Vincent
Otterbein
Colorado Capital Management
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About this Advisor
Vincent Otterbein is a financial advisor based in Sarasota, Florida, working with Colorado Capital Management. Vincent has previously held positions at Walgreens, Safeway, 8Z Real Estate, Charles Schwab & Co., Inc, and Colorado Capital Management. Vincent has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, Vincent is part of Colorado Capital Management, which operates out of Sarasota, Florida. The firm has 10 employees and manages assets totaling $499.9 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and publication of newsletters. The fee structure at Colorado Capital Management includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Colorado Capital Management Brokerage Details
$499,859,455
10
1,077
$464,122
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
Vincent Otterbein Work History
Colorado Capital Management
Charles Schwab & Co., Inc
8Z Real Estate
Safeway
N/A
Walgreens
Walgreens
N/A
N/A
Disclosures
Please visit the SEC profile of Vincent Otterbein 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 Colorado Capital Management
Boulder, CO
Boulder, CO
Boulder, CO
Boulder, CO
Sarasota, FL
Boulder, CO
Durango, CO
Boulder, CO
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