Larimer Capital Corporation

Larimer Capital Corporation (CRD# 18189) is a financial advisory firm headquartered in Denver, CO. They manage $148,097,338 in 548 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details

1720 South Bellaire Street, Suite 1110, Denver, CO 80222

By the Numbers

Total Assets Under Management

148

MILLION
Total Number of Accounts

548

ACCOUNTS
Average Account Value

$270,251

Compensation Options

A percentage of assets under your management
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
Pension consulting services

Types of Clients

Registered States

Registered Investment Advisor

Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, MI, MT, NV, TX, VA

Financial Advisors at Larimer Capital Corporation

Showing 1 - 5 of 5 top financial advisors.

Michael T. Cleary

CRD#: 2533265

Midlothian, VA

Wealthminder

score

Michael Cleary (CRD# 2533265) is an Investment Advisor Representative working at Larimer Capital Corporation in Midlothian, VA and has over 23 years of experience in the finance industry.

Judith A. Lundquist

CRD#: 1705518

1720 South Bellaire Street, Suite 1110, Denver, CO 80222

Wealthminder

score

Judith Lundquist (CRD# 1705518) is an Investment Advisor Representative working at Larimer Capital Corporation in Denver, CO and has over 30 years of experience in the finance industry.

Cathy L. Nowalk

CRD#: 5196920

1720 South Bellaire Street, Suite 1110, Denver, CO 80222

Wealthminder

score

Cathy Nowalk (CRD# 5196920) is an Investment Advisor Representative working at Larimer Capital Corporation in Denver, CO and has over 5 years of experience in the finance industry.

Gerard T. Oloughlin

CRD#: 806103

1720 South Bellaire Street, Suite 1110, Denver, CO 80222

Wealthminder

score

Gerard Oloughlin (CRD# 806103) is an Investment Advisor Representative working at Larimer Capital Corporation in Denver, CO and has over 28 years of experience in the finance industry.

Adam M. Carmel

CRD#: 1074710

1720 South Bellaire Street, Suite 1110, Denver, CO 80222

Wealthminder

score

Adam Carmel (CRD# 1074710) is an Investment Advisor Representative working at Larimer Capital Corporation in Denver, CO and has over 35 years of experience in the finance industry. Adam Carmel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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