Adam Allgaier has been an investment adviser representative at Mountain Capital Investment Advisors since February 2021, and is not listed among the firm’s executive officers or direct owners. Adam Allgaier holds a Bachelor of Science in Aeronautical Science with an Airline Specialty from Embry Riddle Aeronautical University.
Mountain Capital Investment Advisors Inc is a Westminster, CO firm with $929M under management, 1,191 clients and 15 advisers across 5 offices, as of its July 2026 filing.
Adam Allgaier is Airline Financial Advisor of Mountain Capital Investment Advisors. He joined the firm in 2020 and is part of its financial planning and client interactions teams. He has been in the aviation industry for over 6 years.
- – present · 5 yearsWestminster, CO · Adviser representative · Firm CRD 156660
Professional designations
Listed by Mountain Capital Investment Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Adam Allgaier is registered as an investment adviser representative in Colorado, since February 2021.
- ColoradoSince 8 February 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 February 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Adam A Allgaier
- CRD
- 7327603
- Firm
- Mountain Capital Investment Advisors · CRD 156660
- Office
- 12235 PECOS ST, SUITE 100, Westminster, CO 80234
- Registration
- Investment adviser registration
- In the industry since
- February 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mountaincapital.us
Where does Adam Allgaier work?
Adam Allgaier is an investment adviser representative registered through Mountain Capital Investment Advisors Inc since February 2021, and is not listed among the firm’s executive officers or direct owners.
Is Adam Allgaier a financial advisor?
Yes. Adam Allgaier has a current investment-adviser registration in Colorado, through Mountain Capital Investment Advisors since February 2021.
How many years of experience does Adam Allgaier have?
Adam Allgaier has 5 years in the financial industry, since February 2021, across 1 adviser firm.
What exams has Adam Allgaier passed?
Adam Allgaier passed the Series 65 in February 2021.
Where is Adam Allgaier based?
Adam Allgaier’s registered office is in Westminster, CO.
Is Adam Allgaier registered with FINRA?
No. Adam Allgaier has no current broker registration.
Is Adam Allgaier a CFP?
Mountain Capital Investment Advisors lists Adam Allgaier with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Adam Allgaier’s record?
Search CRD 7327603 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Adam Allgaier’s full registration record.
