Mountain Capital Investment Advisors Inc.

Mountain Capital Investment Advisors Inc. (CRD# 156660) is a financial advisory firm headquartered in Westminster, CO. They manage $403,000,000 in 2,192 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    403
    MILLION
  • 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
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, MN

Financial Advisors at Mountain Capital Investment Advisors Inc.
Showing 1 - 10 of 14 top financial advisors.
1
Brandt P. Burns
CRD#: 4914147
12235 Pecos St, Suite 100, Westminster, CO 80234

Brandt Burns (CRD# 4914147) is an Investment Advisor Representative working at Mountain Capital Investment Advisors Inc. in Westminster, CO and has over 17 years of experience in the finance industry.

2
Michelle L. Burns
CRD#: 6488350
12235 Pecos St, Suite 100, Westminster, CO 80234

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.

3
Robert W. Loesch
CRD#: 5896678
12235 Pecos St, Suite 100, Westminster, CO 80234

Robert Loesch (CRD# 5896678) is an Investment Advisor Representative working at Mountain Capital Investment Advisors Inc. in Westminster, CO and has over 4 years of experience in the finance industry.

4
Donald A. Sawyer
CRD#: 4723550
12235 Pecos St, Suite 100, Westminster, CO 80234

Donald Sawyer (CRD# 4723550) is an Investment Advisor Representative working at Mountain Capital Investment Advisors Inc. in Westminster, CO and has over 18 years of experience in the finance industry.

5
Karl R. Spurzem
CRD#: 1174726
Corte Madera, CA

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.

6
Jordan S. Tarry
CRD#: 4417657
12235 Pecos St, Suite 100, Westminster, CO 80234

Jordan Tarry (CRD# 4417657) is an Investment Advisor Representative working at Mountain Capital Investment Advisors Inc. in Westminster, CO and has over 18 years of experience in the finance industry.

7
Jeffrey M. Thomas
CRD#: 6914337
12235 Pecos St, Suite 100, Westminster, CO 80234

Jeffrey Thomas (CRD# 6914337) is an Investment Advisor Representative working at Mountain Capital Investment Advisors Inc. in Westminster, CO and has over 4 years of experience in the finance industry.

8
Adam A. Allgaier
CRD#: 7327603
12235 Pecos St, Suite 100, Westminster, CO 80234

Adam Allgaier (CRD# 7327603) is an Investment Advisor Representative working at Mountain Capital Investment Advisors Inc. in Westminster, CO and has 1 year of experience in the finance industry.

9
Parker B. Balstad
CRD#: 7330324
12235 Pecos St, Suite 100, Westminster, CO 80234

Parker Balstad (CRD# 7330324) is an Investment Advisor Representative working at Mountain Capital Investment Advisors Inc. in Westminster, CO and has 1 year of experience in the finance industry.

10
Narvel I. Casas
CRD#: 7159672
12235 Pecos St, Suite 100, Westminster, CO 80234

Narvel Casas (CRD# 7159672) is an Investment Advisor Representative working at Mountain Capital Investment Advisors Inc. in Westminster, CO and has over 2 years of experience in the finance industry.

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