Michael McCormick, financial advisor Denver CO
93 score

Michael McCormick

CRD Number: 5481003
Current Firm: Cascade Financial Management, Inc.

Michael McCormick (CRD# 5481003) is an Investment Advisor Representative working at Cascade Financial Management, Inc. in Denver, CO and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Cascade Financial Management Inc. Bozeman, MT Jun 2011 - Current 5
Stifel, Nicolaus & Company, Incorporated Bozeman, MT Sep 2009 - Jun 2011 1
Ubs Financial Services Inc. Bozeman, MT Jan 2008 - Jun 2011 3
Mccormick Development Corp Bozeman, MT May 2002 - Dec 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Michael J. McCormick
Phone Number: 303-292-1121
Registered State(s):
  • CA
  • MT
  • WA
By the Numbers
  • Total Assets Under Management
    226
    MILLIONS
  • Total Number of Accounts
    815
    ACCOUNTS
  • Average Account Value
    $277,301
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, GA, ID, IL, KY, LA, MO, MT, NC, NY, OH, OR, TX, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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