Michelle Burns has been Co-Founder and Vice President of Mountain Capital Investment Advisors since January 2015, is a control person of the firm and directly owns between 25% and 50% of it. Michelle Burns holds a BS in Aviation Science from Oklahoma State University and an MBA from Roosevelt 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.
Michelle Burns is Co-Founder and Vice-President of Mountain Capital Investment Advisors. She worked 14 years as a Senior Manager at United Airlines, where she was responsible for flight attendant scheduling, served as a PBS internal consultant and Part 142 Chief Pilot, and was an Operational Leader. She also led Lean Six Sigma Black Belt Projects to improve customer experience and operational efficiency.
- – present · 7 yearsWestminster, CO · Adviser representative · Firm CRD 156660
Investment adviser representative registrations
Michelle Burns is registered as an investment adviser representative in 2 states. Each was approved in January 2019.
- CaliforniaSince 30 January 2019
- ColoradoSince 30 January 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 December 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Michelle Lee Burns
- CRD
- 6488350
- Firm
- Mountain Capital Investment Advisors · CRD 156660
- Role
- Co-Founder and Vice President
- Office
- 12235 PECOS ST, SUITE 100, Westminster, CO 80234
- Registration
- Investment adviser registration
- In the industry since
- January 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mountaincapital.us
Where does Michelle Burns work?
Michelle Burns has been Co-Founder and Vice President of Mountain Capital Investment Advisors Inc since January 2015, and is a control person of the firm.
Is Michelle Burns a financial advisor?
Yes. Michelle Burns has a current investment-adviser registration in California and Colorado, through Mountain Capital Investment Advisors since January 2019.
How many years of experience does Michelle Burns have?
Michelle Burns has 7 years in the financial industry, since January 2019, across 1 adviser firm.
What exams has Michelle Burns passed?
Michelle Burns passed the Series 65 in December 2018.
Where is Michelle Burns based?
Michelle Burns’ registered office is in Westminster, CO.
Is Michelle Burns registered with FINRA?
No. Michelle Burns has no current broker registration.
How can I verify Michelle Burns’ record?
Search CRD 6488350 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michelle Burns’ full registration record.
