Karl Spurzem, financial advisor Corte Madera CA

Karl Spurzem

CRD Number: 1174726
Current Firm: Mountain Capital Investment Advisors Inc.

Karl Spurzem (CRD# 1174726) is an Investment Advisor Representative working at Mountain Capital Investment Advisors Inc. in Corte Madera, CA and has over 31 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Guggenheim Securities, LLC San Francisco, CA Jun 2012 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1991
Contact Info for Karl R. Spurzem
Phone Number: 720-500-0050
Registered State(s):
  • CA
  • CO
By the Numbers
  • Total Assets Under Management
    403
    MILLIONS
  • Total Number of Accounts
    2,192
    ACCOUNTS
  • Average Account Value
    $183,850
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, CO, MN

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