Larimer Capital Corporation
Answer a few questions and
get matched with an advisor.
About this Advisor
Michael Cleary is an investment advisor whose office is in Denver, Colorado. Currently an investment advisor with Larimer Capital Corporation, Cleary has 10 years of professional experience. Cleary has Series 63, Series 65 and Series 66 licenses, which designate the advisor as both a securities agent and an investment advisor representative. Cleary can work with clients in Texas and Virginia. Cleary has gained experience at Bear, Stearns & Co. Inc, Bear Stearns Asset Management Inc, Equus Financial Consulting, Crossroad Capital Partners, Tullis Health Investors, Larimer Capital Corporation and Cetera Advisors LLC. Larimer Capital Corporation is headquartered in Denver, Colorado. Overall, Larimer Capital Corporation manages $153 million in assets dispersed across 529 accounts and retains four staff members. The level of assets currently under the firm's management places it among the mid-sized firms in the nation. The firm manages 184 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 38% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Larimer Capital Corporation provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. The firm may charge clients asset-based and commission-based fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Larimer Capital Corporation Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Michael Cleary Work History
Michael has 10 years of experience.
Larimer Capital Corporation
Cetera Advisors LLC
Tullis Health Investors
Equus Financial Consulting
Crossroad Capital Partners
Bear, Stearns & Co. Inc
Bear Stearns Asset Management Inc
Michael Cleary has no disclosures.
Please visit their SEC profile for more details.