Savannah Chacon
Investment adviser representative at Mountain Capital Investment Advisors Inc
10 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$929.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Mountain Capital Investment Advisors, Inc.Jun 2025 to now
- Mutual of Omaha Investor Services, Inc.Aug 2024 to May 2025
- Fidelity Brokerage Services LLCSep 2016 to Jul 2024
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CO).
Mountain Capital Investment Advisors Inc
$929.1MAssets managed
1,191Clients
16Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6707134
- Firm CRD
- 156660