Best Investors Account Sign in
Inactive

Vincent Leon Otterbein

Colorado Capital Management

Sarasota, FL

Boulder, CO

CRD 6975626

Claim This Profile
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:

Current Employers
Colorado Capital Management

4430 Arapahoe Avenue Suite 120, Boulder, CO 80303-1100 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2020-05-11
  • CO RA
    APPROVED
    Since 2020-05-11

Branch Locations

Sarasota, FL • United States

4430 Arapahoe Avenue Suite 120, Boulder, CO 80303-1100 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
N/A Boulder CO 08/2016 05/2017
8Z Real Estate Boulder CO 05/2017 03/2018
Charles Schwab & Co., Inc Lone Tree CO 06/2018 03/2020
Colorado Capital Management Boulder CO 03/2020 Present
  • 08/2016 → 05/2017
    N/A
    Boulder, CO
  • 05/2017 → 03/2018
    8Z Real Estate
    Boulder, CO
  • 06/2018 → 03/2020
    Charles Schwab & Co., Inc
    Lone Tree, CO
  • 03/2020 → Present
    Colorado Capital Management
    Boulder, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-05-09
S63 Uniform Securities Agent State Law Examination 2018-11-12
  • S65 Uniform Investment Adviser Law Examination
    2020-05-09
  • S63 Uniform Securities Agent State Law Examination
    2018-11-12
Designations
  • Certified Financial Planner

View on SEC IAPD

More in Sarasota, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor