planner
- Max B. PulitzerBoulder
- Lee M. StrongwaterBoulder
Colorado Capital Management advisors in every state →Colorado Capital Management: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Colorado Capital Management financial advisors are in Colorado?
8 investment adviser representatives are registered at Colorado Capital Management offices in Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 8 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Where in Colorado does Colorado Capital Management have the most advisors?
Boulder, with 8. Colorado Capital Management has advisors in 1 city in Colorado.
How do I check a Colorado Capital Management advisor in Colorado?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Colorado Capital Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.