Michael Warren
Michael Warren is a registered investment advisor at Red Mountain Financial Partners, based in Durango, CO, with 32 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 4 more. Their firm serves 309 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Red Mountain Financial Partners manages your investments for a fee based on a percentage of the value of your portfolio, up to 1.5% per year. This fee is calculated each quarter based on the value of your portfolio at the end of the previous quarter. You can choose to have Red Mountain Financial Partners make investment decisions for you, or you can make your own decisions.
Location
555 Rivergate Lane - Suite B1-107, Durango, CO, 81301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Michael is involved with Hawks & Eagles LLC and Westfork Inc. for tax/investment purposes. He also spends nearly full-time working for Red Mountain Financial Partners as a registered investment advisor hybrid.
Employment History
Current Registrations
Red Mountain Financial Partners
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Wells Fargo Brokerage Services, L.L.C.Broker
Wells Fargo Investments, LLCBroker
Wells Fargo Brokerage Services, L.L.C.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
William Lawrence Securities, INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.