Rocky Mountain Advisers, LLC

Rocky Mountain Advisers, LLC (CRD# 148479) is a financial advisory firm headquartered in Boulder, CO. They manage $1,266,897,471 in 186 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,267
    MILLION
  • Total Number of Accounts
    186
    ACCOUNTS
  • Average Account Value
    $6,811,277
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
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.

AZ, CO, FL, GA, IL, KS, MD, MO, MT, OH, SC, TX

Financial Advisors at Rocky Mountain Advisers, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Joel W. Looney
CRD#: 3128830
2121 E. Crawford Place, Salina, KS 67401
96
Wealthminder
score

Joel Looney (CRD# 3128830) is an Investment Advisor Representative working at Rocky Mountain Advisers, LLC in Salina, KS and has over 19 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.

2
April D. McCullough
CRD#: 5549386
2121 E. Crawford Pl, Salina, KS 67401
90
Wealthminder
score

April McCullough (CRD# 5549386) is an Investment Advisor Representative working at Rocky Mountain Advisers, LLC in Salina, KS and has over 3 years of experience in the finance industry.

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