Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Otterbein is a registered investment advisor with Colorado Capital Management. Vincent has been in the industry for over a decade and holds the Series 7, Series 63, and Series 65 licenses. Vincent's prior experience includes roles with Charles Schwab & Co., Inc., Walgreens, Safeway, and 8z Real Estate. Colorado Capital Management is an investment advisory firm that provides portfolio management for individuals and publishes periodicals. The firm has approximately $560 million in assets under management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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CO
05/11/2020 - Present
Colorado Capital Management (BOULDER CO)
CO
10/19/2018 - 09/17/2019
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
IA
Issued 05/09/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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