Michael
Murphy

Cimarron Wealth Management, Inc

CRD#6886450
Investment Advisor
in Montrose, CO

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About this Advisor

Michael Murphy is a financial advisor based in Montrose, Colorado, working with Cimarron Wealth Management, Inc. Michael has previously held positions at Colorado West Investments, Inc, Denver Seminary, Lpl Financial, LLC, Strategic Wealth Advisors Group, LLC, Cimarron Wealth Management (F/K/A Colorado West Investments), Lpl Financial LLC, and Financial Aid Tv. Michael has passed the Series 66 regulatory exam and is registered to provide services in Colorado, Louisiana, and Texas. Currently, Michael is part of Cimarron Wealth Management, Inc, which operates out of Montrose, Colorado. The firm has 1 office and 11 employees. The firm manages assets totaling $204.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. The fee structure at Cimarron Wealth Management, Inc includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

1731 E Niagara Rd
Montrose, CO 81401

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Cimarron Wealth Management, Inc Brokerage Details

Total Assets Under Management

$204,620,144

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

11

CO Average: 28
Total Number of Accounts

986

CO Average: 1,101
Average Account Size

$207,526

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Michael Murphy Work History

2020 - Present (5 years)

Cimarron Wealth Management (F/K/A Colorado West Investments)

2019 - Present (6 years)

Cimarron Wealth Management (F/K/A Colorado West Investments)

2018 - Present (7 years)

Lpl Financial LLC

2018 - 2019 (1 year)

Strategic Wealth Advisors Group, LLC

2017 - 2019 (2 years)

Colorado West Investments, Inc

2017 - 2018 (1 year)

Lpl Financial, LLC

2017 - 2017 (< 1 year)

Financial Aid Tv

2011 - 2017 (6 years)

Denver Seminary

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Disclosures

Please visit the SEC profile of Michael Murphy 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 Cimarron Wealth Management, Inc

Ashley Dejulio
Gunnison, CO
Michael Murphy
Montrose, CO
Kyle Kyburz
Gunnison, CO
Betty Tomlinson
Montrose, CO
Lincoln Anderson
Gunnison, CO
Todd Heasty
Gunnison, CO
Kevin Sanderford
Montrose, CO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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