Parker
Balstad
Mountain Capital Investment Advisors Inc
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About this Advisor
Parker Balstad is a financial advisor who works out of Denver, Colorado with a total of 2 years of relevant experience. Balstad is currently employed by Mountain Capital Investment Advisors Inc. Balstad has gained experience at Mountain Capital Investment Advisors Inc, Skywest Airlines, Universtiy Of North Dakota, University Of North Dakota and Delta Airlines. Balstad maintains a Series 65 license, which qualifies them as an investment advisor representative, and is registered to serve investors in Colorado. Mountain Capital Investment Advisors Inc is an advisory firm that has its headquarters in Denver, CO. The firm has offices in three locations and a total of 12 financial advisors. It administers $440 million in assets across its 2,171 client accounts, placing it among the bigger firms in the nation by assets under management. Of its 2,171 accounts, just 11% are associated with high-net-worth individuals who have more than $1 million in assets. The company offers a few services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules typically are based on which services the firm provides the client. Fee types charged by Mountain Capital Investment Advisors Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mountain Capital Investment Advisors Inc Brokerage Details
$440,000,000
12
2,171
$202,672
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Parker Balstad Work History
Parker has been registered as a financial advisor for 2 years.*
Mountain Capital Investment Advisors Inc
Delta Airlines
Skywest Airlines
Universtiy Of North Dakota
University Of North Dakota
*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 Parker Balstad 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
Denver, CO
Corte Madera, CA
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
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