Mountain Capital Investment Advisors Inc.

Mountain Capital Investment Advisors Inc. (CRD# 156660) is a financial advisory firm headquartered in Westminster, CO. They manage $608,000,000 in 2,731 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    608
    MILLION
  • Total Number of Accounts
    2,731
    ACCOUNTS
  • Average Account Value
    $222,629
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
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 12 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 18 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 5 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 6 years of experience in the finance industry.

4
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 33 years of experience in the finance industry.

5
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 20 years of experience in the finance industry.

6
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 over 3 years of experience in the finance industry.

7
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 over 2 years of experience in the finance industry.

8
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 3 years of experience in the finance industry.

9
Conner S. Murray
CRD#: 6193414
12235 Pecos St, Suite 100, Westminster, CO 80234

Conner Murray (CRD# 6193414) is an Investment Advisor Representative working at Mountain Capital Investment Advisors Inc. in Westminster, CO and has over 7 years of experience in the finance industry.

10
Michael J. Pollard
CRD#: 7312473
12235 Pecos St, Suite 100, Westminster, CO 80234

Michael Pollard (CRD# 7312473) 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.

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