Mount Yale Investment Advisors, LLC

Mount Yale Investment Advisors, LLC (CRD# 137068) is a financial advisory firm headquartered in Denver, CO. They manage $2,187,125,977 in 3,358 accounts and serve the financial needs of clients across 32 states (or territories).

Current Firm Details
1580 Lincoln Street, Suite 680, Denver, CO 80203
https://linkedin.com/company/mount-yale-capital-group/
By the Numbers
  • Total Assets Under Management
    2,187
    MILLION
  • Total Number of Accounts
    3,358
    ACCOUNTS
  • Average Account Value
    $651,318
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY

Financial Advisors at Mount Yale Investment Advisors, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Greg Anderson, financial advisor Denver CO
Greg D. Anderson
CRD#: 2318332
1580 Lincoln Street, Suite 680, Denver, CO 80203

Greg Anderson (CRD# 2318332) is an Investment Advisor Representative working at Mount Yale Investment Advisors, LLC in Denver, CO and has over 31 years of experience in the finance industry.

2
David Benson, financial advisor Minneapolis MN
David O. Benson
CRD#: 4881334
8000 Norman Center Drive, Suite 630, Minneapolis, MN 55437

David Benson (CRD# 4881334) is an Investment Advisor Representative working at Mount Yale Investment Advisors, LLC in Minneapolis, MN and has over 18 years of experience in the finance industry.

3
Chad Bester, financial advisor Minneapolis MN
Chad Bester
CRD#: 4565010
8000 Norman Center Drive, Suite 630, Minneapolis, MN 55437

Chad Bester (CRD# 4565010) is an Investment Advisor Representative working at Mount Yale Investment Advisors, LLC in Minneapolis, MN and has over 21 years of experience in the finance industry.

4
Becky Gustafson, financial advisor Minneapolis MN
Becky L. Gustafson
CRD#: 1125220
8000 Norman Center Drive, Suite 630, Minneapolis, MN 55437

Becky Gustafson (CRD# 1125220) is an Investment Advisor Representative working at Mount Yale Investment Advisors, LLC in Minneapolis, MN and has over 26 years of experience in the finance industry.

5
Glenn Lempe, financial advisor Plymouth MN
Glenn J. Lempe
CRD#: 2162929
605 Hwy 169 N, Suite 200, Plymouth, MN 55441

Glenn Lempe (CRD# 2162929) is an Investment Advisor Representative working at Mount Yale Investment Advisors, LLC in Plymouth, MN and has over 32 years of experience in the finance industry.

6
Steven Powers, financial advisor Plymouth MN
Steven B. Powers
CRD#: 4377497
605 Hwy 169 N, Suite 200, Plymouth, MN 55441

Steven Powers (CRD# 4377497) is an Investment Advisor Representative working at Mount Yale Investment Advisors, LLC in Plymouth, MN and has over 22 years of experience in the finance industry.

7
David Gottesman, financial advisor Denver CO
David B. Gottesman
CRD#: 4662029
1580 Lincoln Street, Suite 680, Denver, CO 80203

David Gottesman (CRD# 4662029) is an Investment Advisor Representative working at Mount Yale Investment Advisors, LLC in Denver, CO and has over 4 years of experience in the finance industry.

8
Christopher Snyder, financial advisor Denver CO
Christopher M. Snyder
CRD#: 7139253
1580 Lincoln Street, Suite 680, Denver, CO 80203

Christopher Snyder (CRD# 7139253) is an Investment Advisor Representative working at Mount Yale Investment Advisors, LLC in Denver, CO and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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