Michael
Warren

Red Mountain Financial Partners

CRD#2245028
Investment Advisor
in Durango, CO

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About this Advisor

Michael Warren is a financial advisor based in Durango, Colorado, working with Red Mountain Financial Partners. Michael has previously held positions at Lpl Financial LLC and Red Mountain Financial Partners. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, California, Colorado, Illinois, Kansas, New Mexico, and Texas. Currently, Michael is part of Red Mountain Financial Partners, which operates out of Durango, Colorado. The firm has 3 employees and manages assets totaling $169.3 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Red Mountain Financial Partners includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

555 Rivergate Lane - Suite B1-107
Durango, CO 81301

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Red Mountain Financial Partners Brokerage Details

Total Assets Under Management

$169,259,480

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

3

CO Average: 28
Total Number of Accounts

651

CO Average: 1,101
Average Account Size

$259,999

CO Average: $2,134,119

Investment Advisory Services

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

Michael Warren Work History

2015 - Present (9 years)

Red Mountain Financial Partners

2001 - Present (23 years)

Lpl Financial LLC

Disclosures

Please visit the SEC profile of Michael Warren 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 Red Mountain Financial Partners

Cara Flynt
Durango, CO
David Rick
Durango, CO
Michael Warren
Durango, 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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