Parker Balstad has been an investment adviser representative at Mountain Capital Investment Advisors since May 2021, and is not listed among the firm’s executive officers or direct owners. Parker Balstad holds a B.A. from the University of North Dakota.
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.
Parker Balstad is Airline Financial Advisor of Mountain Capital Investment Advisors. He is a pilot for Delta. While in school, he completed his flight training and worked as an instructor and examiner.
- – present · 5 yearsCottage Grove, MN · Adviser representative · Firm CRD 156660
Investment adviser representative registrations
Parker Balstad is registered as an investment adviser representative in Minnesota, since February 2025.
- MinnesotaSince 25 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 May 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Parker Brandt Balstad
- CRD
- 7330324
- Firm
- Mountain Capital Investment Advisors · CRD 156660
- Office
- Cottage Grove, MN
- Registration
- Investment adviser registration
- In the industry since
- May 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mountaincapital.us
Where does Parker Balstad work?
Parker Balstad is an investment adviser representative registered through Mountain Capital Investment Advisors Inc since May 2021, and is not listed among the firm’s executive officers or direct owners.
Is Parker Balstad a financial advisor?
Yes. Parker Balstad has a current investment-adviser registration in Minnesota, through Mountain Capital Investment Advisors since May 2021.
How many years of experience does Parker Balstad have?
Parker Balstad has 5 years in the financial industry, since May 2021, across 1 adviser firm.
What exams has Parker Balstad passed?
Parker Balstad passed the Series 65 in May 2021.
Where is Parker Balstad based?
Parker Balstad’s registered office is in Cottage Grove, MN.
Is Parker Balstad registered with FINRA?
No. Parker Balstad has no current broker registration.
How can I verify Parker Balstad’s record?
Search CRD 7330324 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Parker Balstad’s full registration record.
