Michelle Burns, financial advisor Westminster CO

Michelle Burns

CRD Number: 6488350
Current Firm: Mountain Capital Investment Advisors Inc.

Michelle Burns (CRD# 6488350) is an Investment Advisor Representative working at Mountain Capital Investment Advisors Inc. in Westminster, CO and has over 3 years of experience in the finance industry.

Similar Advisors
Eric Courage , financial advisor Westminster CO
Eric M. Courage
CRD# 5513725
Margin
Similar Advisors
Richard Weintraub, financial advisor Westminster CO
Richard E. Weintraub
CRD# 3073220
Meridian Wealth Management LLC
Similar Advisors
Rebecca Aardal, financial advisor Westminster CO
Rebecca A. Aardal
CRD# 5495455
Schaefer Financial Management, Inc.
Company Name Location Dates Years
Mountain Capital Investment Advisors Denver, CO Dec 2018 - Current 3
Mountain Capital Investment Advisors Denver, CO May 2011 - Current 11
United Airlines Denver, CO Apr 2000 - May 2013 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2018
Contact Info for Michelle L. Burns
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.