Rocky Mountain Advisers, LLC
Rocky Mountain Advisers, LLC (CRD# 148479) is a financial advisory firm headquartered in Boulder, CO. They manage $1,125,977,313 in 166 accounts and serve the financial needs of clients across 7 states (or territories).
Total Assets Under Management1,126MILLION
Total Number of Accounts166ACCOUNTS
Average Account Value$6,782,996
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
AZ, CO, IL, KS, MD, MO, OH
Joel Looney (CRD# 3128830) is an Investment Advisor Representative working at Rocky Mountain Advisers, LLC in Boulder, CO and has over 18 years of experience in the finance industry. Joel Looney 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.
April McCullough (CRD# 5549386) is an Investment Advisor Representative working at Rocky Mountain Advisers, LLC in Salina, KS and has over 2 years of experience in the finance industry.