Mikel Uribarren ortiz
Investment adviser representative at CIBC Private Wealth Advisors, Inc.
12 yearsExperience
1 stateRegistered in
$67.8BFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- CIBC Private Wealth Advisors, Inc.Apr 2025 to now
- CIBC Private WealthMar 2025 to now
- Iwp Wealth Management LLCApr 2022 to Feb 2025
- Ameriprise Financial Services, LLCFeb 2021 to Apr 2022
- Charles Schwab & Co., Inc.Jan 2020 to Jan 2021
- Philadelphia Insurance CompaniesSep 2019 to Dec 2019
- Kuni HondaSep 2018 to Jul 2019
- Good Times Frozen CustardJul 2018 to Sep 2018
- Auraria LibraryOct 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CO).
CIBC Private Wealth Advisors, Inc.
$67.8BAssets managed
9,236Clients
174Advisers
25 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
- 7223143
- Firm CRD
- 109644