Margaret Ann Nugent

Employer firm

Colorado Capital Management CRD 114011

$638M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 12/2020
  Raymond James & Associates, Inc.
  Denver, CO
• 02/2017 → 07/2020
  Uber
  Denver, CO
• 02/2017 → 07/2020
  Lyft
  Denver, CO
• 01/2021 → 06/2022
  The Millstone Evans Group
  Boulder, CO
• 07/2022 → 05/2024
  Harbor Wealth Management
  Boulder, CO
• 05/2024 → 02/2025
  Mai Capital Management
  Boulder, CO
• 03/2025 → Present
  Colorado Capital Management, Inc.
  Boulder, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-05
• S63 Uniform Securities Agent State Law Examination
  1999-04-05

Other Names

• Megan Basten
• Margaret A Basten
• Margaret Ann Basten
• Margaret A Basten