Mitchal O'hare is a CFP-designated registered investment advisor, based in Fort Collins, CO, with 23 years of industry experience.
Location
515 S. Howes St., Fort Collins, CO, 80521
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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 ActivitiesSells Insurance
Mitchal is an advisory representative of a registered investment advisor (RIA) and owner of Mountain Wealth Management LLC. He is also an independent insurance agent for various companies, dedicating minimal time to this activity.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
State Registrations8 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.