Mount Yale Investment Advisors, LLC
Mount Yale Investment Advisors, LLC (CRD# 137068) is a financial advisory firm headquartered in Denver, CO. They manage $2,187,125,977 in 3,358 accounts and serve the financial needs of clients across 32 states (or territories).
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Total Assets Under Management2,187MILLION
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Total Number of Accounts3,358ACCOUNTS
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Average Account Value$651,318
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
Greg Anderson (CRD# 2318332) is an Investment Advisor Representative working at Mount Yale Investment Advisors, LLC in Denver, CO and has over 31 years of experience in the finance industry.
David Benson (CRD# 4881334) is an Investment Advisor Representative working at Mount Yale Investment Advisors, LLC in Minneapolis, MN and has over 18 years of experience in the finance industry.
Chad Bester (CRD# 4565010) is an Investment Advisor Representative working at Mount Yale Investment Advisors, LLC in Minneapolis, MN and has over 21 years of experience in the finance industry.
Becky Gustafson (CRD# 1125220) is an Investment Advisor Representative working at Mount Yale Investment Advisors, LLC in Minneapolis, MN and has over 26 years of experience in the finance industry.
Glenn Lempe (CRD# 2162929) is an Investment Advisor Representative working at Mount Yale Investment Advisors, LLC in Plymouth, MN and has over 32 years of experience in the finance industry.
Steven Powers (CRD# 4377497) is an Investment Advisor Representative working at Mount Yale Investment Advisors, LLC in Plymouth, MN and has over 22 years of experience in the finance industry.
David Gottesman (CRD# 4662029) is an Investment Advisor Representative working at Mount Yale Investment Advisors, LLC in Denver, CO and has over 4 years of experience in the finance industry.
Christopher Snyder (CRD# 7139253) is an Investment Advisor Representative working at Mount Yale Investment Advisors, LLC in Denver, CO and has 1 year of experience in the finance industry.