Mikel Uribarren Ortiz

Employer firm

Cibc Private Wealth Advisors, Inc. CRD 109644

$67.8B regulatory AUM 2,160 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2020 → 01/2021
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 09/2019 → 12/2019
  Philadelphia Insurance Companies
  Englewood, CO
• 09/2018 → 07/2019
  Kuni Honda
  Centennial, CO
• 07/2018 → 09/2018
  Good Times Frozen Custard
  Littleton, CO
• 10/2014 → 06/2018
  Auraria Library
  Denver, CO
• 02/2021 → 04/2022
  Ameriprise Financial Services, Llc
  Thornton, CO
• 04/2022 → 02/2025
  Iwp Wealth Management Llc
  Denver, CO
• 03/2025 → Present
  Cibc Private Wealth
  Denver, CO

Previous Registrations

• 2022-07-11 → 2025-03-07
  Iwp Wealth Management Llc
  Denver, CO
• 2021-09-16 → 2022-04-25
  Ameriprise Financial Services, Llc
  Thornton, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-08-01
• S63 Uniform Securities Agent State Law Examination
  2020-12-14

Other Names

• Mikel Ortiz