Vincent Leon Otterbein
Investment adviser representative at Colorado Capital Management
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$638.4MFirm 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 assetsHourly
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.
- Colorado Capital ManagementMar 2020 to now
- Charles Schwab & Co., IncJun 2018 to Mar 2020
- 8z Real EstateMay 2017 to Mar 2018
- N/aAug 2016 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (CO).
Colorado Capital Management
Legal name: Colorado Capital Management, Inc.
$638.4MAssets managed
241Clients
10Advisers
24 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
- 6975626
- Firm CRD
- 114011