Collin David Metscher

Employer firm

Sunbelt Securities, Inc. CRD 42180

$2.64B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 05/2019 → 03/2021
  Nimbl
  Denver, CO
• 05/2015 → 05/2019
  Colorado State University
  Ft Collins, CO
• 03/2021 → Present
  Innovative Financial Partners (Dba)
  Aurora, CO
• 07/2021 → Present
  Sunbelt Securities Inc
  Houston, TX

Other Businesses

1) Innovative Financial Partners LLC (DBA): Investment related. 3303 S Parker Rd, Ste 730, Aurora, CO 80014. DBA under Sunbelt Securities Inc. Registered Advisor. Financial planning. Start: 07/2021. 40 hours a week, during trading hours. 2) Infinite Outdoors, LLC (OBA): Not investment related. 2083 Vineyard Dr, Windsor, CO 80550. Hunting and fishing platform company. Independent contractor. Marketing and sales. Start: 01/2021. 10 hours a week, 2 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-09-08

Other Names

• Collin Metscher