John
Strunc

Mountain Capital Investment Advisors Inc

CRD#7182037
Investment Advisor
in Denver, CO

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About this Advisor

John Strunc is a financial advisor working out of Denver, Colorado who has 1 year of relevant experience. Strunc is on the advisory team at Mountain Capital Investment Advisors Inc. During their career, Strunc has held roles at Renaissance Financial Corp, Securian Financial Services Inc, Minnesota Life Insurance Services, Miami Marlins, Millard United, Creighton University, Washington State University, Mountain Vista High School, Lightning Baseball, Slammers Baseball South, Mba Wealth Management, Inc, Cetera Advisors Network and Windy City Thunderbolts. Strunc maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Colorado. Mountain Capital Investment Advisors Inc is a registered investment firm operating out of Denver, CO. The investment advisory business has offices in three locations and a total of 12 people on staff. It controls $440 million in total assets across its 2,171 client accounts, making it one of the larger financial advisory firms in the nation by assets under management. Of its 2,171 client accounts, just 11% are associated with high-net-worth investors who have at least $1 million in assets. The business offers a set of services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules typically vary depending on which service is offered. However, fees billed by Mountain Capital Investment Advisors Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

12235 Pecos St Suite 100
Denver, CO 80234

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Mountain Capital Investment Advisors Inc Brokerage Details

Total Assets Under Management

$440,000,000

CO Average: $2,349,664,866
Total Number of Employees

12

CO Average: 28
Total Number of Accounts

2,171

CO Average: 1,101
Average Account Size

$202,672

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

John Strunc Work History

John has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Lightning Baseball

2021 - Present (3 years)

Slammers Baseball South

2021 - 2022 (1 year)

Mba Wealth Management, Inc

2021 - 2022 (1 year)

Cetera Advisors Network

2021 - 2021 (< 1 year)

Windy City Thunderbolts

2020 - 2021 (1 year)

Renaissance Financial Corp

2020 - 2021 (1 year)

Securian Financial Services Inc

2020 - 2021 (1 year)

Minnesota Life Insurance Services

2020 - 2020 (< 1 year)

Securian Financial Services Inc

2019 - 2020 (1 year)

Miami Marlins

2019 - 2020 (1 year)

Renaissance Financial Corp

2019 - 2020 (1 year)

Millard United

2016 - 2019 (3 years)

Creighton University

2014 - 2016 (2 years)

Washington State University

2010 - 2014 (4 years)

Mountain Vista High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of John Strunc to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mountain Capital Investment Advisors Inc

Karl Spurzem
Corte Madera, CA
Conner Murray
Denver, CO
Adam Allgaier
Denver, CO
Robert Loesch
Denver, CO
Brandt Burns
Denver, CO
Parker Balstad
Denver, CO
Brian Quint
Denver, CO
John Strunc
Denver, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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