Green Mountain Planning

Green Mountain Planning (CRD# 297295) is a financial advisory firm headquartered in Lakewood, CO. They manage $12,422,000 in 16 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
200 Union Blvd, Suite 200, Lakewood, CO 80228
https://greenmountainplanning.com/
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $776,375
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at Green Mountain Planning
Showing 1 - 1 of 1 top financial advisors.
1
Nestor Vargas, financial advisor Lakewood CO
Nestor M. Vargas
CRD#: 5871563
200 Union Blvd, Suite 200, Lakewood, CO 80228

Nestor Vargas (CRD# 5871563) is an Investment Advisor Representative working at Green Mountain Planning in Lakewood, CO and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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